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Home2024-06-20T16:10:28+00:00

Build your business
with MOORE Value

Business Tax, Consulting & Profitability Management

We help local private business owners start, grow, and exit their companies by providing custom service packages for accounting, tax, and financial advice for businesses based in North Carolina.

We utilize technology to provide a secure client portal, paperless tax returns, and e-signing capabilities. We provide efficient and cyber-safe methods to exchange data.

Our People are client service focused, treat others with respect, and have over 70 combined years of experience with privately-owned businesses.

Our Firm is in good standing with the North Carolina State Board of Certified Public Accountants, complies with all taxing agencies, and exceeds Continuing Professional Education requirements.

Our Clients are proactive, adopt technology tools, and value trustworthy relationships. They engage us for the long-term and expect communication throughout the year (not just during the tax season).

Stan Moore with Client

We Do Not provide services for:

  • Individuals who are not active business-owners (we only serve business owners)
  • Physicians
  • Non-profit organizations
  • Companies requiring attestation services such as: Audit, Review, or Compilation
  • Businesses based outside of North Carolina
  • Clients not willing to use Quickbooks Online
  • Clients that are not comfortable using an online portal, e-signing, digital documents, virtual meetings, & online calendar scheduling
  • Clients with back-taxes or past-due tax filings
  • Bankruptcy scenarios
  • Forensic Accounting
  • One-time consults
  • Divorce situations

HOW WE HELP YOU

money-check

Foundation:

We build quality financial data
We make the complex simple
We save you time

Profitability:

Improve profit margins
Maximize tax efficiency
Budget profitable growth

chart line up

Strategic:

Proactive business expansion
Owner exit strategies
Optimize capital

MOORE Value Plan
Sample Annual Budgets

Starter

$5,000+Annually
  • Businesses < 5 Employees
  • Quickbooks Optimization
  • Growth Planning
Plan Details

Growth

$10,000+Annually
  • Businesses 5-10 Employees
  • Software Integration
  • Quarterly Financial Checkups
Plan Details

Custom

$20,000+Annually
  • Businesses > 10 Employees
  • Custom Financial Analysis
  • Exit Strategy Planning
Plan Details

Client Services Include:

  • Annual income tax return preparation, filing, review, and consultation
  • Annual tax projections and planning
  • Review of prior year’s tax returns (first time clients)
  • Quickbooks Online Subscription: 30% discount off retail prices
  • Profitability review & recommendations
  • Bill.com discounted access, free setup & training (transaction fees apply)
  • Secure online portal with tax return access and storage
  • Convenience of virtual or in-person meetings
  • Frequent tax tips on Facebook and blog

Small Business Tax & Consulting

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