Tax Services

PETWAY MILLS & PEARSON, PA understands that preparing your own tax return can be a complicated and confusing task. So we offer several services to help you!

Tax Services

PETWAY MILLS & PEARSON, PA uses the proactive approach to tax services. We keep current on new tax laws and legislation, as well as keeping our clients aware of these changes. We identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. The tax services we offered include but are not limited to:

Tax planning & return preparation for the following:
Individuals

Corporations

Partnerships

Homeowner & Property Owner Associations

Estates, Trusts & Gifts: What seemed like a simple thing to begin with can suddenly get  very confusing and complicated. Rest assured, we have been there before. Whether it’s Estate Tax, Estate Inventory, or filling out the Form 1041 we can help step by step.

Non-Profit Organizations: We can help you file your Form 990. This works smoothly if you are required to have an annual audit and we have done that. Some non-profits are required to take additional steps if they have been involved in lobbying efforts. We are quite experienced in helping these organizations.

New Company Setup:  How? When? Which form? Where do I send it? How much? We can answer those questions and lead you through this confusing process at this exciting time. You will know that it was done, and done correctly.

Tax NoticesDo you have a year (or more) of unfiled returns and now you’ve gotten a letter from the IRS? There’s no need to be embarrassed. Give us a call to see how we might be able to assist you.

Tax Audits: Well over 1 million audits are conducted by the IRS each year. While statistically, the likelihood may be small, when it happens to YOU, it can be an intimidating process. We have successfully been through this process many times.

Tax Planning: The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. There are three basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, and take advantage of tax credits.
Our firm helps individuals and businesses reduce their tax liability by analyzing the information they provide. Using this information we determine if they can take advantage of any tax credits or additional expenses the client may think are nondeductible.

Give our tax professionals a call:

Briggs Petway      919-269-7405
Alan Ridout          919-269-7405
Ryan Christians   919-823-0034