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Ladd, McCall & Associates - Certified Public Accountants, PA.  CPAs serving Lake Norman, NC.Tax Information
 

Business Tax Services

  • Federal Income Tax Returns
  • State Income Tax Returns
  • State Franchise Reports
  • Sales and Use Tax Reports
  • Other State Returns

Individual Tax Services

  • Federal Income Tax Returns
  • State Income Tax Returns

Other Tax Services

  • Estate/Trust Tax Returns
  • Non-profit Tax Returns

We provide assistance with a wide range of tax issues affecting the planning, reporting and support of tax positions for individuals, fiduciaries, corporations, joint ventures, partnerships and limited liability companies. We provide three core areas of tax service: strategic and transactional analysis and planning, compliance and reporting, and pre and post transaction advocacy and support.

Planning

Our CPA Advisor services offer insight and guidance on the tax aspects of selected transactional matters and strategic planning for individuals, fiduciaries, partners and business owners. We provide advice in connection with the formation, acquisition, reorganization or dissolution of diverse entities, such as corporations, partnerships, limited liability companies and trusts.

Our other tax planning activities include:

  • Procedural and Compliance Issues
  • Payroll Matters Including:
    • Self-Employment Taxes
    • Social Security Taxes
    • Employment Taxes
  • Income Apportionment and Nexus Issues
  • Stock Option and Employee Benefit Consulting
  • Tax Planning and Counseling for Trusts and Estates
  • Tax Valuations
  • Estate and Gift Taxation
  • Tax Loss Utilization Planning
  • Sales and Excise Tax Issues
  • Business Succession Planning

Compliance

Due to constantly changing and complex tax laws, regulations, rulings, and court decisions, it is difficult for most taxpayers to accurately prepare their tax returns. We constantly update and expand our tax knowledge to ensure a current and comprehensive understanding of the rules and related reporting requirements. Our tax professionals working with state of the art software can efficiently process tax returns for individuals, corporations, partnerships, estates, and trusts in all jurisdictions.

Advocacy

As our client's tax advocate, we are prepared to assume a pro-active leadership role in the client's tax planning process. When appropriate, we coordinate the related efforts of a client's legal, insurance and other consultants. We also resolve disputes involving tax payments, assessments or refunds as well as assist and represent clients with audit controversies involving all taxing authorities.

Our business tax services include:

  • Coordinating with personal tax planning
  • Organizing your chart of accounts to make end of the year tax filing easier
  • Setting up small business profit sharing and retirement plans, including simplified employee pension plans (SEPs)

Our estate planning services can:

  • Reduce or eliminate tax due on the transfer of a business or other assets
  • Provide the orderly transfer of assets to beneficiaries
  • Ensure business continuity and succession of ownership
  • Provide security for a surviving spouse

Our tax services include the preparation of individual, trust, and estate tax returns, as well as help setting up IRA, Roth IRA, and simplified employee pension plans (SEPs).

We represent clients before the Internal Revenue Service and other taxing authorities, helping to resolve tax issues and negotiate settlements.

With significant changes in the tax code this year, there are more opportunities to save money. We particularly enjoy helping you.

  • Find every possible deduction
  • Utilize effective tax planning to minimize taxes

Over the years we have developed a reputation for turning around work quickly and getting back as soon as possible when clients call with questions.

For your convenience, we make tax-related material available on our Web site, including federal and State Tax forms and tax alerts.

 

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