609 S. Franklin St.
Whiteville, NC 28472
2005 Eastwood Rd. Suite 100
Wilmington, NC 28403
Personal Professional Services for Complex Issues
- Advanced tax preparation services including multi-state requirements
- Sophisticated planning for income, estate and gift taxes
- Estate and trust accounting and administration
- Assistance with sales of business including tax planning issues
- Retirement planning including distributions from IRAs and qualified plans
- Planning for dispositions of real estate including like-kind exchanges
- Advanced planning for charitable contributions including establishment and operation of private foundations
- Assistance with professional corporations, personal holding companies, family partnerships, real estate investment partnerships, etc.
- Financial statement preparation and attestation services
- Business consulting services