Adam Shay CPA, PLLC

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Whether you are an individual or a business owner (or both), you don’t need to pay more than your fair share of taxes. But minimizing your tax liability is a skill that is both an art and a science. Many taxpayers don't recognize this fact, so they plunge ahead, without proper planning -- and quite often, they overpay.  If you have ever paid too much in taxes, and we all have, you should realize the benefits of having a trusted partner to guide you through the process.

We are the proactive CPA firm that provides tax planning, tax preparation, and business advisory services to our clients.  We work with clients in Wilmington, NC as well as around the state, country and world.  We utilize a fixed price approach and technology to partner with our clients.  We believe that the majority of the market is underserved and that there is a better way of doing things.  We use a team based and educational approach in everything that we do.  We also use a custom approach and plan specific to each customer.

Our tax planning approach is to look at the client's complete picture from all angles.  We use this understanding of where they are, combined with where they expect and want to be to come up with a plan to get there as tax efficiently as possible.  That being said, we realize the tax tale can't wag the financial dog.  You have to make the right decisions after considering all the decision factors.

Our approach to tax preparation is to help our clients come in organized, find every legal deduction, and come back together with the client to review their tax return.  We will not just say sign here- we want our clients to understand their moving parts so that they can make better decisions in the future.  In addition to the preparation, we provide our clients with a "Growing Forward" document that helps them better understand how they could improve in tax efficiency or financial management moving forward.

With our business advisory services we truly customize it to the client.  This aspect of our business can include anything from accounting system recommendations and setup to high-level strategic decisions.   On accounting system work we help people transition from manual processes to software options.  Those can include anything from Quickbooks desktop, to cloud-based solutions such as Quickbooks Online, Xero, and other up-and-coming cloud-based solutions.  We can provide monthly or quarterly reviews of the accounting data.  Besides those more record-keeping services we can provide the bridge between strategy and numbers.  With these Virtual CFO services we help fill a big gap that growing businesses may face- more complex financials and operations without enough revenues to have the experienced and relevant skills to help guide the company financially.