Certified Public Accountant, PLLC
303 W. Trade Street, Dallas, NC 28034
  704-922-3100
james@hoviscpa.com

James R. Hovis, Jr.

Individual Services

retirement

James R Hovis, Jr. CPA and his team provide personal accounting services in Dallas, North Carolina, throughout the state, and in South Carolina.

Estate, Retirement, and Tax Planning

Estate: The financial aspects are important parts of preparing your estate. We can help you determine the value of your assets, from personal items to property and vehicles. Our accounting experts can appraise every item you want to include in an estate sale. We also ensure important family heirlooms and other items you wish to pass down are not included in the sale or the value assessment.

Retirement: Planning for retirement begins with getting an understanding of how much money you have available, how much you should continue to save and what your income sources will be after retirement. We can help you start, switch or grow your retirement funds so you can relax and enjoy your retirement comfortably.

Tax: Our tax planning services will help you prepare if you owe taxes at the end of the year. If you receive a large return, we can help you determine the best way to spend, save or invest your money – short term or long term. Investing your tax return is a smart and easy way to increase your personal savings.

Life Insurance, Annuities, and Mutual Fund Investments

We have close relationships with professionals in these areas and will assist you in accessing the services you need.

Individual Income Tax Returns

You can use do-it-yourself websites to file your tax return but most individuals miss out on deductions and credits that can increase their refund. If you have a lot of assets, it can get confusing, and making a mistake on your tax return form can result in an audit. Our firm will make sure your taxes are done correctly, asking the right questions to ensure you benefit as much as possible from our professional tax preparation services.

Estate and Fiduciary Tax Reporting

James R Hovis, Jr., CPA handles estate and fiduciary tax reporting. If you have been given the responsibility of handling a family member’s estate, assets, and tax obligations, we can help you go through the process of legally transferring the estate or trust to you. We manage their posthumous earnings, deferred salary, and interest on investments so you can have peace of mind of knowing all of their affairs are in order.

303W Trade Street, Dallas, NC 28034    704-922-3100  Open M-F 8:30AM-5:00PM