Tax & Compliance Services

  • Individual income tax returns (Form 1040)

  • Corporation income tax returns (Forms 1120 and 1120S)

  • Limited Liability Company and Partnership income tax returns (Form 1065)

  • Not-for-profit tax returns (Forms 990, 990-EZ and 990-N)

  • Benefit plan returns (Form 5500)

  • FBAR and FATCA reporting & compliance

  • Electronic filing

  • Payroll tax returns

  • Internal Revenue Service audits & appeals

  • North Carolina Department of Revenue audits & appeals

  • Sales tax returns

  • Income tax planning

  • Estimated income tax projections

  • Capital gain projections and planning

  • Like-kind exchanges