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Let Us Help. Call (336) 897-7693.

Consultation

You can expect an extensive consultation on your first visit. Our goal is to
assess your needs and desires and to see that you pay the least amount of tax
legally possible.

During the initial meeting we will review the following:

  • Paycheck Stubs
  • Debt information- credit cards, mortgages, etc.
  • Housing and Utilities Expenses
  • Medical expenses
  • Life insurance policies
  • Automobile Information
  • Bank Statements
  • All sources of supplemental income
  • Brokerage Statements
  • Invoices/Receipts
  • Canceled checks or your check register

With this information in hand we can provide you with the best assertive tax advice. Do not let the IRS intimidate you.

Click here to setup a consultation.

flourish
Swaim & Associates are the first accountants who ever told me what I could deduct instead of telling me what I could not deduct. They are very proactive in digging for deductions, very aggressive.
Paul L., Columbia, SC
flourish