Find Your Specialist


Contact Us

    Practice Leaders

    Individual Tax

    Tax and Financial Planning for Every State of Life

    Our seasoned CPAs and tax professionals help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work with you to develop a customized tax plan that best suits your needs.

    Tax Services Available:

    • Preparation of quarterly tax projections and estimated tax payments
    • Representation and management of tax audits
    • Sophisticated tax minimization strategies
    • Tax research
    • Tax return preparation for individuals, trusts, estates and all family-related, non-operating entities

    Accounting Services Available:

    • Bookkeeping and bill paying services
    • Family corporation, partnership and trust accounting
    • Personal financial statement preparation

    Personal Financial Planning

    Lifelong financial planning requires grappling with complex issues and myriad choices. The right path forward depends on your short and long-term goals. Since 1981, the CPAs at Frazier & Deeter have provided thousands of clients with expert tax and financial solutions.

    We have assembled a team of specialists with expertise in the areas of accounting, charitable giving, debt management, education planning, estate and trusts, executive compensation, financial planning, investments, law, retirement & elder care planning, risk management & insurance and income tax planning & compliance.

    Need a wealth management strategy? Our sister company, Signature FD, can help with comprehensive investment and wealth management.

    Article: IRS Lists Dirty Dozen Tax Scams for 2019

    It’s that time of year again when the IRS makes a special effort to warn taxpayers about ever-evolving tax scams. Fake charities, phony R&D and fuel credits and fraudulent phone calls are highlighted in this year’s annual “Dirty Dozen” list.

    Article: Mental Condition Results in Bankruptcy Discharge of Tax Debt

    Tax professionals, including attorneys and CPAs, must read court cases for a living to keep up with the proper interpretation of the tax laws. The more cases you read, the more patterns start to emerge that help a tax advisor predict the outcome of tax controversies. Sometimes, cases take a surprising turn and have unexpected outcomes.

    Article: IRS Rushes out Key Guidance on TCJA for Corporations, Alimony Trusts and HSAs

    With a December 22, 2017 signing date and an effective date just nine days later, the IRS has been rushing to implement the Tax Cuts and Jobs Act so that taxpayers can make necessary changes in planning and reporting for 2018.

    Article: Huge Gain Deferral Possible with New Qualified Opportunity Funds

    To attract private investment in distressed communities throughout the U.S., Congress has created a generous tax deferral program that allows investors to rollover their capital gains into special funds designated for investment in these areas.

    Article: Tax Planning for Individual Taxpayers: Points to Ponder Regarding the New Tax Law

    The Tax Cuts and Jobs Act (TCJA) not only made major changes that grabbed headlines but also made tweaks to hundreds of tax rules, leaving taxpayers overwhelmed with questions about what their 2018 tax bill will look like and what they should do to minimize their taxes in the future.

    Article : Tax on Investment Income of Children May Increase Under New Kiddie Rules

    Only one change was made in the “kiddie tax” under the Tax Cuts and Jobs Act, but it could be significant. Children will no longer be taxed on unearned income at the parents’ tax rate (the “kiddie tax” rule). Instead, the estate and trust income tax rates will apply.

    Article: Investors Given Flexibility in Opportunity Zone Projects

    It appears the IRS has a clear mandate from Congress to write flexible, taxpayer-friendly regulations on the new provisions of the 2017 tax reform law, as evidenced by the new Opportunity Zone regulations.

    Article: Foreign Bank Account Reporting

    If you have a financial interest in or signature authority over a foreign financial account, you may be required to file a report each year with the IRS. The FBAR report is required for bank accounts, brokerage accounts, mutual funds, trusts, or other types of foreign financial accounts with an aggregate value exceeding $10,000.

    Article: Foreign Account Disclosures

    IRS RAISES THE STAKES FOR U.S. TAXPAYERS WITH OFFSHORE ACCOUNTS This summer, the IRS reworked its offshore voluntary disclosure program, substantially raising the penalty for U.S. taxpayers who fail to disclose their overseas accounts before the IRS catches them.

    Article: What the New Tax Law Means for Your 1040

    The Tax Cuts and Jobs Act (TCJA) takes effect this year. The big question now is what are the big changes and how do they affect taxpayers with different situations?

    Practice Leaders

    Privacy Overview

    When you use or access the Site, we use cookies, device identifiers, and similar technologies such as pixels, web beacons, and local storage to collect information about how you use the Site. We process the information collected through such technologies, which may include Personal Information, to help operate certain features of the Site (e.g., to prevent online poll participants from voting more than once), to enhance your experience through personalization, and to help us better understand the features of the Site that you and other users are most interested in.

    You can enable or disable our use of cookies per category.
    Always Enabled

    Essential cookies enable you to navigate our Site and use certain features, such as accessing secure areas of our Site and using other features of our service that require us to keep track of certain information as you navigate from page to page. Although some of these cookies are “required” to enable certain functionality, you can disable them in the browser, but doing so will limit your ability to use the features supported by such cookies.

    Functionality cookies are cookies that support features of the Site, such as remembering your preferences.

    These cookies collect information about how you use our Site, including which pages you go to most often and if they receive error messages from certain pages. These cookies are only used to improve how our Site functions and performs.

    From time-to-time, we may engage third parties that track individuals who visit our Site. These third parties may track your use of the Site for purposes of providing us with certain marketing automation features (to help us improve our outreach to current and prospective clients) and providing you with targeted advertisements.