When high tax bills seem inevitable or you don’t know how to protect your earnings in the future, rely on the experienced team at Steward Ingram & Cooper, PLLC. Our CPA firm in Durham offers comprehensive tax preparation and planning services to minimize your annual tax bill and help you make smart decisions for the future so you can put your money to work for you rather than sending it to the IRS.

Tax Preparation Services

Even though tax preparation software may make it seem easy and efficient to do your own taxes, having an experienced accountant to provide insight and guidance can save you money and ensure accuracy that prevents you from getting hit with a tax bill in the future. We are dedicated to providing you with advantageous strategies that are compliant and ethical, while also helping you reduce your taxes on your income, investments, and retirement distributions so you can live securely and with confidence.

While we provide personal tax preparation services for all needs, we excel in complex financial issues and the tax needs of high net worth individuals in the Durham area. These factors include:

  • Capital gains taxes
  • Real estate partnership interests
  • Merging income and deductions from your small business (including sole proprietorships, LLCs, and s-corporations) into your personal tax return
  • Foreign assets and investments
  • Foreign tax credits
  • Multi-state taxes
  • Issues related to prior years’ returns

Tax Preparation Dates

Contact us prior to the following dates for assistance with both annual and quarterly tax preparation:

  • April 15: Individual tax returns, 1st quarter estimated taxes for self-employed people, and the final day to contribute to your HSA or IRA
  • June 15: 2nd quarter estimated taxes
  • September 15: 3rd quarter estimated taxes
  • October 15: Extended returns are due
  • January 15: 4th quarter estimated taxes

Tax Planning Services

In addition to annual tax preparation, we can also help you focus on long term financial gains with our professional tax planning and consultation services. Tax planning allows you to make decisions in the present that will reduce both your annual tax payments as well as help you protect your legacy and pass on more wealth to people and causes you care about without the large tax liabilities. Our Durham accountants will assist you in creating advantageous tax strategies that include:

  • Estate planning
  • Giving gifts to others
  • Setting up trusts
  • Creating college accounts
  • Passing investments and business holdings to family members

Why Choose Our Durham CPA Firm

Since 2000, Steward Ingram & Cooper, PLLC has been a leading provider of accounting services to individuals and businesses around the Triangle. We understand that each client has unique challenges and finances which is why we tailor our advice and guidance to meet the needs and goals of each client to create personalized plans. When complex tax issues are holding you back from your financial goals, we can work through them to help you keep your money where it belongs – in your hands, not in the IRS’s.

Schedule a Consultation with a Tax Professional in Durham Today

If you’re in need of an experienced tax professional who can help you with your returns or provide professional tax planning you can trust, we can help. We serve Durham, Raleigh, and the surrounding areas, and offer telephone and video conferencing as well as in-person meetings.

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