About Carolina Tax Advisor

The Carolina Tax Advisory Group enjoys and A+ rating from the Better Business Bureau as an accredited business since 2006.  The firm provides tax, retirement income planning, asset protection, financial and estate planning.

Our mission is simple; by placing the client’s interests first- their success is our success.

  • Rule No. 1:  Never lose money.
  • Rule No. 2:  Never forget rule No. 1.

It is our relationships and our commitment to clients which enables us to develop innovative strategies that are safe and secure for our clients.  We agree with Warren Buffett and his two rules of investing;

There are three retirement risks which can determine whether you run out of money; market risk, inflation risk, and longevity risk.  We can design plans that will protect you and mitigate these risks.  If retired or about to retire, the safe return of your money can be more important than a return on your money. 

All too often the financial world is a mixed maze of information, and it changes daily.  We strive to provide a clear path for our clients.  When the customer has clear understanding of risk, the client can make the right decisions.  We educate our clients and believe an educated customer knows how much risk they want to have for their investments.

Although no one like to pay taxes, we all must deal with them in our business and personal lives.  Because there is no way for us to escape taxes, our goal is to help you make dealing with taxes as painless as possible.  Knowing the rules is the first step.

It is important to keep in mind that tax planning is something to think about ALL year, not just as filing time on April 15th.

Remember, the amount of taxes you pay is not fixed.  It is not the same for everyone who receives the same amount of income.  Minimizing your taxes requires using, to your best advantage, the laws, regulation, court decisions, and rulings that are issued for your guidance.  All are accepted and even recommended ways to help you pay your fair share, but not more than your fair share.

Let us help you secure your financial future.