Welcome to
LifeTime Tax Management

You don’t have to be a tax expert—that’s our job.

Providing a blend of personal service and dedicated expertise,
we offer a range of accounting services for business and individuals.

Ready to talk?

Give us a call.

Want more info?

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Tax Services

Tax Preparation
Today’s tax laws are complicated. Even filing a relatively simple return can be confusing—it is just too easy to overlook deductions and credits.There’s no substitute for the assistance of an experienced tax professional.

When we file your individual return, know that your tax return will be checked by our staff and then rechecked by our computer software. Your tax return will be filed electronically, so you will get a refund back quicker. And we will show you potential deductions to limit your tax liability for next year.

If you are a business owner, we can review your current set of books to prepare the balance sheets and the profit and loss statements that are needed when we prepare your tax returns.

If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year and prepare a full Schedule C as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape for the upcoming year.

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Tax Problems
We’re here to help resolve your tax problems. Working with the IRS can be challenging and frustrating. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.

Business Services

Business Accounting
We take care of your books for you, so you can get back to the job of running your business and generating profits.

Non-Profit Organizations
We can help you setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you.

Internal Controls
At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place. Let us assess your internal control systems to determine the efficiency and effectiveness of your operating procedures.

QuickBooks Setup and Tuneup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly, or let us know if you need a tuneup before preparing your books for tax time or a financial review.

QuickBooks Training and QuickAnswers
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.With QuickAnswers, employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

New Business Formation
Opening your own business is exciting. Let us help you avoid the common pitfalls that some owners make when starting their new ventures.

Tax Resources

For our tax clients, this section includes links to resources for you to use in providing us with accurate information about your tax situation. You can download the form that is appropriate for your situation, complete online, save and upload to us with your other tax documentation.

2023 Tax Year Questionnaire

Tax Supporting Schedules
If you have a self-employed business (reportable on Schedule C) or a rental property (reportable on Schedule E), below are form templates to complete to summarize your income and expenses. If any of the templates linked below apply to you, please download, fill out the form and return to us with your tax documentation.

Self-Employed Business Income & Expenses

Home Office Expenses

Rental Income & Expenses

All Three Supporting Schedules in One File (in separate tabs)

Ready to help.

  • Mark Girimonte, CPA, CFP®

    Tax Director
    CPA (NC Lic# 38539)
  • Xiaoping “Josie” Jiang, CPA, CFP®, ChFC®, CLU®

    Tax Manager
    CPA (NC Lic# 41284)
  • Rebecca Crumpler, CPA, CFP®

    Tax Supervisor
    CPA (NC Lic# 45573)
  • Ben Walden

    Staff Accountant
  • Heather Poe

    Tax Administrator
  • Kim Feuersanger, FPQP®

    Office Manager
  • Christine DeSena, FPQP®

    Operations Analyst
  • Mandi Schoephoerster

    Client Service Administrator
  • Angie McLinton

    Office Administrator
  • Tami Hollingsworth

    Marketing Associate

Let’s get started.

By working with us, we hope you will find peace of mind in
knowing that you are making the right financial decisions.

Ready to talk?

Give us a call.

Want more info?

Enter your email, and we’ll get in touch.