Tax Preparation & Planning

Furman CPA’s specialized tax planning services include:

  • A desk scene with a cup of black coffee, a smartphone displaying a calculator app showing zero, a pen, a blank sticky note, a check, and a tax document titled 'Tax Withholding and Estimated Payments' on a black surface.

    Income Tax Planning

    Our deep expertise in federal tax law, regulatory guidance, and tax court rulings allows us to provide strategic advice that minimizes tax liabilities while maximizing available benefits—all within full compliance. By leveraging real-time technology, we stay ahead of tax law changes and understand their impact on our clients. We take a proactive approach, developing clear plans in advance so clients have the insight they need to make timely, informed business decisions.

  • A US dollar bill with a circular button featuring the American flag placed on top.

    Federal and State Credit and Incentive Programs

    Federal and state tax credits and incentives can significantly reduce tax burdens for both businesses and their shareholders—creating real financial value. Furman CPA brings specialized expertise to help identify and maximize these opportunities, advising on the full range of government incentives your company may qualify for.

  • A rural road leading into South Carolina, with green state line and Chesterfield County signs on the side amidst lush green trees and farmland under a cloudy sky.

    Multistate Taxation and Nexus Planning

    Expanding into new states, soliciting out-of-state sales, or operating across multiple jurisdictions can create complex state and local tax (SALT) challenges. Our team leverages deep expertise in sales and use tax regulations to help you navigate these complexities with confidence. We take a proactive approach to ensure compliance, reduce risk, and help you avoid costly penalties.

  • A model house with a gray roof and red and white walls on a wooden surface, with a key and keychain nearby.

    Trust and Estate Planning

    Effective trust and estate planning is key to preserving your wealth and ensuring it is distributed according to your wishes. Our specialized expertise helps facilitate the smooth transfer of assets while minimizing estate and gift taxes—ensuring your intentions are honored and your beneficiaries are supported with thoughtful, expert planning.

  • north carolina gift tax planning

    Gift Tax Planning

    Our comprehensive gift tax advisory services are designed to help high-net-worth individuals and families navigate the complex landscape of federal and state gift tax regulations. We provide strategic guidance to minimize tax liabilities while ensuring full compliance with IRS guidelines to manage a tax-efficient transfer of generational wealth.