Proactive Tax & Compliance Planning

Clear planning. Timely compliance. Better decisions year-round.

We help North Carolina business owners & individuals turn tax obligations into strategic advantages. Our proactive tax planning and compliance services reduce surprises, improve clarity, and ensure accurate filing year-round.

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A proactive approach to tax planning & compliance

Stan P. Moore CPA, PLLC, provides year-round support to help North Carolina businesses and families stay compliant while planning with confidence.

Proactive Tax Planning

We take a forward-looking "deep dive" approach to help clients understand upcoming tax obligations and identify opportunities long before year-end. Our proactive tax strategies focus on timing, structure, and informed decision-making rather than last-minute reactions.

Tax Compliance & Planning

Accurate filing and timely compliance are the foundation of financial health. We manage ongoing tax planning and compliance to ensure federal and North Carolina state requirements are met, keeping your planning strictly aligned with your broader financial goals.

CPA-Led Tax Solutions

Our proactive tax solutions are delivered by a licensed CPA who understands the complex intersection of individual and small business tax needs. Clients receive consistent guidance, personalized video reviews explaining their returns, and planning support throughout the year.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

Plan with proactive tax guidance.

  • Ongoing planning support: Clients receive year-round strategic forecasting that anticipates obligations and identifies savings opportunities throughout the fiscal year, not just at filing time.

  • Compliance confidence: We manage tax planning and compliance to ensure accurate, ethical, and on-time filings, quarterly estimates, and regulatory deadlines.

  • Strategic insight: Our proactive tax strategies help align your business and personal financial decisions with current tax rules, so you can act with clarity and understand the "why" behind the numbers.

  • CPA-led guidance: As a tax compliance and planning CPA firm, we provide reliable advice grounded in current tax law, integrity, and decades of practical business experience.

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Basic Services

Hourly Rate on
Monthly Pay Schedule

+

PRO
MEMBERSHIP

$250 per month

PREMIUM
MEMBERSHIP

$500 per month

Ways to Work Together

Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and Premium monthly member benefits.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

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Case Studies

  • Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!

  • Michael and Stacie owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!

  • Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

How proactive tax planning works

Step 1: Review & understand

We begin by reviewing your current situation, prior filings, and financial activity to establish a clear, data-driven foundation for proactive tax planning.

Step 2: Plan ahead

Using forward-looking analysis, we apply proactive tax strategies to identify opportunities, anticipate cash flow needs, and support effective tax planning and compliance.

Step 3: Ongoing guidance

Throughout the year, our proactive tax planning services provide ongoing support for estimates, deadlines, and legislative changes that may affect your tax position.

Step 4: File with confidence

As tax compliance and planning CPAs, we prepare and file required returns with precision, ensuring the final execution aligns perfectly with the strategy we built together.

FAQs

  • This comprehensive service combines forward-looking tax strategy with consistent compliance support. The service focuses on planning for tax obligations, managing estimates, and aligning financial decisions with current tax rules throughout the year, rather than treating taxes as a once-a-year event.

  • Proactive tax planning helps individuals and small businesses avoid last-minute surprises by identifying potential tax obligations early. This approach supports better tax planning and compliance by allowing time to adjust decisions, improve record-keeping organization, and stay prepared for upcoming deadlines without the stress.

  • Proactive tax planning services provide structure and clarity by addressing tax considerations before they become urgent issues. Ongoing planning, timely guidance, and compliance oversight help clients understand exactly what to expect and stay confident throughout the year.

  • No. Tax compliance and planning benefit both individuals and business owners. Anyone with changing income, investments, or complex financial activity can benefit from proactive tax strategies that support accurate filing and informed financial decisions.

  • A tax compliance and planning CPA provides guidance grounded in current tax law while maintaining a forward-looking planning approach. This ensures tax planning and compliance are aligned, accurate, and adaptable as your financial situation evolves.