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Carolina Tax Pro > Our Services > Tax Preparation

Tax Preparation

Fast, accurate, maximum legal refund possible.

If you’re like most people, you probably think you pay too much tax — and you’re probably right!  Most tax professionals or software products do a great job putting the “right” numbers in the “right” boxes, but then call it a day.  Our team digs deeper to look into the future to make sure that you pay less today and tomorrow.

We provide a full range of tax preparation to both individual and small business clients.  We know that taxes a complex and confusing and we can help you ensure that your family pays the least amount of tax legally possible by making sure that every tax loophole, deduction, and credit you qualify for is a part of your tax return.



  • Individual Income Tax Preparation
  • Small Businesses
  • Trusts & Estates
  • Gift Taxes

A Team
Of Professionals.

Transforming your tax experience to deliver fast, accurate results.

Fast &

Transforming the tax experience from a once a year visit to the CPA’s office to be what you want it to be, when you need it.

What We Do

We focus on knowing the complexities of the tax laws so you don’t have to. Each of our tax staff are either certified public accountants, enrolled agents, or attorneys with decades of tax advisory experience. Most are nationally-recognized experts in various areas of tax. We bring this knowledge to bear for you, your family, and your business. We go beyond mere tax preparation to focus on how effective tax planning can help you pay the least amount of taxes legally possible.

How We Do It

We believe in meeting you where you are. Each of our staff has the spirit of a teacher and most actually are teachers, having taught taxation and public finance as faculty members of some of the most prestigious universities in the Carolinas including the University of South Carolina, University of North Carolina at Chapel Hill, and North Carolina State University. Our goal is to understand you, your family, or your business and to tailor our advice and guidance specifically to you and to make your overall experience as painless as possible. We work with clients in-person in our offices in Raleigh-Durham, Charlotte, Columbia, Charleston, and Florence. We also work virtually with clients in all 50 states and on six continents.

Our Promise to You

Our promise to you is to provide the highest quality experience possible and ensure that you legally pay the least amount of tax possible.

We know the tax rules, so you don’t have to.   Our staff are nationally-recognized experts in taxes and can insure that you pay the least amount of tax legally possible.

Tax Preparation Specialists

Our Services

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