Raleigh Tax Planning Services
Tax Planning for Small Businesses in Raleigh
Tax Planning for Small Businesses & Individuals
You know you pay a lot in taxes, but are you paying too much?
With each passing year, the United States tax code only grows more complex: 70,000 pages and counting. The encouraging news is you don’t have to understand it to benefit from it.
You deserve the peace of mind that comes from working with a qualified tax professional to develop a tax strategy that minimizes your tax burden and builds your assets. Maribeth Christensen, CPA and the Oak City Accounting team is the answer.
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
Proactive Tax Planning
When most people think of their income taxes, they think of tax preparation and view it as something over which they have little to no control. It’s a self-fulfilling prophecy: the less you plan, the less influence you should expect to have on the outcome.
At Oak City Accounting, we view income taxes as not only something for which you plan but is integral to your wealth strategy.
Optimize your Legal Entity: LLC, S Corp, C Corp, Partnership
For new small business clients, we perform a two-year look-back to ensure you’ve taken all deductions and credits for which you’re eligible.
What we’re able to identify in tax savings makes it well worth our clients’ trust in us. Rather than relying strictly on software, we stay abreast of tax code changes and upcoming legislative proposals to ensure your strategic tax plan is as viable years from now as it is today.
We perform an annual entity review for business owners to ensure they have the most tax-efficient business structure for their needs. We’ll also confirm it protects your interests and aligns with your business’s goals.
Tax-Advantaged Wealth Management Review
How often do you review your investment portfolio for tax advantages? Has your portfolio outgrown its current setup or investment mix?
Whether it’s a trust, mutual fund, stock portfolio, or other financial arrangement, we’ll evaluate your tax exposure to confirm you’ve appropriately sheltered your assets from unnecessary tax burdens.
Tax Planning
Oak City Accounting offers tax planning services to clients from a diverse range of backgrounds, helping them find deductions, and credits while developing long-term financial strategies. Please contact us at 919-268-8060 or fill out the form below.
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