Strategic Tax Planning. Keep More of What You Earn.
Tax Preparation Looks Backward. Tax Planning Looks Forward.
Most tax-saving opportunities are created long before a tax return is ever filed.
Every year, individuals and business owners make financial decisions that can significantly impact their tax liability—often without realizing it until tax season arrives. Unfortunately, by then, many planning opportunities may no longer be available.
At Piedmont Tax Advisory Group, we help clients take a proactive approach to tax planning by identifying opportunities throughout the year and implementing strategies designed to reduce taxes, preserve wealth, and support long-term financial goals.
Tax preparation reports the past. Tax planning helps shape the future.
Our Services
Baseline Strategic Tax Plan
A comprehensive, one-time tax planning engagement designed for professionals, business owners, and investors seeking proactive guidance. Through a detailed review of your financial situation, we develop a customized blueprint that identifies planning opportunities, highlights potential areas of concern, and provides actionable recommendations tailored to your goals.
$4,499
Advanced Strategy Architecture
Designed for established business owners, active real estate investors, and growing organizations seeking ongoing strategic guidance throughout the year. This annual engagement includes quarterly strategy sessions, proactive planning reviews, and year-round support to help you navigate important business, investment, and financial decisions with confidence.
$8,999
Premier Tax Strategy
Designed for high-net-worth individuals, medical practice owners, and complex multi-entity businesses seeking a highly personalized approach to tax planning. This annual engagement provides advanced planning support, ongoing strategic guidance, and priority access throughout the year.
$21,599
Tax Preparation & Compliance
Our planning engagements focus on proactive tax strategy and decision-making throughout the year. For clients seeking assistance with tax return preparation and compliance, federal and state tax filings may be added to any engagement for an additional fee.
Tax preparation fees vary based on the complexity of the return, entity structure, and filing requirements.
Articles
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S-Corp vs Schedule C – How You Should File
Realtors often question whether they have chosen the correct entity for their business. Most realtors begin as sole proprietors and report their business income and expenses on Schedule C. This method is suitable in the beginning, as income is generally limited. Nonetheless, their income grows with time, and soon they have a net profit of $100k.
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Is Cost Segregation Right for You: Real Estate Tax Strategy
Cost segregation studies have been long considered as an essential tool for real estate tax consultants. Consultants can leverage cost segregation to accelerate the depreciation of their client’s property, whether it’s a single-family home, an office building, or a retail storefront, and deduct it against their taxable income…
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What you need to know about an IRS installment agreement
If you owe taxes to the IRS, you can establish an installment agreement to pay them off over an extended period of time…
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Healthy Wealth: Tailored Financial Strategies for Greensboro’s Healthcare Professionals
While these hospitals focus on saving lives, many of their dedicated professionals—nurses, physicians, administrators, and yes, those traveling healthcare heroes—are searching for ways to keep their finances healthy too.
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How Much Should a Triad-Based Physician Pay Themselves in W-2 Salary vs Distributions?
For physicians operating as S-Corporation owners in the Triad region of North Carolina: Greensboro, Winston-Salem, and High Point, the question of how much to pay yourself in W-2 salary versus distributions isn’t just financial, it’s strategic.
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Why Your S-Corp Could Be Costing You Thousands in North Carolina Taxes (and How to Fix It)
If you’re a physician, dentist, or consultant running an S-Corp in North Carolina, you might be unknowingly losing thousands of dollars each year.
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What to do if you can’t afford to pay the IRS
Jenny sighed as she opened the envelope that had “Internal Revenue Service” stamped on the left corner. She was a resident of Greensboro, North Carolina, and like many others, she was struggling to cope with inflation and rising costs…
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Understand an IRS Offer in Compromise
Falling behind on your federal taxes can be a daunting experience. The IRS may aggravate the situation by imposing additional penalties and interest on an unmanageable tax debt. However, there is a potential solution…
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The Failure to Deposit Penalty and What It Means for Employers
The Failure to Deposit Penalty applies to employers that don’t make employment tax deposits on time, in the right amount, or in the right way…
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End of Year Tax Checklist for Realtors and Real Estate Professionals
As the year draws to a close, it’s crucial for real estate professionals to start preparing for the upcoming tax season. The IRS considers realtors as small businesses, which brings with it many opportunities but pitfalls that can be costly. Don’t let the tax season catch you off guard; follow our checklist to ensure you are well-prepared for tax planning. By doing so, you can avoid overpaying the IRS and maximize your profits
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IRS Ends Pandemic Collection Pause in 2024
Are you aware that starting in January, the IRS will begin sending automated collection notices and letters to individuals, businesses, tax-exempt organizations, trusts, and estates with tax debts prior to 2022 for individuals and prior to 2023 for businesses?
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Innocent Spouse Relief – Basic Qualifications
Innocent spouse relief relieves a person from paying additional taxes if their spouse understated taxes due on their joint tax return and they didn’t know about the errors.
Hannah M
I recently had the pleasure of working with Piedmont Tax to file my taxes, and I can't recommend them enough! Their team was incredibly responsive and helpful. They guided me through the entire process, making this experience stress free. One of the standout features of their service was the personalized attention I received. My tax consultant, Natalia, took the time to understand my financial situation and answered all of my questions. Joshua provided valuable insights on deductions and credits I wasn't even aware of, which ultimately saved me a significant amount of money. Overall, my experience with Piedmont Tax Advisory Group was exceptional. They both made filing my taxes simple and stress-free, and I am confident that I received the best possible outcome. I would definitely recommend their services to anyone looking for reliable and knowledgeable tax assistance!
Testimonials
Michelle A
I recently had a terrible with a tax accountant who assured me they knew what they were doing. Unfortunately, I paid the price for their inexperience. In my search for a tax accountant familiar with all things real estate, investment properties, etc. I came across an email from Joshua Scott & Associates. During our conversation, I made note of key items that I learned from a tax webinar on real estate and Joshua did not disappoint. He mentioned all of the key terms that I was looking to hear from a tax accountant with expertise in real estate and investment properties. We determined that it was best to leave the past in the past and work on 2022 taxes onward. I received great advise and have now applied all of his recommendations in my 2023 tax preparation. I am so happy that I waited and vetted a tax accountant correctly. I am no longer paying for the mistake of others and 100% satisfied with Joshua Scott & Associates. Great customer service and HIGHLY RECOMMENDED.
Vanessa B
Outstanding Service and Expertise - Highly Recommend! We recently had the pleasure of working with Josh for our tax preparation and financial planning needs, and I am compelled to share our exceptional experience. From our first consultation, it was clear that Josh was not only highly knowledgeable but also genuinely committed to our financial health. Josh and Natalia were welcoming and professional, making us feel comfortable right from the start. He took the time to understand our unique financial situation, which included some complicated aspects that previous tax preparers had not handled satisfactorily. They were incredibly thorough, ensuring no detail was overlooked. What impressed us the most was how Josh managed to identify several key areas where we could optimize our tax savings—opportunities that we, and apparently previous advisors, had completely missed. They explained complex tax laws in a way that was easy for us to understand, empowering us with the knowledge we needed to make informed decisions. By the end of our session, we had a clear plan for our future financial direction, tailored specifically to our needs. I can’t recommend Josh and Natalia enough. If you’re looking for someone who is reliable, knowledgeable, and meticulous about getting every detail right, look no further. They went above and beyond, and we will forever be grateful.
Industry Memberships & Recognitions
