Business Details
27 Years
experience
Trusted Tax and Accounting Services in Fort Mill
Our firm was founded in 1999 with a commitment to delivering professional tax and accounting services to individuals and businesses. We prioritize efficiency, effectiveness, and timely service to ensure superior quality for our clients. Our team adheres to the highest professional and ethical standards, safeguarding confidential information while treating every client with courtesy and respect. We leverage technology and continuous learning to enhance our work quality and stay ahead of evolving tax regulations. Our proactive tax planning model streamlines processes to reduce liabilities, and we specialize in IRS representation and business valuations.With decades of combined experience, our CPAs provide personalized guidance to navigate complex tax codes. We serve clients across North and South Carolina, offering tailored solutions for individual and corporate needs. Our dedication to client education and advocacy ensures informed decision-making. Licensed in both states, we maintain a strong focus on community involvement and client satisfaction. Through consistent growth and innovation, we remain committed to resolving tax challenges and optimizing financial outcomes for our clients.
Services
Tax Preparation
Bookkeeping Services
Business Valuations
IRS Representation
Tax Planning
QuickBooks Support
State Tax Filing
Audit Resolution
Corporate Tax Returns
Tax Consulting
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of combined experience in tax and accounting services.
- Our team provides personalized IRS representation and audit resolution expertise.
- We implement proactive tax planning strategies to minimize liabilities.
- Our client-centric approach ensures transparent communication and tailored solutions.
- Licensed CPAs in both North and South Carolina with niche specialization in business valuations.
Associations and certifications
- NC CPA
- SC CPA
What people say
Extremely knowledgeable
Saved thousands in taxes
Prompt communication
Professional audit resolution
Client-centric approach
Services
Tax Preparation
Comprehensive individual and business tax preparation services ensuring compliance with federal and state regulations. Our CPAs meticulously review financial records to maximize deductions while maintaining accuracy. Specializing in multi-state returns and complex tax scenarios, we provide clear documentation and proactive planning to optimize client outcomes.
IRS Representation
Expert advocacy during IRS audits and tax disputes. Our licensed CPAs negotiate resolutions, challenge improper assessments, and implement strategies to reduce liabilities. With proven success in audit defense and return amendments, we protect client interests while navigating complex tax code interpretations.
Business Valuations
Accurate business valuation assessments for mergers, acquisitions, or internal planning. Utilizing industry-standard methodologies, we analyze financial health and market position to determine fair market value. This service supports strategic decision-making and tax-efficient transaction structuring for business owners.
Tax Planning
Proactive tax planning to minimize liabilities through legal deductions and credits. Our CPAs develop customized strategies aligned with client financial goals, considering evolving tax laws. This service includes retirement planning, investment optimization, and entity structure recommendations for long-term savings.
Bookkeeping Services
Ongoing bookkeeping and financial record management using QuickBooks software. We ensure accurate transaction tracking, account reconciliation, and financial reporting to maintain organizational clarity. This foundational service supports informed business decisions and seamless tax preparation processes.
People
Randall C. Newton
Partner/CPA
Licensed CPA with 25+ years experience specializing in tax planning and IRS representation. Developed proactive tax strategies since 1999, holding NC CPA #25925 and SC CPA #8115 licenses. Focuses on client education and audit resolution while volunteering at Myers Park Presbyterian Church.
Matthew P. Mercurio
Partner/Tax Manager
Co-owner managing tax department operations since 2011. Prioritizes client care and multi-state tax compliance expertise. Oversees team coordination and new employee onboarding while maintaining focus on personalized financial solutions for individual and business clients.
Allison Riddle
Office Manager
Primary client contact handling scheduling and communications. Recognized for exceptional responsiveness and client support coordination. Manages front-office operations while maintaining multi-channel availability for client inquiries after business hours.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, business valuations, IRS representation, and tax planning tailored to small businesses.
Are you licensed to work with clients in both North and South Carolina?
Yes, our CPAs hold active licenses in both North Carolina (NC CPA #25925) and South Carolina (SC CPA #8115).
How do you handle IRS audit representation?
Our CPAs negotiate resolutions, challenge improper assessments, and implement strategies to reduce liabilities during IRS audits.
Can you assist with multi-state tax filings?
Yes, our team specializes in preparing and filing tax returns across multiple states for individuals and businesses.
What sets your tax planning services apart?
We combine proactive strategies with continuous tax code monitoring to maximize legal deductions and credits for long-term savings.
