Services

We strive to help each of our clients to enhance their quality of life, manage and accumulate wealth, and reach their maximum potential by providing high quality and timely tax services, accounting and financial consultation.

It is of primary importance that we have a friendly, professional and self-motivated staff that enjoys working with our diverse client base. We want to provide enjoyable and rewarding work experiences, while contributing to the community and the profession to which we belong.

Services Offered:

Individual Services

  • Personal Finance/Planning
  • Tax Return Preparation
  • Prime Care Plus/Eldercare Services
  • Estate Planning
  • Probate Court Accounting
  • Mortgages & Refinancing
  • Registered Investment Advisory Services
  • Representation in Audits by IRS & State of SC
  • Life, Health, Accidental Insurance
  • Medicare Supplemental Insurance
  • Long-Term Care Insurance
  • Annuities
Business Services

  • Financial Accounting
  • Business Consultation
  • Representation in Audits by IRS, SC Department of Revenue, SC Employment Security Commission
  • Business Organization Services for Corporations, LLCs, and Non-Profits
  • Representation for Workers Compensation Audits
  • Financial Planning Small to Medium sized Businesses
  • Tax Return Preparation
  • Employment Benefits Returns
  • Mergers & Acquisitions
  • Payroll Check Service
  • Litigation Support
  • Income Tax Planning
  • Property Tax Returns
  • Sales Tax Returns
  • Business Plans
  • Business Brokerage
  • Application for Tax Exempt Status for Non-Profit Organizations
  • Computer Software Consultation (including QuickBooks)
  • Management Consultation & Other Services
  • Commercial Loan Network
  • Bookkeeping and Payroll Reporting
Note:
Services are provided in-house or on-site by our professional, paraprofessional and bookkeeping staff. We do not outsource tax preparation or other services.