For many of us, April 18 represents a looming and ominous deadline — Tax Day. Be it dread of the unknown, anxiety over how to navigate a complicated process, panic about penalties or stress about the effort it takes to submit, fear of filing is real. Even Albert Einstein said, “the hardest thing to understand in the world is the income tax.” To help assuage some common … [Read more...]

We have compiled an extensive directory of financial planners in the area. Though people of any age may benefit from the guidance of a certified financial advisor, those of retirement age are facing new financial decisions daily. They need to know how much monthly income is needed, how to protect assets and how to allocate what is left behind. Moreover, senior citizens still … [Read more...]

This CPA Tax Directory is your guide to area tax professionals and is brought to you in part by VERIS, the Proactive CPA. A. Freeman Consulting & Tax 1633 Pat Kelly Lane Mount Pleasant, SC (843) 884-4807 A/P Recovery Inc 975 Johnnie Dodds Boulevard Mount Pleasant, SC (877) 906-4558 Accel Tax & Business Services LLC 235 Magrath Darby Blvd #150 Mount … [Read more...]

Amid a bevy of unstable events, like a global pandemic, the tipping of the scales of power in the political arena, social unrest, employment uncertainties and a slew of other 2020-borne calamities, it’s very understandable to contemplate burying your life savings in a jar in the backyard in case things inevitably continue hitting the fan. Yet, silver linings abound, if only you … [Read more...]

As we continue to put distance between ourselves and 2020, it remains destined to be a year not soon forgotten, despite how much we all wish we could. It saw schools and businesses shuttered, gatherings canceled and the introduction of the phrase “social distancing” into our daily vernacular. And it’s not over yet. Since March 15, 2020, over 65 million unemployment claims … [Read more...]

Take a look at this year's area tax-professional guide and find your personal hero to make what seems like a dreaded process into a year-after-year relationship filled with tax returns and peace of mind. Daniel Island | Isle of Palms | Mount Pleasant | Sullivan’s Island Daniel Island Clyde L. Heirs, CPA 297 Seven Farms Drive, Unit 301 Daniel Island, … [Read more...]

COVID-19 altered most of our plans and normal routines in 2020, and it is likely to continue affecting us well into 2021, even with vaccinations underway. One aspect that has been impacted is how we vacation, with many families choosing road trips over flying, since air travel is perceived as higher risk, particularly for the elderly and people with chronic conditions. … [Read more...]

Planning for the future is never easy. Wills, trusts and power of attorneys are complicated topics that require us to make concrete decisions, explore complex legal topics and family dynamics and ultimately contemplate our own mortality. While it’s tempting to put these big decisions on the back burner, avoiding these topics will create financial and emotional burdens for your … [Read more...]

Spending money and buying new things can be fun, while being responsible with money, creating an emergency fund, budgeting and stashing money for retirement typically …. aren’t as exciting. Yet financial responsibility is vital to living a secure life, not just so that you can plan to retire but so that you aren’t forced to go into debt due to an emergency, and you don’t have … [Read more...]