About Us
GWN CPA aims to provide tailored support as a trusted business partner in the development and management of the accounting function for small and medium sized businesses. Tax compliance and tax resolution services are also an important part of our arsenal for our client base.
How We Got Started
I began business from my home providing tax preparation to individuals and internal audit services to medium and large sized businesses. It was an incredibly exciting time that took me travelling to different parts in NC and VA.
The products and services we offer
Recommendations Received (23)
"George is super knowledgeable about all things numbers!!! He can help anyway navigate through..."
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"George is super knowledgeable about all things numbers!!! He can help anyway navigate through business and personal finance accounting needs!!!
"
"George is pleasure to work with. He knows his stuff!!! Highly recommend"
Products & Services
Provide QB and Sage 50 accounting support, and tax planning, preparation and resolution services.
Tax Services include tax preparation for individuals and businesses; Tax Planning for business owners; and Tax Resolution that includes IRS and Sta...
As a sole-practitioner my focus is in federal and state tax compliance and audit representation, tax planning and return reparation services. I hav...
Recommendations Given (27)
"Beatrice is a professional who can help business owners achieve their goals. "
"I have known Gregg for several years, and he is very knowledgeable and experienced in providing..."
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"I have known Gregg for several years, and he is very knowledgeable and experienced in providing marketing solutions and creating successful solutions."
Recent Activity
Recently received an approval for an Offer of $33k submitted on a state income tax liability of almost $2 million. It was a long-standing multi-year matter that took about four months from submission to approval. Prior to this, I had an Offer of $3k submitted and approved by the IRS on a $500k...
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Recently received an approval for an Offer of $33k submitted on a state income tax liability of almost $2 million. It was a long-standing multi-year matter that took about four months from submission to approval. Prior to this, I had an Offer of $3k submitted and approved by the IRS on a $500k outstanding income tax liability that also covered multiple years. This case took almost two years to resolve. In both cases, the business owner lost control over the financial administration of the business. Each filing had its uniqueness in order to arrive at an amount that was reasonable under the circumstances. Sometimes, a case had to be resolved under a partial payment installment arrangement when other options were not available. I've been performing tax resolution for over ten years, and the satisfaction of seeing families have an opportunity to lead productive lives with much less stress has been priceless.
My response is it depends. It depends on the level of complexity that is demanded from your client base. I consider good tax software and tax research software an investment in my practice. It will also point out missed entries or areas to further review. Therefore, take your time when choosing...
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My response is it depends. It depends on the level of complexity that is demanded from your client base. I consider good tax software and tax research software an investment in my practice. It will also point out missed entries or areas to further review. Therefore, take your time when choosing one because it can be a lifesaver when faced with difficult tax issues.
I have recommended other local CPA firms because the breadth and depth of accounting principles and tax regulations are so vast that's impossible to know it all well. At the end, if the client is serviced and appreciates a job well done, then I feel just as satisfied as if I've done the work.
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I have recommended other local CPA firms because the breadth and depth of accounting principles and tax regulations are so vast that's impossible to know it all well. At the end, if the client is serviced and appreciates a job well done, then I feel just as satisfied as if I've done the work.
When I meet a new business owner, we discuss tax reporting compliance responsibilities and address it then. We either prepare or provide compliance guidance for current clients.
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When I meet a new business owner, we discuss tax reporting compliance responsibilities and address it then. We either prepare or provide compliance guidance for current clients.
3 Replies
He is passionate about his work, and helped us to better understand our situation and how to improve it.
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He is passionate about his work, and helped us to better understand our situation and how to improve it.
Making sure we attend to our current client base is important because they keep us busy and it's taken time to earn their trust. We will get referrals from our base and I am also involved in networking within our local Chamber of Commerce. The challenge is not that you won't obtain client...
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Making sure we attend to our current client base is important because they keep us busy and it's taken time to earn their trust. We will get referrals from our base and I am also involved in networking within our local Chamber of Commerce. The challenge is not that you won't obtain client referrals, but determining which ones you can best help and are a good fit for your business model is critical. We can't expect to help everyone that comes to us, so we also need to develop relationships with other CPAs and professionals to have a broad resource to offer a prospective client.
From my experience, is the sense that we have their best interests in mind. Being upfront with the risks and pitfalls of their options, thus allowing them to make an informed decision.
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From my experience, is the sense that we have their best interests in mind. Being upfront with the risks and pitfalls of their options, thus allowing them to make an informed decision.
Ed, if you can download the data. I would recommend you use EXCEL to manage your holdings.
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Ed, if you can download the data. I would recommend you use EXCEL to manage your holdings.
