TAX SERVICES
Business, Nonprofit & Individual Tax Services; Built on Accurate Books
Tax services work best when they’re connected to your accounting, systems, and strategy.
Certum Solutions provides tax preparation, compliance, and filing services for businesses, nonprofits, and individuals. Our tax work is grounded in accurate financials, clean records, and a clear understanding of how your organization operates. While we serve clients nationwide, we primarily focus on North Carolina and South Carolina, and prioritize tax clients who value ongoing accounting, advisory, or systems support.
Quick Facts About Our Tax Services
- Geographic Focus: North Carolina, South Carolina, and select nationwide clients
- Entity Types: Partnerships, S-Corps, C-Corps, sole proprietors, nonprofits, individuals, trusts, estates
- Forms We Prepare: 1065, 1120-S, 1120, 1040, 990 series, 1041, 709, 706, Schedule C, sales tax returns
- Specialty Areas: Multi-entity filings, nonprofit compliance, Form 990 preparation, sales tax coordination
- Service Model: Quality-focused, integrated with accounting and bookkeeping, not high-volume seasonal prep
- Ideal Clients: Businesses with ongoing accounting needs, nonprofits requiring compliance support, owners valuing accuracy
Our Approach to Tax Services
Tax compliance is not just about filing forms; it’s about getting the underlying data right.
Certum’s tax services are designed to:
Reduce compliance risk
Improve accuracy and consistency
Align tax filings with accounting records
Support better planning and decision-making
We do not operate as a high-volume, low-touch tax shop. We focus on quality, accuracy, and long-term client relationships.
Tax Services in North Carolina and South Carolina
Certum Solutions serves businesses and nonprofits throughout the Carolinas, with deep expertise in:
North Carolina Tax Compliance:
- NC corporate income tax (Form CD-405)
- NC sales and use tax coordination
- Charlotte, Raleigh, Greensboro, and Asheville metro areas
- NC nonprofit annual reporting
South Carolina Tax Compliance:
- SC corporate income tax (Form SC1120)
- SC sales tax filings
- Greenville, Columbia, Charleston regions
- SC Annual Financial Reports for nonprofits
We understand regional tax requirements and work with clients from Monroe to Charlotte and throughout both states.
Business Tax Services
We prepare and file federal and state business tax returns, including:
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Partnership returns (Form 1065)
S-Corporation returns (Form 1120-S)
C-Corporation returns (Form 1120)
Multi-entity and multi-state considerations
Our team ensures business tax filings align with your financial statements, payroll data, and supporting schedules.
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For sole proprietors and single-member LLCs, we support:
Schedule C preparation
Business income and expense reporting
Depreciation and asset tracking
Coordination with personal returns
Clean bookkeeping is essential, and we often assist with cleanup or catch-up work before filing when needed.
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Certum provides sales tax assistance, including:
Sales tax filings and reporting
Multi-jurisdiction coordination
Reconciliation between sales systems and accounting
Support alongside tools such as Avalara
This service focuses on accuracy and compliance, not tax agency representation.
Whether you need certified help for small business taxes in Charlotte, accounting services in Raleigh, or tax preparation in Greenville SC, our team provides comprehensive business tax solutions.
Nonprofit Tax Services
Nonprofit organizations require specialized tax and compliance support. Certum provides:
Form 990 Series Filings
Form 990
Form 990-EZ
Form 990-N
Form 990-T (Unrelated Business Income)
We help nonprofits ensure:
Accurate financial reporting
Proper functional expense allocation
Consistency between books and filings
Clear, compliant public disclosures
State-Level Nonprofit Filings
For nonprofits operating in North Carolina and South Carolina, we assist with:
South Carolina Annual Financial Reports
State charitable registration filings
Coordination with ongoing bookkeeping and grant tracking
Certum specializes in nonprofit accounting and Form 990 preparation for NC and SC charitable organizations, foundations, and 501(c)(3) entities.
Individual & Fiduciary Tax Services
Certum supports individual and fiduciary filings, including:
Schedules A, C, D, E, and F
Trust and estate returns (Form 1041)
Gift and estate tax filings (Forms 709 and 706)
Foreign asset and reporting requirements (FBAR, Form 8938)
Individual income tax returns (Form 1040)
These services are best suited for clients with: Business ownership, rental properties and/or investments, or trust, estate, or fiduciary responsibilities
Business Owner Personal Returns
We coordinate business and personal tax filings for:
- S-Corporation and partnership owners (K-1 reporting)
- Multi-member LLC owners
- Business owners with rental properties
- Entrepreneurs with multiple income streams
When Tax Cleanup or Catch-Up Is Needed
If records are incomplete or inconsistent, Certum may recommend:
Reconciliation of prior-year activity
Correction of misclassified income or expenses
This ensures tax filings are accurate, defensible, and aligned with financial records.
Tax Extension Filing
If you need more time, we file federal and state extensions (Form 7004, Form 4868) and coordinate estimated payments to minimize penalties.
IRS Notice Response Support
While we don't provide legal representation, we help clients understand IRS and state tax notices and coordinate with their legal counsel when needed.
