Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our skills in the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Our goal is for our clients to pay the lowest amount of taxes allowable by law and we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

You have worked hard for your income.  Let us help you reduce your tax burden.

We recommend Tax Saving Strategies that help you...
  • grow and preserve assets by keeping Uncle Sam out of your pockets.

  • defer income so you can keep your money now and pay less taxes later.

  • reduce taxes on your income so you keep more of what you make.

  • reduce taxes on your estate so your family keeps more of what you've made.

  • reduce taxes on your gifts so you can give more.

  • reduce taxes on your investments so you can grow your wealth faster.

  • reduce taxes on your retirement distributions so you can retire in style.
Here's just a few of the Tax Saving Strategies we use...
  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.

  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate and achieve tax deferral to future periods when appropriate.

  • Deferring tax liabilities through certain investment choices such as pension plans, IRA contributions and other similar plans.

  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
Remember, we work for you not for the IRS. Many of our clients have reduced their tax liability through careful planning and legitimate tax strategies.

If youÂ’d like to receive more information about our Tax Preparation Service, contact us by using the link below or call either of our two offices.

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Monroe, NC , Moyer, Smith & Roller, P.A.

Moyer, Smith & Roller, P.A. | 2213 Commerce Dr., Monroe, NC 28110 | Phone: (704)283-7748 | Fax: (704)283-0510 | cpamonroe@msr-cpa.com