Simplify your financial journey with our expert Tax and Accounting services, designed to optimize your financial health and ensure compliance. From strategic tax planning to precise accounting solutions, we provide the expertise you need to confidently manage your financial affairs.

How We Work

Our team is instantly recognizable to many clients of the following firms:

We bring many decades worth of experience at CPA and EA firms, handling a wide array of client situations. While tax and accounting are the core of what we do, we can also help you with the nuances of Rollover as Business Startups (ROBS Plan), 72(t) distributions, IRS Letters, Tax Projections, Payroll, Sales Tax filings, etc. Many of our clients look to us as an outsourced CFO; they realize the synergies inherent in a fully integrated firm combining tax, wealth management, and insurance.

NOTE: Attaway Linville PC continues to operate as an associated CPA firm. When required, we leverage its resources to complete certain client projects including: audit, attestation, valuation, etc.

Business Services

Business Services

We perform a wide array of services from basic bookkeeping, accounting, taxes and payroll, to higher-end services and other complex work. Some of these projects are completed under Attaway Linville PC, which may include items such as: compilations, reviews, valuations and audits. As business owners and investors, we understand the needs of business owners and investors. In addition to the basic services, we can provide tailored solutions through our outsourced Chief Financial Officer (CFO) engagements.

Despite what others seem to advertise, there really are no “one-size-fits-all” solutions. We know businesses and owners have different needs. Our team has a reputation for personalized and responsive service and can customize our support to help clients achieve their business objectives based on what they believe they need. To do this, we offer a range of services (available individually or as “bundled” services) most helpful to business owners and executives

  • Accounting Services
  • Tax Reporting and Planning
  • Specialized Services
  • Planning
  • Accounting Software Integration & Support
Individual Services

Individual Services

You will quickly realize that we do not focus on volume and filing as many tax returns as quickly as possible, like some competitors. Instead, we take time to understand our clients’ financial situation and goals. Our forward-looking approach allows us to structure opportunities, make tax elections and create a plan to help you reach your goals. The same theories and proven tax-reducing strategies that are applied to our clients with multiple business can also be applied to your specific individual situation. The result is minimized taxes and fewer notices from the IRS.

The range of issues experienced by our individual clients varies, and our experts are there to provide support. We are proactive in our approach to helping you reach your financial goals. As you can imagine, this extends far beyond individual tax returns, into IRS representation support, holistic tax planning, and comprehensive real estate tax services, etc.

Are you interested in minimizing your tax liability? Do you have multiple real estate investments? Are you concerned about recurring IRS notices? You should reach out to Attaway Linville today to learn more about how we can support you. Please contact us today at 803-831-0263 or 404-607-8400 or complete the form on this page for more information.

IRS Representation

We understand that good people have tax problems. These problems are often the result of circumstances beyond anyone’s control. Changes in the economy, health and relationships are just a few circumstantial changes that can prevent a taxpayer from paying, and sometimes even filing, their taxes. When the IRS, state or county taxing authorities get involved, the situation can quickly go from bad to worse.

Often, you do not need an expensive attorney, but instead an experienced CPA who knows how taxing agencies work. Our firm has several experts that have helped numerous clients satisfy the IRS by taking care of the taxpayer’s filing requirements and negotiating a reduction in their taxable liability. And if an attorney is required, we are able to coordinate with them such that you are not paying two people for the same job.

For individuals, we assist by:

  • Filing delinquent income tax returns
  • Amending previously filed returns to reduce taxes and penalties
  • Petitioning for innocent spouse relief
  • Lifting of wage garnishments and or levies
  • Obtaining “currently not collectible” status
  • Negotiating installment agreements
  • Presenting offers in compromise
  • Appealing IRS decisions and petitioning the US Tax Court

For businesses, we assist by:

  • Preparing and filing delinquent corporate tax returns and payroll tax returns
  • Amending previously filed returns to reduce taxes and penalties
  • Negotiating penalty abatements
  • Negotiating installment agreements based on income levels

We will not make overstatements that guarantee to settle the claims for pennies on the dollar as many advertise. While we can make the same claims, we know that each case is unique and requires a customized approach. Similarly, outcomes are based on individual circumstances, and we do not want to build up false hope. Instead, we honestly and accurately explain the best options and their risks. Many of our clients have come to us for help when they have been burned by other firms making such claims.

