Forbes & Company tax services connecting Charleston businesses and individuals with expert tax preparation and planning solutions across the region

TAX PREP AND PLANNING SERVICES

Tax preparation that
works as hard as you do

Your tax situation deserves more than generic software solutions. Get expert tax planning and preparation from tax professionals who understand your situation.

Tax prep and planning for
those who expect more

Real estate investors need to think about depreciation and 1031 exchanges. Professional service firms need to plan around fluctuating income and entity structure. Influencers and entertainers deal with royalties, brand deal income, and self-employment tax questions that a general tax preparer might never have encountered. Entrepreneurs need a tax strategy that can flex as their business grows. Whatever your situation, planning ahead beats reacting after the fact, every time.

At Forbes & Company, tax planning isn’t something we squeeze in during the weeks before a deadline. We work with clients throughout the year, which means we can spot opportunities to reduce your tax burden while there’s still time to act on them, rather than discovering missed deductions after the fact.

Tax service solutions that fit your needs

Our flexible pricing structure ensures you get exactly the support you need
without paying for services you don’t.

	Basic Tax	Proactive Tax	Annual Tax & Accounting	Monthly Tax & Accounting	Full-service Tax & Accounting
	Starting at $795 annually	Starting at $1,495 annually	Starting at $2,995 annually	Starting at $895 monthly	TBD by engagement monthly
Tax Return Preparation
Estimated Payment Recommendations
Financial Preparation			Annually	Monthly	Monthly
Year-end Planning
1099s
Payroll Assistance
Payroll Processing
Accounts Payable
Accounts Receivable
Fractional CFO

THE DIY TAX TRAP

Online tax software misses opportunities you can't afford to lose

Filing your own tax returns might save money upfront, but it often costs you more in missed deductions and poor tax planning. You need strategic tax counseling that goes beyond basic preparation.

Most people using online tax solutions miss:

Available tax credits and deductions specific to their situation
Strategic tax planning opportunities for wealth management
Professional guidance on complex tax laws and changes
Year-round support for major financial decisions

Forbes & Company driving Atlanta business growth through comprehensive tax planning, preparation, and strategic tax consulting services

THE PROFESSIONAL ADVANTAGE

Expert tax preparation that
saves you money

Professional tax planning services deliver more than accurate tax returns—they provide strategic value that pays for itself. Get the expertise of experienced tax professionals who specialize in maximizing savings for individuals and business owners.

Your tax preparation includes:

Comprehensive review of your complete tax situation
Strategic tax planning to minimize your overall tax burden
Expert preparation and filing of federal and state returns
Year-round tax support for financial decisions
Proactive planning for next year’s tax strategies

Expert tax preparation

Professional preparation and filing of your tax returns with attention to every detail and available deduction.

Strategic tax planning

Year-round tax support that helps you make tax-smart financial decisions throughout the year, not just at filing time.

Digital convenience

Secure digital tax filing service with online document sharing and real-time communication with your tax professional.

Ongoing support

Access to experienced tax professionals for questions, planning, and guidance on major financial decisions year-round.

Common questions we get about our tax services

What’s the difference between tax preparation and tax planning?

Tax preparation is filing your return accurately based on what already happened. Tax planning looks ahead, identifying strategies throughout the year that can reduce what you owe before the year closes out. We believe both matter, which is why our service levels include both options for clients in Alpharetta, Charleston, and everywhere in between.

I already use tax software. Why would I need a firm like yours?

Tax software is built to handle standard situations efficiently, but it can’t ask the kinds of questions a person can. It also won’t flag opportunities specific to your industry or business structure. Many of our clients, from real estate investors to professional service firms to entrepreneurs, come to us after realizing their software-prepared returns missed deductions or credits they were entitled to.

Do you work with clients who have income from multiple states?

Yes, multi-state tax compliance is something we handle regularly, especially for real estate investors with properties in different states, professional service businesses with clients across the country, and entrepreneurs running remote or distributed teams from our greater Atlanta and greater Charleston base.

How far in advance should I start tax planning?

Ideally, tax planning happens year-round rather than in a single sitting. That said, it’s never too late to start. Even a mid-year or year-end planning session can uncover opportunities you’d otherwise miss, no matter which of our specialty industries your business falls into.

Can you help with tax questions specific to being a social media influencer or entertainer?

Definitely. We understand the unique tax questions that come with brand deal income, royalties, self-employment tax, and the irregular revenue patterns common in the creative economy, and we work with creators throughout the greater Atlanta area, the greater Charleston area, and across the country.

Ready for tax preparation that adds value?

Experience tax planning services
designed for your success

Stop leaving money on the table with generic tax preparation. Get the strategic tax planning and expert preparation your financial situation deserves from professionals who understand your goals.

Get in touch

contact us