For reliable assistance in tax preparation and planning in Chapel Hill, reach out to Steward Ingram & Cooper, PLLC. With our in-depth knowledge and experience, we can work with you to lower your tax payments on your annual return, and we can also assist you with long-term planning to minimize your payments in the future. Our team is dedicated to helping you keep more of your business revenue working for you.

tax planning and tax preparation in Chapel Hill

Our Tax Preparation and Planning Services

Our tax services go far beyond filing end-of-year tax returns. Our clients rely on us to prepare their annual and quarterly taxes as well as assist with any unresolved or ongoing tax concerns from previous years. We also look to the future with our clients, providing planning assistance that shows you your options related to minimizing your tax burden, such as creating trusts.

Business Taxes

Whether you have a small sole proprietorship or an enterprise organization, we can prepare your estimated taxes and annual return both ethically and accurately while helping you save money, time, and stress on bookkeeping and accounting. 

Personal Taxes

For people with complex tax issues and high net worths, we can assist you with issues like multi-state returns, foreign taxes, company stock options, or tax-deferred exchanges.

Estates and Trusts

Without proper estate planning, the assets and property you worked hard to amass may end up in the hands of the IRS. We can create tax-advantageous strategies that will allow more of your estate to go to your family after your passing.

Nonprofit Filing 

While nonprofit organizations don’t pay taxes, you do need to file a return called a Form 990. This is also needed to share information with donors and your board of directors. Our team will prepare your 990 for you to save you time and ensure it’s done properly.

Choosing an Experienced Tax Preparation and Planning Company

Outsourcing your tax preparation to an experienced, knowledgeable accountant can help you achieve more favorable outcomes related to your tax payments both i nthe short and long term. Since 2000, Steward Ingram & Cooper, PLLC has worked with a wide variety of clients from all backgrounds, providing comprehensive tax preparation and planning services that will help them meet their financial goals.

If you need help with personal or business taxes, need to untangle an IRS problem from the past, or want to set up your future for financial security, we can help. We provide tax preparation and planning in and around Chapel Hill, including Morrisville, Durham, Hillsborough, and Pittsboro.