Tax Preparation – IRS Audit Representation
Customized Financial Strategies to Lower Taxes
Trusted Relationships Since 1971

Client Concerns We Address

Best Business Practices Review
Mortgage Optimization Analysis
Lease or Purchase Evaluation
Education Credit and Student Loans
Correct Tax Entity and Compensation 529 College Accounts Investing Logic
Year-end Tax Timing Tactics Penalty Avoidance and Estimated Tax Payments
Business Asset Acquisition Calculations
(For economic and Tax Considerations)
Tax-Deferred Investing: IRA, Roth, Simple 401k,
403b, 457, Defined Benefit Plan
All Returns Pre-audited to avoid problems Retirement Affordability and Medicaid Planning

Locations

SHALLOTTE NC OFFICE
Sheridan Vernon EA
dba Price Tax Services
127 Village Road SW
Shallotte, NC 28470
910-755-1550 Find our map and directions here.
LELAND NC OFFICE
Sheridan Vernon EA
2169 Talmage Dr.
Leland, NC 28451
910-384-0801 Find our map and directions here.
WILLIMANTIC CT OFFICE
Sheridan Vernon EA
6 Storrs Road, Suite 2 (2nd Flr)
Mansfield Center, CT 06250
860-456-1500 Find our map and directions here.

Partners

Coyt Johnson Joan Fracalosi EA Renan Guillou Linda Ashworth, RTRP
127 Village Rd. SW
Shallotte, NC
Leland, NC
910-616-9512
Leland, NC
910-632-3754
126 North Salem St., Apex, NC
Taxes Taxes Retirement Planner Taxes

The Millionaire Bear Next-Door

Sheridan: “Do you know any BEARS who pay 32% in taxes willingly?”
Bear: “Are you kidding I’m in here because I’m dangerous not because I’m foolish”

polarbear

Sheridan: “Are you aware that money in an IRA can DOUBLE every 8 years?”
Bear: “Of course I know that, I’m smarter than the average BEAR”
Sheridan: “Most taxpayers pay $32 out of $100 to the IRS instead of the IRA”
Bear: “That’s grisly, I can’t BEAR to think about it”
Sheridan: “When you put 100 into an IRA your profit is 32/68=47%”
Bear: “I can’t understand why humans don’t do it”