Tax Preparation

With experienced staff and state-of-the-art tax preparation and research software, Peter Bell, PLLC accurately and efficiently prepares federal and multistate returns for entities including individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.

Individual & Business Tax Preparation

We prefer to take a proactive versus reactive approach to tax preparation. By staying abreast of new tax laws and legislation, we can identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide both individuals and businesses with taxation expertise and knowledge throughout the year. We also assist businesses in the preparation of other compliance returns and reports including:

  • Annual reports
  • Property tax listings
  • Business privilege licenses
  • County and city tax filings
  • State franchise tax filings
Estate, Trust & Gift Tax Preparation

The compliance requirements for estate, trust and gift tax returns can get very complicated, very quickly. Most taxpayers are unfamiliar with the necessities and deadlines for these types of returns as they are not needed often. If you may be required to file an estate, trust or gift return or you have questions regarding these filings, let our staff help you understand and meet the compliance requirements.

Payroll Services

As your business grows, adding staff generally results in increased payroll administration. We can assist by implementing the controls necessary to ensure a reliable, efficient and effective payroll system. Our firm can also help you:

  • Develop a payroll system, including understanding pre-tax and after-tax deductions (such as medical and child care plans)
  • Prepare and timely file all necessary payroll tax returns
  • Calculate and pay “nanny” payroll taxes
  • Assist business owners in determining the proper classification between employees and subcontract laborers
  • Prepare and timely file Forms 1096 and 1099 for subcontract labor
  • Provide representation to resolve payroll issues with the Internal Revenue Service or state tax authorities
Sales Tax Services

If your company is responsible for collecting and remitting sales tax, we can assist in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Representation Before Tax Authorities

The professionals at Peter Bell, PLLC have years of experience dealing with taxing authorities. We competently and assertively represent our clients before various tax agencies including the Internal Revenue Service, the NC Department of Revenue (NCDOR), other state departments of revenue and local tax authorities.

We assist taxpayers with:

  • Notice review and response
  • Tax audits
  • Back tax matters, including criminal and civil assessments
  • Payment negotiations including installment agreements and Offers in Compromise (OIC)
  • Property tax audits
  • Penalty assessments
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1201 East Blvd. & 1735 Dilworth Road East, Charlotte, NC 28203