Want to learn more about our IRS representation services? Do you owe the IRS more than $10,000? Do you have unfiled tax returns? Do you have inconsistent income that leads to tax liabilities and cash flow problems? Please contact us today at 803-831-0263 or 404-607-8400 or complete the form on this page for more information. After an initial consultation to discuss your situation, if we believe we can help you, we will walk you through the next steps to resolve your IRS situation.

Tax Services

Working with our individual taxpayers, we take the time to understand what has already happened, and what your plans are in the future. This is exactly why we do not compete with volume-based shops, which try to file as many returns as possible. Quality over quantity.

Many of our clients come to us because their returns are not plain vanilla. Maybe it’s because they have several rental properties or because they own a business. Investment income comes in many different varieties and can dramatically impact your individual return. As such, our forward-looking approach allows us to structure opportunities, make proper tax elections and create a plan to help you reach your goals. The theories and proven tax reducing strategies we employ typically result in lower taxes and fewer notices from the IRS. More often, people tend to focus on planning and structure as it relates to business returns, but our philosophy is that individual returns should have the same level of care.

Tax decisions are not made in a vacuum; the entire picture must be considered. Our clients benefit from our extensive tax knowledge and our holistic approach to supporting their life-long tax objectives. Examples of tax services for individuals include:

  • Individual federal and state tax returns, including multi-state tax returns
  • Single member LLCs, brokerage accounts, K1s and pass-through tax returns
  • Tax planning and estimated tax payment calculations
  • Consideration of an LLC or an S-Corp for your small business
  • Required minimum distributions (RMDs) calculations and alternatives on your required retirement distributions

As a full-service tax-advisory firm with clients located in 30+ states and half a dozen countries, we prepare state income tax returns for all 50 states and federal tax returns for C-corporations, S-corporations, partnerships, estates, trusts, not-for-profits, LLCs and individuals.

Understanding the tax objectives of our clients is always a priority. We often meet with clients to discuss alternative legal operating structures, tax plans, business owner compensation and draws, deferred compensation, retirement plans, estimated tax calculations and many other issues related to future tax liabilities. While some advice is included as part of the tax return preparation services, clients frequently want to discuss these issues related to current or future transactions. A separate meeting (either live or remote) is normally held to host these discussions.

If you are interested in minimizing your tax liability, you should reach out today. Please contact us at 803-831-0263 or 404-607-8400 or complete the form on this page for more information.

Real Estate

To provide the best real estate tax and accounting advice, it helps to have a deep understanding of real estate. We understand real estate because of our many decades of experience as real estate investors and as real estate tax advisors. Our team understands the needs of buyers, sellers, flippers, private money lenders and long-term investors, because our CPAs have done that. Why is that important? Since we have done what you are doing, we can provide more relevant tax and accounting strategies that work.

Regardless of the size of your commercial or residential real estate portfolio, effective and knowledgeable support can help you reach your real estate goals. Whether your investment contains five properties or hundreds of partnerships, we have the knowledge and experience you need.

Our comprehensive real estate tax and accounting services include:

  • Entity selection combinations
  • Updated laws regarding 1031 tax deferred exchanges
  • Disproportionate partnership ownership strategies
  • Investing with 401k, ROBS, self-directed IRAs and other funding scenarios
  • Tax minimization over the life of your real estate investment
  • Nuances in differing state laws

Do you have multiple real estate investments? Do you rent your commercial real estate to related parties? Are you looking for a real estate exit strategy? Contact Attaway Linville today at 803-831-0263 or 404-607-8400 or complete the form on this page for more information. Our team is ready to help.

