Business Details
We are Lois J Hamilton, a certified public accounting firm founded in 2009 with a core commitment to personalized service for small business and individual clients. Our founding partner, Lois Hamilton, brings over 25 years of public accounting experience to our practice, and our team includes Michael Hamilton, a CPA with more than 10 years of specialized industry experience. We prioritize taking the time to understand each clients unique financial situation, goals, and challenges to deliver tailored solutions rather than generic advice. Our entire team invests in ongoing continuing education to stay current on evolving federal and state tax laws, accounting standards, and regulatory requirements. We provide proactive tax analysis and planning services designed to maximize savings for our clients while ensuring full legal compliance with all applicable tax regulations. Our comprehensive service offerings include support for complex business transactions, including mergers, acquisitions, generational gift transfers, and entity selection guidance.
We assist clients with navigating tax implications for both current and long-term financial plans, including retirement, estate, and wealth management strategies. We deliver accurate, reliable financial reporting support, including professionally prepared financial statements and guidance to optimize accounting system and software use. We serve as a credible, objective third-party resource for clients interacting with lenders, boards of directors, the IRS, and state tax authorities. Our practice specializes in serving high-net-worth individuals, pass-through business entities, trusts, estates, not-for-profit organizations, and small businesses often overlooked by larger regional firms. We are committed to helping clients identify and manage financial risks, avoid potential penalties, and make sound, data-driven decisions to support their long-term success.
We assist clients with navigating tax implications for both current and long-term financial plans, including retirement, estate, and wealth management strategies. We deliver accurate, reliable financial reporting support, including professionally prepared financial statements and guidance to optimize accounting system and software use. We serve as a credible, objective third-party resource for clients interacting with lenders, boards of directors, the IRS, and state tax authorities. Our practice specializes in serving high-net-worth individuals, pass-through business entities, trusts, estates, not-for-profit organizations, and small businesses often overlooked by larger regional firms. We are committed to helping clients identify and manage financial risks, avoid potential penalties, and make sound, data-driven decisions to support their long-term success.
Highlights and features
- Our founding partner has over 25 years of public accounting experience.
- We maintain active membership in leading national and state CPA associations.
- Our team specializes in serving high-net-worth individuals and small business clients.
- We provide objective third-party support for IRS and state tax issues.
- We assist with complex business transactions including mergers and acquisitions.
Services
Tax Planning & Preparation
We provide comprehensive tax planning and preparation services for individual clients, corporations, partnerships, LLCs/LLPs, estates, trusts, and not-for-profit organizations. Our proactive approach helps clients understand current and future tax implications to maximize savings and minimize liability. We ensure all filings are accurate and compliant with federal and state tax regulations to avoid potential penalties.
Tax Representation
We provide professional representation for clients facing IRS audits, inquiries, and disputes with federal and state tax authorities. Our team has specialized experience resolving conflicts with the IRS, North Carolina Department of Revenue, and other regulatory agencies. We work to protect our clients interests, minimize potential liabilities, and ensure favorable outcomes in all tax-related proceedings.
Advisory Services
We offer strategic advisory services to help business and individual clients make informed financial and operational decisions. Our guidance covers entity selection, merger and acquisition analysis, retirement planning, and estate, trust, and gift planning. We provide objective, data-driven recommendations tailored to each clients unique goals and risk tolerance.
Accounting Services
We provide full-service accounting support for business and personal clients, including bookkeeping, payroll processing, and financial statement preparation. Our team sets up customized accounting systems and provides ongoing support to help clients better utilize their accounting software. We deliver accurate, professionally prepared financial statements that provide clear insight into financial performance for decision-making.
Payroll Services
We offer reliable payroll services to help business clients streamline payroll processing and ensure compliance with federal and state payroll tax regulations. Our secure client portal allows clients to easily upload payroll data and access payroll-related documents at any time. We provide ongoing support to address payroll-related questions and resolve issues quickly to avoid costly errors or penalties.
