145 N. Lakeshore Drive, Suite 9, Lake Junaluska, NC 28745

Tax Services

At Somerset Tax Partners, your success is our priority. Explore the links our site and read about our services below or contact us today to discover how our comprehensive tax services can save you time and money.

Comprehensive Tax Services Tailored to Individuals and Small Businesses

How Can We Assist You?

Navigating today’s tax laws can be challenging. Whether you’re handling business tax returns or personal taxes, staying compliant with IRS regulations can feel overwhelming. With numerous critical details to manage, mistakes or omissions can lead to penalties, fines, or other issues with the IRS.

At Somerset Tax Partners, led by R. Joseph Ritter, Jr., we cater to both individual and business tax planning, preparation, and filing needs, ensuring compliance with ever-evolving tax laws and regulations. Our comprehensive tax services not only cover current returns but also help you plan ahead to maximize eligible deductions and credit opportunities.

Individual Tax Preparation

Our individual tax preparation services are designed to help you maximize your returns.

Small Business Tax Preparation

Building a relationship with a tax preparation firm that truly understands your business is crucial. As your trusted advisor, we ensure you meet all tax obligations, helping you avoid penalties and fees that can impact your profitability.

As tax professionals, we know that business owners are very good at what they do. Whether your business is a trade, service, retail or anything else, you’ve carved out an important niche. Your customers also expect you to respond when they need you.

Don’t look at a tax professional as a “wish-list” item when you have more money. What we offer is navigating tax regulations for you, so that you can focus on your customers and generating income. Every hour you spend trying to navigate business taxes on your own is an hour of income lost. How many hours does it take you now, and how much lost income is that?

Tax Planning

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Estate & Trust Tax Services

Estate & Trust Tax Services
Navigating the complexities of income tax returns for trusts and estates can be challenging. Our team includes professionals skilled in all aspects of trust and estate administration, adept at handling the unique tax and accounting issues involved.

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Effective planning is essential for legally and successfully minimizing your tax burden. We offer proactive tax-saving strategies that go beyond mere compliance, aiming to boost your after-tax income.

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Not sure we offer the service you are looking for?

Get in touch with us today and schedule a complimentary consultation.