Tax Planning & Consulting

Planning your tax strategy in advance can save you from headaches and allow you to keep significantly more money in your pocket each tax season. Crafting smart tax strategies for both individuals and businesses in the Charlotte, NC area is our specialty.

We’ll help you create a solid tax strategy for every stage of life. Whether you’re starting a business, expecting a child, or getting ready to retire, we’ll walk with you every step of the way. We work to create a personalized tax plan that will lower your tax burden and set you on the path to meeting your future financial goals. Start planning your financial future today with Mark Rivera CPA, PLLC.

Individual Tax Planning Services

Proactively plan your tax strategy to lower your liability, meet your financial goals, and keep more of your money.

Tax return preparation (1040, Schedule C, Itemized Deductions, Dependents)
Tax credit analysis (Children, Education, Earned Income, Renewable Energy, etc.)
Tax bracket optimization
Estimated payment calculation and planning
Tax-efficient investing and planning
Tax withholding analysis
Avoiding or reducing Alternative Minimum Tax
Net investment income tax (NIIT) guidance
Capital gains/loss analysis and timing
Tax-deferral strategies such as an HSA
Cash flow planning
Sale of your primary or secondary residence
Retirement planning strategies
And much more

Business Tax Planning Services

From formation and structure planning, to strategic plans and scalable goals, we’ll make your business’s success our top priority.

Business tax return preparation (1120, 1120S, 1065)
Business formation and structuring (S Corp, C Corp, LLC, Partnership)
Electing an existing business into S Corp status
Entrepreneur best practices and strategies
Small business retirement plan choice
Cost segregation studies
Health insurance and employee benefit offerings
Tax-deferral strategies such as 1031 exchanges
Complex entity structuring and tiering
Local and multi-state tax return filing analysis
Capital gain/loss analysis and timing
Fixed asset and depreciation considerations
Sale or exit of business shares
And much more

“I have known Mark for over 10 years and he has been helping us with our taxes over the course of his professional career. He does an outstanding job answering all questions and making sure we get the best outcome possible. He is very efficient and great at communicating. He works hard to make sure you are set up for success even outside of tax season. I would highly recommend him to anyone.”

Brianna Booth

Just a Call or Click Away

Let Mark Rivera CPA, PLLC take the stress out of forming your business, planning for your financial future, or filing your taxes. Get started today with a free 30-minute consultation.