Amended Returns
We prepare amended business and individual returns (Form 1120-X, 1040-X) when errors are discovered or new information becomes available, typically following bookkeeping cleanup or reconcilliation work.
Keep Records & Receipts Audit-Ready with Shoeboxed
Tax season is easier when your receipts are organized. With Shoeboxed, you can keep all of your receipts in one secure digital hub, making tax filing stress-free. Shoeboxed ensures that your records are IRS-compliant and audit-ready, while also helping you maximize deductions with:
âś” Automatic mileage tracking
âś” Categorized expense reporting
âś” Easy document sharing with your tax preparer
At Certum Solutions, we integrate Shoeboxed into your bookkeeping and tax workflows so you always have clean, accurate records when it matters most.
Common Tax Situations We Handle
For Business Owners:
- First-time business tax filing
- Switching from sole proprietor to S-Corp or LLC
- Multi-state business operations
- Contractor and 1099 income reporting
- Depreciation and asset management
- Quarterly estimated tax coordination
For Nonprofits:
- Initial Form 990 filing for new organizations
- Complex functional expense allocation
- Grant-funded program reporting
- Unrelated business income tax (UBIT)
- State charitable registration maintenance
For Individuals:
- Rental property income (Schedule E)
- Investment and capital gains reporting
- Self-employment income alongside W-2
- Trust and estate administration
- Foreign account reporting (FBAR, FATCA)
- Multi-state residency and income
Who We’re a Good Fit For
Certum’s tax services are ideal for:
Nonprofits requiring consistent compliance support
Owners who value accuracy over rushed filings
Clients who want tax work aligned with accounting systems
Businesses with ongoing bookkeeping or advisory needs
While we serve clients nationwide, we prioritize NC and SC-based organizations, and we selectively take on national clients when tax services are part of a broader engagement.
What We Do & What We Don’t
This distinction matters, and we keep it clear.
What Certum Does
Tax preparation and filing
Compliance support
Coordination with accounting and systems
Multi-entity and nonprofit filings
What Certum Does Not Do
Provide legal advice
Act as an investment advisor
Offer high-volume, standalone tax prep without context
This clarity helps protect quality and outcomes for our clients.
Frequently Asked Questions
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We provide tax-aware guidance as part of advisory and accounting engagements. Formal tax planning may require additional scope and is tailored to your business structure and goals.
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Yes, we selectively work with clients nationwide. We prioritize regional clients in North Carolina and South Carolina, and accept national clients who engage in ongoing accounting or advisory services.
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Not always, but clean and accurate books are required for tax preparation. If your records need cleanup, we may recommend bookkeeping services before filing to ensure accuracy and compliance.
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We prepare Partnership returns (Form 1065), S-Corporation returns (Form 1120-S), C-Corporation returns (Form 1120), Schedule C for sole proprietors, and handle multi-entity and multi-state filings.
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Timeline varies based on entity complexity and record completeness. Most business returns are completed within 2-4 weeks after we receive all necessary documentation. We prioritize accuracy over speed.
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Yes. We offer bookkeeping cleanup and catch-up services to reconcile prior-year activity, correct misclassifications, and prepare accurate records before tax filing.
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Yes. We provide sales tax filing, multi-jurisdiction coordination, reconciliation with sales systems, and support alongside tools like Avalara. We focus on accuracy and compliance, not tax agency representation.
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We prepare Form 990, 990-EZ, 990-N, and 990-T (Unrelated Business Income), along with state-level nonprofit filings for NC and SC, including South Carolina Annual Financial Reports and charitable registration filings.
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Yes. We handle Form 1040 returns with Schedules A, C, D, E, and F, plus trust and estate returns (Form 1041), gift and estate tax filings (Forms 709 and 706), and foreign asset reporting (FBAR, Form 8938).
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We focus on quality over volume, integrating tax services with your accounting systems and financial strategy. Our approach ensures tax filings align with your books, reducing compliance risk and supporting better business decisions.
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We recommend starting 6-8 weeks before deadlines. Early engagement allows time for bookkeeping cleanup if needed and ensures we can identify tax-saving opportunities before filing.
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We offer year-round support as part of our ongoing accounting and advisory services. This includes tax-aware guidance, quarterly reviews, and proactive compliance monitoring; not just annual filing.
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No. Tax work varies by entity type, complexity, and record condition. We provide customized quotes after an initial consultation to understand your specific needs.
Ready to Work With a Tax Team That Understands Your Business?
If you're looking for accurate, compliant tax services backed by strong accounting and systems expertise, Certum Solutions can help.
Next Steps:
1. Schedule a free tax consultation to discuss your needs
2. Receive a customized quote based on your entity type and complexity
3. Get assigned a dedicated tax professional familiar with your business
Best For:
âś“ Businesses seeking year-round accounting + tax support
âś“ Nonprofits needing Form 990 and compliance expertise
âś“ Business owners wanting tax strategy, not just filing
âś“ Organizations in NC, SC, or nationwide with complex needs
Serving Monroe, NC | Charlotte Region | North Carolina | South Carolina | Nationwide