Individuals & Families
Returns done right, and a plan for next year.
- Tax return preparation
- Year-round tax planning
- IRS and state notices
- Estimated tax payments
Accounting · Tax · Advisory
Dependable accounting and tax work for individuals and small businesses
We prepare returns, keep the books, and answer questions all year.
Services
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Tax Preparation
Accurate and timely filing of your tax returns.
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Tax Planning
No surprises come tax season. Get help with your estimated tax payments.
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Accounting
A clear financial picture of your business every month.
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IRS Correspondence
Have a notice and don't know how to respond? We will talk to the IRS on your behalf.
Who we work with
Two kinds of clients, one standard of care.
Small Businesses
Clean books, returns filed, and no surprises in April.
- Bookkeeping
- Business tax returns
- Advisory
- Catch-up and cleanup bookkeeping
How working with us goes
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Start with a conversation
A phone or video call so we understand your situation before any work begins.
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Send documents securely
Upload through the client portal instead of email.
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We prepare, you review
Nothing is filed until you have seen it and your questions are answered. We stay available afterward.
About the practice
This practice was started because we wanted something more for our families… we look after every household and business we work with the way we would want our own families looked after.
Jack Regan, CPA, Partner
Bachelors in Accounting from Bob Jones University, then CPA. Started in audit; gained experience at a small CPA practice in South Carolina preparing individual and small-business returns and monthly accounting.
Adam Regan, CPA, Partner
Placeholder [TWO OR THREE SENTENCES: how long he has practiced, where he trained, the kind of work he focuses on, and what a client can expect when they work with him.]
Where we serve
Serving clients anywhere in the U.S.
We work remotely, so where you live does not limit us on filing your taxes or keeping your books.
Home base South Carolina
Where we live and work, and where the practice is based.
Close ties New Hampshire
Where we grew up and still spend plenty of our time.
Remote Anywhere in the U.S.
We meet by phone or video and exchange documents through a secure client portal.
Client Center
Already a client? Everything you need is here.
Portal login
Returns, statements and messages in one place.
Upload documents
Send W-2s, 1099s and records securely.
Pay an invoice
Pay online by card or bank transfer.
Tax deadlines
Filing and payment dates for the year.
Let's talk about your taxes or your books.
Call +1 603-321-2308, or choose a time that suits you.