Maximize Your Financial Growth with Professional Tax Planning in Greensboro, North Carolina

Financial growth is important to North Carolina’s small business owners and individuals, yet the IRS lists four mistakes that many people make when filing taxes, leading to tax penalties and IRS audits. 

  • Depositing employment taxes incorrectly.
  • Failing to separate personal and business expenses.
  • Filing taxes too late.
  • Underpaying estimated taxes.

Avoid mistakes by working with our professional tax planning CPA in Greensboro, North Carolina.

Are You Facing These Common Concerns with Your Federal and State Tax Returns?

Tax laws change regularly, and it’s hard to keep up. A North Carolina tax planner helps you gain clarity when you face any of the following challenges.

  • Bookkeeping tasks required to keep tax records are stressful and fill you with anxiety.
  • You don’t know if you’re doing everything you should due to changing tax codes.
  • You don’t know where to start when it comes to tax compliance in regards to payroll.
  • You dread filing your annual small business or individual Federal tax return and state taxes because the process is too complex.
  • You struggle to keep your financial records complete and organized.
  • You’re paying too much or not enough when it comes to self-employment, business, or individual taxes.

Personalized Tax Planner Services for Individuals and Small Businesses in Greensboro, North Carolina

Your frustration and anxiety as a taxpayer ease when you hire a specialist in tax compliance and business accounting. Gain a helping hand with yearly taxes, accurate profit and expense reporting, and payroll deductions by working with a professional tax preparer

A CPA specializing in tax planning provides a selection of services that make tax planning and tax preparation services easy to manage. When you hire a North Carolina CPA for tax planning services, you have help with:

A Professional Tax Planner Helps with Individual Taxes and Self-Employed Filings

Tax planners are not solely for businesses. They help individuals, too, whether they’re an independent contractor or not. A tax advisor helps answer your tax questions, discuss retirement plans, and ensure you’ve considered the best way to plan for retirement tax changes.

A certified financial tax planner assists a self-employed or independent contractor by calculating how much to pay and when to make estimated tax payments. Year-end taxes are stress-free when you work with our tax expert

Individuals have help with annual taxes, earned-income credits, and tax tips to ensure they get a maximum tax refund. A tax planner helps you decide if an itemized tax filing is better than taking the standard deduction. If you have income from multiple states and don’t know how to file when you work and live in North Carolina, we can help.

Retirees may find year-end taxes confusing as they report income from 401k accounts, IRAs, CDs, stocks, and Social Security. Build a strong financial plan with our tax planner in Greensboro, NC.

Areas Where a Tax Planner Helps With North Carolina Small Business Owners

Professional tax planning services also assist Greensboro small businesses in maximizing their profits and lowering their tax debt. When you work with a certified accountant specializing in tax planning, you have expertise regarding tax strategies that lower the amount of business taxes you owe. 

Your tax pro helps you report and make timely payroll taxes. Tax accounting specialists make sure you set aside enough money to cover your share and your employees’ share of federal and state income taxes, Medicaid, and unemployment taxes.

When the year ends, your tax planner files the correct tax forms and ensures you get the maximum deductions. A comprehensive tax service helps you avoid an IRS audit by avoiding mistakes that business owners often make when using tax preparation software. 

Embrace the Benefits of Working with a North Carolina Tax Planning Specialist

Jennings Smith, CPA is the Greensboro, NC tax planner you need on your side. After working with Fortune 500 companies for 15 years, Jennings switched to helping entrepreneurs with everything from annual tax returns to submitting North Carolina sales tax payments. 

His insight into entrepreneurship comes from running his own business to pay for college. He’s worked for large organizations, but his true passion is helping people and small businesses with their tax planning needs. He’s been there and knows how challenging it is when you’re not a tax professional. 

Schedule a consultation with Jennings Smith, CPA by filling out his online contact form or calling (336) 638-1895.

Jennings Smith, CPA logo
Jennings Smith, CPA, PLLC

701 Green Valley Road, Suite 100, Office 202
Greensboro NC 27408
[email protected] (336) 638-1895
© Copyright 2025. All Rights Reserved.