Somerset Tax Partners, LLC
Tax Services
Why pick this one
Somerset Tax Partners, LLC combines IRS Enrolled Agent status with CFP® certification and specializes in Marketplace Premium Tax Credits, cryptocurrency, and real estate taxation.
Best for
- Marketplace Premium Tax Credit tax issues
- cryptocurrency tax reporting
- real estate investment tax planning
- small family-run business bookkeeping and tax planning
- nonprofit Form 990 preparation and fund accounting
- fiduciary accounting and elder care financial management
- IRS examinations and collections
Specialties
- Marketplace Premium Tax Credits
- cryptocurrency tax reporting
- real estate investment taxation
- fiduciary accounting and elder care financial management
- IRS examinations and collections
- nonprofit Form 990 preparation
- entity selection and comparison
Certifications
- IRS Enrolled Agent
- Certified Financial Planner® Professional
- Certified Bookkeeper
- QuickBooks Online Certified ProAdvisor
What makes them different
- Principal R. Joseph Ritter, Jr. is both an IRS Enrolled Agent and Certified Financial Planner® Professional
- Specialization in Marketplace Premium Tax Credit issues, cryptocurrency, and real estate investments
- IRS examination and collections assistance
- Nonprofit Form 990 preparation, fund accounting, and compliance reporting
- Clients served across North Carolina, South Carolina, Tennessee, Georgia, Kentucky, Florida, Ohio, Arizona, Guatemala, Colorado, Illinois, Indiana, Virginia, and Washington
- Years in business
- 8
- Serves
- Lake Junaluska, Waynesville, Murphy, Hayesville
Distilled from this business's own website.
Contact & Location
- Address
- 125 N Lakeshore Dr Ste 9, Lake Junaluska, NC 28745
- Phone
- 8284765045
- Website
- https://www.somersettaxpartners.com/
Services
- tax preparation and planning
- bookkeeping and accounting
- payroll services
- cryptocurrency tax guidance
- fiduciary services
- entity selection
- IRS examination and collections assistance
- nonprofit accounting and compliance
- real estate accounting and tax services