Tax Planning & Preparation

Tax Services for Businesses and Individuals by Experienced Charlotte CPAs

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Tax Planning and Preparation

Scharf Pera & Co., PLLC can provide you with the peace of mind that you’re keeping your tax bill at an absolute minimum while also complying with tax laws.

We perform a variety of tax services for both individuals and businesses, including planning and preparation of estate, corporate, partnership, trust and individual returns. Our experience extends across industries such as healthcare, manufacturing, retailers, real estate developers, and restaurants, among many others.

Our knowledge and preparation services will make tax time go more smoothly for both your personal and professional needs.

A great financial partner - very professional, easy to work with and have done a superb job for me and my company for over 25 years.

Dale Halton

Estate Planning

Estate planning is more than just the transfer of wealth upon death. Professional estate planning considers your goals and plans for your assets during life and beyond.

The professionals at Scharf Pera & Co., PLLC are experienced in all facets of estate planning and can assist you with control over family assets, the succession of the family business, retirement planning, wealth management, and charitable giving.

We help you and your advisors implement estate planning strategies that are customized to your needs. We assist in minimizing your estate taxes and ensuring your assets are distributed according to your wishes.

Let’s Discuss Your Financial Success

Our firm has been helping both individuals and businesses create bright futures for their finances since 1977.