Enabling Client Success

Tax Experts

Tax Return Preparation & Tax Case Resolution

We believe that individuals and businesses have a civic responsibility to comply with applicable tax laws and reporting requirements. Our goal as tax practitioners is to help our clients fulfill their duty of filing federal, state, and local tax returns and paying their taxes, while using the provisions of the tax code to minimize those obligations as much as possible. While we are based in North Carolina, we are able to help clients from other states (and countries, for that matter) file their tax returns as well, in addition to meeting other requirements such as foreign bank account reporting and gift tax returns.

Our team work hard and study diligently so stay abreast of developments and changes in tax law, so we can help you pay your fair share of tax - no more, and no less. If we are able to find a fair way for you to save on your tax bill, we’ll make that recommendation to you, and help you implement the changes if you so choose. What we refuse to do is help clients avoid paying tax at all costs - cutting corners and cheating on tax returns is not only wrong, it’s criminal. And the government can impose serious penalties for such conduct.

For folks who have run into problems with the tax authorities, we can work to deal with unfiled returns and back taxes. In some cases, we can also help work out an installment agreement or payment plan for tax debt. If this is you, reach out to us today to see how we can help you take control of your situation and get back on track going forward.

Finally, follow us on Twitter @statoncpa for updates related to tax and related deadlines. If you have a generic question, feel free to post it there and we’ll see what knowledge we can share. From time to time, we also post short videos on YouTube - so if you have any great ideas for a quick lesson, be sure to drop us a line there or on our contact form.