At Steward Ingram & Cooper, PLLC, we combine our knowledge of tax laws with years of experience working with high net-worth individuals, partnerships, corporations, estates & trusts, and non-profits. By getting to know you and your unique tax situation, we can develop tax planning strategies that help minimize your tax liability.
For business owners, making important financial decisions can be time-consuming and complex. We work with businesses to navigate the changes in tax laws and accounting standards that can seem overwhelming. Steward Ingram & Cooper PLLC, a premier CPA firm in Raleigh-Durham, offers a wide range of financial services for small to medium-sized businesses as well as tax consulting strategies for high net-worth individuals.
With frequent changes and updates to tax codes and tax software that can cause more confusion than clarity, it’s important to sit down with a local CPA who can tailor their guidance based on your specific tax concerns. Oftentimes, this saves you time, stress, and even money.
We extend our tax consulting services to our ongoing clients who need guidance on their complex individual taxes, in-depth business taxes, or unresolved tax issues from previous years. After familiarizing ourselves with your specific tax situation, we offer comprehensive tax consulting services to help you make the best decisions moving forward.
Tax Consulting for Businesses in Raleigh
Business taxes are complex, and a small error can lead to large penalties. Getting guidance from a voice of experience and having access to various accounting services may eliminate mistakes, reduce your tax burden, and minimize the time you spend on bookkeeping-related tasks.
Our Raleigh and Durham CPAs work with clients as trusted advisors, to gain a thorough understanding of your businesses. We work with clients locally as well as across North Carolina and other states. Our goal is to drive your company’s value and improve your understanding of tax processes, financial statements, and accounting for taxes.
How We Serve Businesses
Our business-related tax services include:
- Preparing financial statements and reviewing them with you to provide an in-depth look at the financial health and status of your business;
- Resolving tax issues that stem from previous errors or problems
- Explaining what notices from federal or state tax authorities mean and how to resolve them;
- Choosing the right business entity for a new or growing business, including LLCs, S-Corps, or C-Corps;
- Going over bookkeeping concerns and providing QuickBooks support;
- Tax consulting, including ethical ways to minimize tax liabilities and map out strategies to improve tax efficiencies;
- Assisting with budgeting and creating a plan for cash flow management;
Individual & Personal Tax Consulting Services
In addition to guiding and advising businesses in matters related to taxes, we also prepare tax returns for individuals with complex matters, including but not limited to investments, retirement accounts, charitable deductions, family changes such as adoption, buying a home, or getting married. We can help clear up confusion and prevent you from overpaying or leaving money on the table by way of major deductions.
As we learn about your financial situation, our Raleigh-Durham CPAs can offer personal tax consulting services including sound strategies to minimize your future tax burden. Estate planning, providing financial gifts to others, and setting up funds for people in your family can lead to expensive tax liabilities, but we can help you make the right choices to keep more of your money where you want it, rather than going to the government.
How We Serve Individuals
- Merging income and deductions from a sole proprietorship or LLC into your personal tax returns;
- Resolving tax issues related to previous years’ returns;
- Guiding you on how to set aside money for retirement and planning for a small business;
- Providing tax-related advice in matters related to family changes, such as college accounts, adoption, or passing a business on to a family member.
Foreign Tax and Compliance
The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes affecting individuals and businesses operating in the global market. Our team of CPAs is ready to guide you through these complex and often burdensome impositions. Whether you travel or work in a foreign country, own foreign assets or investments, operate a business overseas, or engage in any other foreign source activity, we are available to assist you.
Choose Steward Ingram & Cooper, PLLC for Tax Consulting Services
Since 2000, we have served as trusted tax advisors and consultants to both businesses and individuals. By familiarizing ourselves with your tax situation, we can serve as your trusted partner and advisor, ensuring our advice and guidance are tailored and personalized to your unique needs.
We serve Raleigh and surrounding areas, including Cary, Apex, Durham, Wake Forest & Wilson. Schedule a consultation with us today by calling our office at (919) 872-0866 or filling out the contact form below.
Tax Consulting: Frequently Asked Questions
What is tax consulting?
Tax consultants are professionals who specialize in tax law and financial-related counseling. Individuals or businesses can use a tax advisor, or tax consulting service, to minimize taxation while remaining compliant with federal and state law.
Do I need a tax consultant?
Keeping up with changes in tax codes, updates to tax software, and legal deductions and credits can be confusing. If you are struggling with your individual or business taxes or you have unresolved tax issues from previous years, we offer tax consulting services to help you make the best decisions moving forward.
A tax consultant can also help navigate more complex legal issues including during a divorce, a probate case, and other situations.
Can a tax consultant help me save money?
It depends on your situation, but in most cases, yes. The purpose of a tax consultant is to reduce taxation, therefore saving you or your business money.
What questions should I ask a tax consultant?
“How can I reduce my taxable income?”
“What should I do differently this year to improve my tax situation?”
“What information will you need from me to file my taxes?”
“How can you help me with my financial goals?”
“What does your tax preparation process look like?”