Business Details
17 Years
experience
Trusted Raleigh Tax Planning & Accounting Services
Lois J Hamilton was founded on a commitment to personalized service and prioritizing client interests. Our team takes time to understand unique client needs while leveraging extensive experience to address challenges faced by businesses and individuals. Through continuous investment in education, we deliver results-driven solutions for tax compliance, financial reporting, and strategic planning. Our proactive approach identifies risks, enhances tax savings, and ensures legal compliance while avoiding penalties. We serve as a trusted, objective third party when interfacing with lenders, regulatory bodies, or tax authorities.Clients benefit from accurate financial data to support informed decisions, ongoing software support, and tailored recommendations aligned with long-term goals. Our firm specializes in complex business transactions, estate planning, and resolving conflicts with federal and state tax agencies. With decades of combined experience, our CPAs maintain deep expertise in evolving tax laws and provide customized strategies for high-net-worth individuals, pass-through entities, and nonprofit organizations.
Services
Tax Planning
IRS Representation
Entity Selection Advisory
Payroll Services
Estate Planning
Bookkeeping
Financial Statements
Merger Analysis
Retirement Planning
Not-for-Profit Accounting
Details
- Year established: 2009
Highlights and features
- Our team includes CPAs with over 25 years of combined tax law expertise.
- We provide proactive tax analysis integrated with wealth and retirement planning.
- IRS-certified specialists handle audits and complex compliance requirements.
- Custom accounting system setups with ongoing software support for businesses.
- Proven track record resolving state and federal tax disputes for high-net-worth clients.
Services
Tax Planning
We develop customized tax strategies integrating personal savings, wealth management, and business structures. Our CPAs identify savings opportunities while ensuring compliance with evolving federal and state regulations. Clients receive ongoing risk assessments to minimize tax liabilities and optimize financial outcomes.
IRS Representation
Our certified specialists handle IRS audits, collections, and appeals for individuals and businesses. We implement proven strategies to resolve back taxes, penalty abatements, and compliance issues while protecting client interests throughout the process.
Payroll Services
Comprehensive payroll processing includes tax withholding calculations, compliance reporting, and year-end form preparation. We ensure accurate, timely payments while maintaining adherence to federal and state employment regulations for small businesses.
Estate Planning
Custom estate planning services address asset distribution, gift tax strategies, and trust structures. Our team coordinates with legal professionals to create cohesive plans that preserve wealth across generations while minimizing tax exposure.
Entity Selection Advisory
We analyze partnership, LLC, and corporate structures considering liability protection, tax efficiency, and growth objectives. Our recommendations incorporate long-term financial planning and regulatory compliance requirements for new and expanding businesses.
People
Michael Hamilton
CPA
Licensed CPA with NC Certificate #43827, specializing in high-net-worth tax planning and business transaction analysis. Combines 10+ years of public accounting experience with strategic guidance for mergers and estate transfers.
Lois Hamilton
Founder, CPA
Established the firm in 2009 as NC CPA #28548. Brings 25+ years of expertise in complex tax code navigation and personalized service for small businesses and individuals across North Carolina.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax planning, compliance reporting, entity structuring, and IRS audit representation specifically tailored to North Carolina small businesses.
How can I submit documents for my tax filing?
Use our secure client portal to upload documents anytime. We also accept encrypted emails and physical submissions at our Raleigh office.
Do you handle estate tax planning?
Yes, our CPAs specialize in gift tax strategies, trust structures, and multi-generational wealth transfer planning coordinated with legal professionals.
What accounting software do you support?
We support QuickBooks, Xero, and other major platforms with customized setup, training, and integration services for business clients.
How are audit services priced?
We offer transparent hourly rates for audit services. Contact us for a customized quote based on your business size and complexity.
Can you assist with nonprofit organization compliance?
Yes, we handle 990 filings, exempt status applications, and tailored reporting for North Carolina nonprofit organizations.
