Tax Consulting, Planning and Preparation

Tax Consulting, Planning and Preparation

At The Shealy Group, our tax specialists have the knowledge and experience to meet your tax needs. We are fully versed in recent changes in the tax law and are prepared to put our expertise to work for you. 

Our team provides:

  • Individual and corporate tax planning
  • Tax compliance advice
  • Estate and retirement planning
  • Assistance in securing tax-exempt status for qualifying organizations
  • Representation before the IRS
  • Traditional tax preparation services

Let us review your current financial situation and help you find ways to minimize your tax burden. Tax laws are continually evolving, and The Shealy Group follows these changes closely. By staying abreast of the latest legislation and guidance, we are able to confidently advise you on the best approach to your corporate and individual tax needs.

“We appreciate the knowledge of the new tax laws and the efficiency of The Shealy Group. It’s worth our 45 mile drive.” – Randy and Marcia O.

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