OUR SERVICES
North Carolina’s experts in tax and accounting, advising on complex tax matters
Customizable services for new and large businesses. Includes entity establishment, tax advice, and fixed fee pricing.
Our comprehensive service offerings, fully customizable to your needs, range from helping new businesses establish their entities and their tax and accounting practices, to advising large companies on complex tax matters. We provide up-front, fixed fee pricing and subscription plans that spread your costs over up to 12 months.
Onyx Plan
- Monthly bookkeeping oversight
- Monthly financial reporting package
- Federal & state income tax return
- Calculation of quarterly estimates
- Updates on relevant tax law changes
Starting at $525/month
Emerald Plan
- Onyx Plan plus
- Detailed bookkeeping
- Payroll support
- Compensation structuring
- Passthrough entity state tax deduction
- Multi-state tax filings
Starting at $1,150/month
Diamond Plan
- Emerald Plan plus
- Identification of potential tax credits and incentives
- Assistance in selection and implementation of company retirement plan
- Development of business succession plan
- Ongoing access for questions and research
Pricing avail. upon request
Specialized Services
These services can stand alone or be added to a customized plan:
- Personal income tax returns
- Integration of real estate into tax and estate planning
- Tax audits, exams and notices
- Creation of equity compensation plan for key employees
- Choice of entity assistance
- Assistance in selection and implementation of company retirement plan
- Development of business succession plan
- Tax consulting
And the following legal services through affiliated D.Rowe Law PLLC:
- Review of business contracts
- Operating agreements
- Business Formation
- Estate Planning
SCHEDULE WITH D.ROWE TAX
We have reserved time in our schedule to connect with you and figure out how we may best be in support of you and your business. These calls are brief and complementary, so let’s speak soon. We look forward to it.
