Our Services
Practical Financial Services for Individuals and Businesses
Carolina Tax Advisors Plus LLC provides tax, payroll, and bookkeeping services designed to help individuals and businesses stay organized, compliant, and financially informed. Whether you need ongoing support or help resolving a specific issue, our team offers experienced guidance with a practical, personalized approach.
Tax Services
Our Enrolled Agents provide tax preparation, planning, compliance, and representation services for individuals and businesses. Because EAs are federally authorized tax professionals, they can also represent clients before the IRS in a wide range of tax matters.
- Preparing and filing federal and state tax returns
- Tax planning to help reduce future tax liability when legally possible
- Guidance on deductions, credits, self-employment tax, investments, and retirement taxation
- Handling IRS notices and correspondence
- Representation during IRS audits and appeals
- Payment-plan and collection negotiations
- Assistance with back taxes, penalties, liens, levies, and unfiled returns
- Business tax filings and compliance
Payroll Services
Our payroll services help businesses stay accurate, organized, and compliant with federal, state, and local requirements. We can assist with both routine payroll processing and more complex payroll-tax issues.
- Calculating employee wages, overtime, bonuses, and deductions
- Withholding federal, state, and local income taxes
- Calculating and remitting Social Security, Medicare, unemployment, and other payroll taxes
- Filing required payroll tax returns, including Form 941 and Forms W-2/W-3
- Preparing Forms 1099 for contractors when applicable
- Managing direct deposit and payroll records
- Registering new employers with applicable tax agencies
- Responding to payroll-tax notices and resolving filing or payment issues
- Correcting past payroll errors and preparing amended payroll tax returns
As Enrolled Agents, we can also assist with federal payroll-tax compliance and represent businesses before the IRS when payroll-tax issues arise.
Bookkeeping Services
Accurate bookkeeping gives businesses a clearer picture of their finances and helps keep records ready for tax filing, reporting, and important business decisions. Our bookkeeping services are designed to keep financial information organized, current, and easier to manage.
- Recording income, expenses, bills, and payments
- Categorizing transactions in accounting software
- Reconciling bank accounts and credit cards
- Managing accounts payable and accounts receivable
- Tracking invoices, customer payments, and vendor bills
- Maintaining payroll-related records
- Preparing financial reports, including profit-and-loss statements and balance sheets
- Organizing records for tax filing, audits, loans, and business planning
- Identifying missing transactions, duplicate charges, and recordkeeping errors
Clear Answers. Practical Financial Support.
Whether you need help with taxes, bookkeeping, payroll, or an IRS matter, Carolina Tax Advisors Plus offers experienced guidance and practical support to help you move forward with confidence.