Business and Personal Tax Planning

There are many ways our team of practice management consultants and tax specialists can help doctors and dentists save time and money on their taxes. From tax consulting, accounting and audit services, to helping you save on your personal return, our team can develop a specialized, effective solution for you and your practice. Tax planning and preparation form a winning combination for a successful practice. Our experienced staff in Raleigh, Cary, Durham and Chapel Hill can develop tax strategies that take advantage of new tax laws and legislation.

Our tax planning services offer insight and guidance to individuals, medical and dental partners, and business owners on a wide range of tax aspects with strategic planning. Some of our tax planning services include:

  • Entity Formations and Acquisitions
  • Reorganizations and Dissolutions
  • Business Succession Planning
  • Sales and Use Tax Issues
  • Tax Loss Utilization Planning
  • Payroll Tax Matters
  • Procedural and Compliance Issues
  • Tax Valuations
  • Tax Compliance