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Tax Planning and Preparation Services

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.

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.

Contact Us Today

It can feel confusing and overwhelming to manage your accounting needs, especially when running a business. We’re committed to reducing your stress and making your life easier.

The team at Scharf Pera & Co., PLLC is trusted by businesses and individuals throughout the Greater Charlotte area. We’ve been serving clients since 1977 with our team of responsive, reliable professionals.

When you need experienced accountants who are committed to your success, we invite you to reach out to us. We look forward to helping you with your accounting, tax, and auditing needs.