Yes. We work with clients throughout the United States using secure technology for document sharing, electronic signatures, and virtual meetings. Our location does not limit our ability to provide responsive, professional service wherever you are located.

Yes. Most client meetings are conducted virtually using Microsoft Teams or other secure video conferencing platforms. Virtual meetings allow us to serve clients efficiently regardless of location, provide greater scheduling flexibility, and make it easier to review documents and financial information together in real time.

While in-person meetings may be available by appointment, virtual meetings are generally the most convenient and effective option for both our clients and our team.

We're more than a tax compliance firm. While we provide accurate and timely tax compliance services, what truly sets us apart is the relationships we build with our clients. We take a personal approach, getting to know you, your business, and your goals so we can provide guidance that supports your success both today and in the future.

Our clients value the personal attention, responsive communication, and trusted partnership they receive throughout the year, not just during tax season.

Yes. We are currently accepting new clients. Our first step is to learn about your needs and determine whether our firm and services are the right fit for your situation. We believe that the best client relationships are built on mutual trust, clear expectations, and a shared commitment to achieving your goals.

Please note that we do not provide bookkeeping, accounting, or payroll services.

We accept secure electronic payment methods - via Ignition, our payment site and may require payment authorization before certain services begin. Fees for professional services already performed are generally not refundable. Payment terms and engagement details will be outlined in your engagement letter.

Most businesses should have their bookkeeping updated at least monthly to maintain accurate financial records and support tax compliance. While we do not provide bookkeeping services, we can work with the financial information prepared by your bookkeeper or accounting team when providing tax and advisory services.

We use secure technology to protect your confidential information. Clients can upload documents through Tax Caddy, Engagement Manager, or other approved document sharing methods. A secure portal link is included in our firm's communications and engagement materials.

The timeline depends on when we receive your information, the completeness of the documents provided, and the complexity of your tax situation. Additional questions, missing information, and filing deadlines can affect completion times. We focus on accuracy and thoroughness rather than a one-size-fits-all process.

Yes. We can review IRS and state notices to help you understand what the notice means, what actions may be required, and how to respond appropriately.  With a Power of Attorney form, we can reply on your behalf.

Yes. We regularly assist clients with amended tax returns when corrections or additional information become available after a return has been filed. Well review the situation, explain your options, and help determine whether an amendment is necessary. Your three most current tax returns are within the statue and can be amended.

We primarily support QuickBooks Online and Digits. Other accounting platforms may be supported depending on the specific engagement and the information available to us. Please let us know what software you are currently using during our initial discussion.

Use the “Get in touch” link below. We'll take the time to understand your financial, tax, and business needs, answer your questions, and determine how we can best help. If we're a good fit for one another, we'll guide you through the next steps in becoming a client.

Get In Touch

Introductory consultations are complimentary, while more complex tax, accounting, or business advisory discussions are subject to a consultation fee. If a fee applies, we will discuss it with you before the meeting.

• Initial Client Consultation

• Secure Information Gathering and Document Request

• Proposal and Engagement Letter Review

Our onboarding process helps us understand your needs, review your information, and determine the services that best fit your situation before beginning our engagement.

Fees vary based on the complexity and scope of services needed. Many of our services are provided on a fixed-fee basis, while others may be billed separately depending on the specific engagement. We will discuss pricing in advance and provide a proposal for outlining services and fees before work begins.

Tax planning is looking ahead instead of looking back. While tax preparation reports what has already happened, proactive tax planning focuses on strategies and decisions that may help reduce your tax liability before the year ends. We work with clients to identify opportunities, avoid surprises, and make informed financial decisions throughout the year.

Yes. We help business owners evaluate the tax implications of various entity structures, including LLCs, partnerships, S corporations, and C corporations, to determine which option may be most appropriate for their situation. This is often a conversation that also includes your legal team as well.

Yes. We assist clients with the tax considerations involved in buying, selling, or transferring ownership of a business. Planning ahead can help minimize surprises and ensure you understand the potential tax impact of the transaction.

The right time to elect S corporation status depends on your business's profitability, compensation needs, growth plans, and overall tax situation. While an S corporation can provide tax advantages for some businesses, it is not the best fit for every situation. We can help you evaluate whether an S corporation election makes sense based on your specific goals and circumstances.

Because every business is different, the decision should be based on careful evaluation of your specific circumstances rather than a one-size-fits-all rule. Factors such as income levels, future growth expectations, administrative requirements, and long-term objectives all play an important role.

The amount you should set aside for taxes varies based on your income, business structure, and overall tax situation. We can help estimate your tax obligations and determine whether quarterly tax payments may be appropriate to help you avoid surprises at tax time.

Yes. We can review your financial statements and explain what the numbers mean for your business. Understanding your financial performance is an important part of making informed decisions and planning for the future.

Yes. We work with real estate investors and provide tax compliance and advisory services related to rental properties, depreciation, cost segregations, S1031 exchanges entity structures, and other real estate-related tax matters.

Yes. We assist short-term rental owners with tax planning, compliance, and understanding the unique tax considerations that may apply to their rental activities. Short – term rental operations are not traditional rental activities, and understanding the differences is important to evaluate your overall tax situation.

We use secure portals, encrypted systems, multifactor authentication, and other safeguards designed to protect confidential client information.  We take data security seriously and adhere to the AICPA and North Carolina State Board of CPA Examiners rules.

Tax Caddy is a secure mobile and web-based platform that helps individual tax clients organize and submit tax documents electronically. Clients can upload tax forms, answer tax-related questions, communicate securely, and track requested items in one convenient location.

• Upload tax documents securely
• Receive and respond to document requests
• Complete tax organizers electronically
• Communicate securely with our team
• Review and track information needed to prepare their return

Link to Tax Caddy

Engagement Manager is a secure document management and workflow platform used primarily for business clients and more complex engagements. The system helps organize client documents, engagement files, requests, and completed deliverables.

• Upload financial statements and tax documents
• Exchange information securely with our team
• Receive document requests
• Access completed deliverables
• Maintain organized records for ongoing tax and advisory services

Click link below 

Link to Engagement Manager

If you would like to discuss your tax, accounting, or business needs, please contact our office. We would be happy to learn more about your situation and discuss how we may be able to help.

Contact Furman CPA