ROBS Support For Business Owners:
ROBS Set-Up, Ongoing Compliance and Exit

Looking to buy a business or franchise and not sure how to fund the acquisition? Unsure about how rising interest rates could impact your funding options and business cash flow?

The ROBS 401k small business financing arrangement has become a very popular tool among entrepreneurs and business owners seeking financing for new business startups or existing business acquisitions over the last several decades. Many business owners have successfully used their 401k, IRA or other retirement funds to acquire existing businesses (including franchises) or to start-up new businesses.

This financing arrangement is called a ROBS (an acronym used to abbreviate “Roll Over Business Start-up”). Such an arrangement is complex because it involves regulations from both the Department of Labor as well as the Internal Revenue Service.

With any funding option, there is always a compliance aspect to consider. Unfortunately, some business owners with a ROBS become confused about how to manage certain transactions or situations because they have either misunderstood or been incorrectly informed. This confusion can lead to missing critical deadlines or, even worse, participating in transactions with a disallowed party which can result in a “prohibitive transaction.” Additionally, non-compliance can result in unnecessary costs and penalties. Fortunately, working with the right professionals with extensive ROBS 401k experience can significantly mitigate this risk.

FCIG Tax & Accounting through Attaway Linville: A National Reputation For ROBS 401k Compliance, Bookkeeping & Tax Expertise

Attaway Linville has gained a national reputation for supporting business owners. We can provide ROBS expertise in all phases of ROBS business development: start-up, growth, maturity and exiting a ROBS entity. Our expertise includes all phases of support for clients who invest using ROBS. Not all CPAs and legal advisors have the experience needed to effectively guide business owners as they seek to implement, grow or exit a ROBS arrangement. For this reason, we commonly receive referrals from other CPAs and legal advisors. With our ROBS experience and relationships with specialized legal counsel, Attaway Linville is able to steer our clients through the complex waters of compliance (including FORM 5500 compliance and identifying prohibitive transactions) and mitigate the risks and fees related to the late submission of compliance information.

Full Suite of Expert Support for Business Owners

Since most ROBS 401k entrepreneurs would rather spend time growing their businesses than spending significant effort on time-consuming activities like accounting, payroll and related activities, Attaway Linville offers a full suite of business consultation, accounting, payroll, tax preparation, tax planning, and compliance services particularly relevant to ROBS 401k business owners. Why not find a ROBS 401k expert who can support you while you focus on growing your business? Attaway Linville’s comprehensive support for ROBS business owners includes:

  • Accounting, payroll, tax filing, tax planning, compliance and valuation services.
  • Value generation based upon our specialized experience and expertise.  While some CPAs can provide many of the same type of services, they cannot operate through the lens of a ROBS who understand the pitfalls and consequences of being “out of compliance.”
  • Consultation services related to funding decisions such as when to invest, exit, roll over funds, or seek alternative funding sources. There are usually multiple options and approaches to funding cash flow needs.
  • Due diligence support for business owners considering business acquisition opportunities.
  • Valuation services required when changes in equity occur.

Attaway Linville continues to receive new and existing client referrals from large service providers, other CPAs and attorneys across the nation. We not only provide solid business advice, but we “get our hands dirty” when there is a need to resolve ROBS 401k compliance issues. With Attaway Linville, business owners and other advisors benefit from proactive business advice and hands-on guidance.

Valuation Services

Valuation Services

What is your business worth?

Whether you need to know or want to know what your business is worth, we can help. We can provide a Financial Valuation when one is required or we can provide an Operational/Strategic Valuation when a business owner wants to know its approximate value and opportunities to increase value.

What can your business be worth?

While knowing the approximate value of the business is important, understanding the drivers of its value is paramount to identifying and prioritizing the changes the business should undertake to increase its value. What is important is understanding the gap between the business’s current value and potential value and how to close that gap through operational improvements and risk reduction. This should be a goal of every business owner.

Are You Ready? 
Take the Next Step

If you believe our goals align and that you could benefit from working with us, set up an appointment to see if we are a good fit.

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