Business Details
Expert Accounting & Tax Services in Hickory, NC
At RLI-CPA, Certified Public Accountants, PC., we prioritize a client-first philosophy by deeply understanding your business needs and developing tailored financial strategies. Our team offers standard accounting and tax services alongside specialized solutions designed to ensure long-term financial stability for businesses and individuals. With decades of combined experience, our CPAs provide expertise in tax planning, QuickBooks implementation, new business advisory services, and IRS problem resolution.We serve clients in Hickory, NC, and beyond, offering personalized consultations to help reduce tax liabilities and improve financial outcomes. Our commitment to continuous education ensures compliance with evolving tax regulations while delivering actionable insights to support growth and wealth preservation.
Services
Tax Planning
QuickBooks Services
New Business Advisory
IRS Problem Resolution
Estate Planning
Highlights and features
- We offer over 35 years of combined experience in public accounting and specialized tax planning.
- Our team provides personalized QuickBooks setup and ongoing support tailored to business needs.
- We deliver strategic tax planning to minimize liabilities for businesses and individuals.
- Our client-first approach ensures customized solutions aligned with specific financial goals.
- We serve diverse industries including construction, healthcare, and technology with proven expertise.
Services
Tax Planning
Our tax planning services help businesses and individuals reduce liabilities through strategic analysis of deductions, credits, and entity structures. We stay updated on regulatory changes to ensure compliance while maximizing savings. Clients benefit from tailored advice to support long-term financial goals.
QuickBooks Services
We specialize in QuickBooks setup, customization, and staff training to streamline financial operations. Our support includes system mapping, template creation, and ongoing technical assistance. Businesses gain efficient tools for managing accounting workflows and tax preparation.
New Business Advisory
We assist new businesses with entity selection, budget development, and compliance requirements. Our advisory services include business plan creation and funding strategies. Startups receive expert guidance to establish a solid financial foundation and avoid common pitfalls.
IRS Problem Resolution
Our team represents clients in resolving IRS audits, back taxes, and compliance issues. We develop negotiation strategies and payment plans to address tax liabilities. Businesses and individuals gain peace of mind through professional advocacy and clear communication with tax authorities.
Estate Planning
We provide estate planning services to preserve assets and ensure smooth wealth transfer. Our approach includes trust and gift tax planning, succession strategies, and retirement goal alignment. Clients receive comprehensive solutions to protect their financial legacy for future generations.
People
Peter M. Maxwell
CPA
Peter M. Maxwell joined RLI-CPA in 2015 with prior experience as Vice President at LKP Design Associates. He holds an MBA from Lenoir-Rhyne University and is certified by AICPA and NCACPA.
Debra A. Groteluschen
CPA
Debra Groteluschen has served as Controller at Institution Food House and worked with McGladrey & Pullen. She holds advanced degrees and is certified by AICPA and NCACPA.
Elaine D. Kale
CPA
Elaine Kale graduated from Gardner-Webb University and has been with RLI-CPA since 1997. She specializes in accounting services and is certified by AICPA and NCACPA.
Lynn S. Murphy
CPA
Lynn Murphy rejoined RLI-CPA in 2019 after 35 years of experience, including public accounting roles. He is a UNC-Chapel Hill graduate certified by AICPA and NCACPA.
Debbie Major
Office Manager
Debbie Major oversees office operations at RLI-CPA, ensuring efficient administrative support for clients and staff.
Questions
What accounting services does RLI-CPA offer?
We provide bookkeeping, financial statement preparation, cash flow management, and outsourced accounting services tailored to small businesses.
Do you specialize in tax planning for businesses?
Yes, we offer strategic tax planning to minimize liabilities, including multi-state tax compliance and entity selection advice.
Can you assist with QuickBooks setup and training?
Our team installs QuickBooks software, customizes accounting systems, and provides on-site training for businesses in Hickory.
What industries do you serve?
We work with construction, healthcare, real estate, retail, and technology clients, offering industry-specific financial solutions.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to discuss your accounting needs and develop a customized service plan.
