Tax Preparation

Our firm provides tax preparation services to various clients and industries, to include individuals, small businesses, trusts, estates, and not-for-profit organizations. Our professionals stay current with changing tax laws to ensure you receive the most qualified and competent service.

Tax Planning

We evaluate each client’s particular needs and objectives to set long-term financial goals and strategies that help minimize taxes under today’s complex tax environment.

Tax Representation

We work closely with the IRS and other taxing authorities to represent our clients in the event of an audit. You can count on our experience and knowledgeable staff to navigate you through the process.

Qualified Intermediary

Facilitating a §1031 like-kind exchange of investment property can be a daunting process. Our firm can act as a qualified intermediary to hold and disburse escrowed funds in an effective and efficient manner.

Accounting and Bookeeping

Many small businesses find that our accounting and bookkeeping services provide them with an invaluable tool for evaluating interim and annual financial performance to make smart business decisions. These services include items such as preparing bank reconciliations, posting general ledger transactions, processing payroll, and financial statement preparation. We tailor these services to your needs and can perform them monthly, quarterly, or annually.

Small Business Solutions

As you start a business, we can help you select the proper organizational structure. The business type you select can have a significant impact on your taxes and potential liability. We can assist at every level as your business grows and expands. Whether you’re considering buying, selling, or merging with an existing business, we can provide expert advice to help you structure the transaction.

Homeowner Association Management

Many small homeowner and property associations find the day-to-day tasks of bookkeeping to be a time consuming process. Our firm can provide financial management services such as billing and collection, accounts payable, financial statement preparation, and budgeting.

Compilations, Reviews and Audits

We provide all three levels of assurance services under guidelines established by the AICPA. Compiled, reviewed, or audited financial statements can be prepared depending upon your needs. Our firm specializes in governmental, not-for-profit, and compliance auditing and participates in the AICPA peer review monitoring program to ensure your financial statements are prepared in accordance with the latest industry standards.

Cash Flow

In today’s uncertain economy, budgets can be a useful resource in heightening your awareness of cash flows and understanding financial performance. Our professional staff can evaluate your financial information and help develop budgets to establish and maintain future financial goals and objectives.

Peer Review

Our professionals have obtained training and certification to perform peer reviews under AICPA standards. Peer review is a vital part of our profession to ensure CPAs adhere to the utmost professional standards in performing and reporting on attest and other engagements. We specialize in governmental, school district, Yellow Book, and Single Audit industry codes.

Get In Touch With US!

307 Church Street
PO Box 576
Georgetown, SC 29442
Phone: 843-527-3413
Fax: 843-546-7277

Pawleys Island
106 Wall Street
PO Box 1550
Pawleys Island, SC 29585
Phone: 843-237-9125
Fax: 843-237-1621