Business Details
Trusted Tax & Accounting Services in Pawleys Island
We are a full-service tax and accounting firm dedicated to providing high-quality, professional services with a personal touch. Our expertise spans tax return filing, financial planning, and bookkeeping for individuals and businesses, including professional services firms, real estate entities, manufacturing companies, and physician practices. With over 20 and 30 years of experience respectively, our certified public accountants deliver year-round planning for tax, financial, and business affairs. We prioritize minimizing tax liabilities, ensuring compliance with reporting requirements, and solving business challenges through strategic financial insights.Our team actively participates in continuing education to stay current with evolving tax laws and accounting standards. We serve as trusted advisors, leveraging deep industry knowledge in medical, real estate, golf, and hospitality sectors to guide clients toward achieving their financial goals. Our commitment to community involvement reflects our dedication to ethical service and client-centric solutions.
Services
Bookkeeping Services
Tax Preparation
Financial Planning
Accounting Services
Business Tax Returns
Highlights and features
- We offer 20+ years of experience in tax and accounting advisory services.
- Our team participates in ongoing professional education to stay current with tax law changes.
- We specialize in industry-specific solutions for healthcare, real estate, and hospitality.
- We provide year-round financial planning, not just annual tax compliance.
- Our partners hold advanced securities and insurance licenses for holistic financial guidance.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Bookkeeping Services
We offer complete bookkeeping services including transaction entry, record cleanup, and preparation of monthly/quarterly financial statements. Our team ensures accurate data management for small businesses using leading accounting software. Services support internal decision-making and external reporting requirements for diverse industries.
Tax Preparation
We prepare individual Form 1040 filings and business tax returns for corporations, partnerships, and S-corps. Our services include tax planning strategies to reduce future liabilities and compliance with evolving IRS regulations for both personal and business clients.
Financial Planning
Our financial planning addresses retirement, education funding, and major purchases through customized strategies. We integrate tax considerations with long-term wealth management goals for individuals and business owners seeking sustainable financial growth.
Accounting Services
We create comprehensive financial statements and operational reports for businesses. These tools help clients make informed decisions about resource allocation, profitability analysis, and compliance with regulatory requirements across multiple reporting periods.
Business Tax Returns
We handle complex business tax filings including C-corporations, S-corporations, and partnerships. Our services combine compliance expertise with strategic planning to optimize tax outcomes for closely-held companies in specialized industries.
People
Thomas T. Taylor
Certified Public Accountant
Thom Taylor is a CPA with 20+ years of experience advising closely-held businesses. Former COO at Legends Golf Group and member of BDO's National Pass-Through Entity Taxation Group, he specializes in medical, real estate, and hospitality sectors.
Kirk H. Gruber
Certified Public Accountant
Kirk Gruber brings 30+ years of expertise in healthcare and real estate accounting. Former Controller for multi-state firms, he focuses on tax compliance and business consulting while maintaining active community leadership roles.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, tax compliance, and strategic planning tailored to small businesses in healthcare, real estate, and hospitality sectors.
How do you help individuals with tax planning?
We offer personalized tax planning sessions to minimize liabilities, prepare Form 1040 filings, and provide year-round advice for high-net-worth individuals.
Are your accountants certified professionals?
Yes, both partners are Certified Public Accountants (CPA) with advanced securities and insurance licenses, plus decades of industry experience.
Can you assist with financial reporting for loans?
We prepare accurate balance sheets and operating statements required for business loan applications and other external financing needs.
Do you serve specific industries?
We specialize in medical practices, real estate firms, golf/hospitality businesses, and professional services companies with tailored accounting solutions.
