Tax Planning

Vicky Enox, CPA, PC provides comprehensive tax planning services for businesses and individuals. Through year-round tax planning, we will help you minimize your tax liabilities while maintaining compliance with tax law and ever-changing regulations. Our firm is dedicated to staying up-to-date to help you take advantage of all appropriate tax strategies.

We provide tax planning services to help with:

  • Minimizing total tax liability on assets and investments.
  • Planning for capital gains and income recognition.
  • Tax strategies for same sex marriages and domestic partnerships.
  • Multi-state and residency issues.
  • Real estate investing.
  • Preserving wealth and grow investments.
  • Trust and estate planning.
  • Retirement planning and taxation of benefits.
  • Employee benefit plans, IRAs, Roths and HSAs.


  
North Carolina certificate number : 41208