Delivering Tax, Bookkeeping, Audit & Consulting
With Character, Commitment & Competence


Tax Assurance & Accounting

We Advise 
GWI provides a full range of tax, accounting and consulting services for individuals, S Corporations, C Corporations, Limited Liability Companies (LLCs), partnerships, estates and trusts. We provide national and international assistance in: 

Tax research, preparation and planning Business set up, planning and consulting Accounting, bookkeeping and payroll services Certified QuickBooks Pro Software Advisors Financial analysis and planning Tax problem resolution (IRS & state). 

Tax Preparation

We Prepare 
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. 

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. 

GWI prepares Individual, S Corporation, C Corporation, LLC, LLP, Partnership, Fiduciary, Estate and Trust tax returns. All returns are checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. 

Personal income tax returns can be filed electronically to speed up your refund and make filing your tax returns easier. We try to find potential deductions that you can utilize next year to minimize your tax liability. For you personal income tax return, we will send you a tax organizer each year. The tax organizer will assist you in accumulating your tax information and assist us in making sure your tax return is complete and that we have identified all deductions that pertain to your individual tax situation. 

If you own a small business and haven't kept up your bookkeeping, we can help you. We'll prepare your bookkeeping for the year and prepare a full Schedule C. Then we'll help you set up an easy system that allows you to keep your books maintained. 

Planning Services

We Plan 
Careful planning is critical for both short and long term financial success. GWI has the expertise to help you establish your goals and the experience to help bring them to fruition. This careful attention to your needs creates strategies tailored to your special objectives. 

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 mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year. 

Our individual tax-planning services include: 

  • Projections of your current tax liabilities and cash flow needs
  • Analysis of the tax aspects of your investments
  • Personal finance planning
  • Family income-splitting
  • Planning for retirement, including plan distributions
  • Estate planning and gifting strategies

Contact us for your tax needs.

Tax Planning Days left in 2021

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© Greg W. Isley, CPA, PA 2021, 9205 Baileywick Road, Suite 101, Raleigh, NC 27615
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