Business Details
48 Years
experience
Trusted Accounting & Tax Services in Wilson
Mary T. Long has been providing quality, personalized financial guidance to individuals and businesses since 1978. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. By combining decades of experience with a dedicated team, we ensure every client receives tailored analysis and attention. Our commitment to high standards, seasoned professionals, and proactive problem-solving has earned us a trusted reputation in Wilson and surrounding areas.We prioritize open communication to understand client needs, delivering research-driven solutions that maintain financial viability while achieving long-term goals. Our team's responsiveness and deep understanding of operational challenges ensure clients receive timely, competent advice for both personal and business financial success.
Services
Tax Management
Accounting Services
Financial Planning
Payroll Services
General Ledger
Bookkeeping
Retirement Planning
Tax Return Preparation
Cash Flow Budgeting
Employee Benefit Plans
Details
- Year established: 1978
Highlights and features
- We offer over 40 years of accounting experience since 1978.
- Our team provides personalized tax and financial planning solutions.
- We specialize in small business accounting and operational challenges.
- Our professionals maintain high standards of excellence and ethics.
- We deliver proactive strategies for long-term financial success.
Services
Tax Management
Our Tax Management services guide clients through strategic tax planning and preparation, minimizing liabilities while maximizing cash flow. We analyze evolving tax laws to optimize opportunities for individuals and businesses, ensuring compliance and clarity with receipts, bills, and notices. With decades of expertise, we align tax strategies with long-term financial goals.
Accounting Services
We provide accurate bookkeeping, general ledger preparation, and financial statement creation for startups and established businesses. Our services include accounting system setup, payroll processing, and cash flow forecasting to support profitability and regulatory compliance. Timely, precise reporting ensures informed decision-making for business growth.
Financial Planning
Our Financial Planning focuses on asset allocation, investment monitoring, and retirement strategies tailored to individual goals. We address tax implications for optimal after-tax returns, guiding clients through college funding, insurance, and estate planning. Proactive strategies ensure financial independence throughout retirement.
Payroll Services
We streamline payroll administration through computerized systems for timely payments and tax compliance. Services include payroll setup, processing, and reporting, reducing administrative burdens for businesses. Our solutions ensure accuracy in wage distribution and regulatory adherence.
Retirement Planning
We help clients prepare for retirement by developing investment strategies and succession plans. Our guidance covers tax-efficient withdrawals, estate planning, and profit-sharing arrangements. Personalized roadmaps ensure clients achieve financial security and maintain independence during retirement.
People
Mary T. Long
Founder
Mary T. Long has practiced public accounting since 1978, specializing in small business challenges and tax solutions. Her expertise includes individual and corporate tax preparation, financial strategy, and operational consulting for long-term business success.
Patsy Thompson
Administrative Assistant
Patsy Thompson manages client communications for payroll and bookkeeping services, providing clear support for all accounting needs. Her role ensures seamless administrative processes and responsive assistance for clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, tax planning, and cash flow budgeting tailored to small business needs.
How can you assist with personal tax preparation?
Our tax services include individual return preparation, liability minimization strategies, and clarification of receipts, bills, and notices for optimal compliance.
Do you offer retirement planning guidance?
Yes, we create personalized retirement strategies covering investments, tax efficiency, estate planning, and long-term financial security.
What areas do you serve?
We primarily serve Wilson, NC, and surrounding regions with both in-person and remote accounting support.
