Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

Keys to Worker Efficiency for Western North Carolina Small Business Owners

An unfortunate thing about being a business owner sometimes is that you are at the crosshairs of the changing winds of the culture. And these past ten years, the very polarized political environment has put some pressures on businesses to align with different...

10 Tax Write-Offs for Your Western North Carolina Small Business

How did Memorial Day affect your Western North Carolina business this year? Did you run any sales or promotions for members of the military? Join a parade to advertise your business? Holidays are an excellent opportunity to connect with the community and get...

A Good Accountant for Your Western North Carolina Small Business Provides This

This past weekend, Ed Dwight — age 90, became the oldest person to travel to space. Six decades ago, he was on a trajectory to become the first Black astronaut in space, but ultimately was passed over. The space excursion certainly cements the old adage “It’s...

Five Reasons to Take Scenario Planning Seriously in Your Western North Carolina Small Business

Happy Earth Day. The day we celebrate this little blue marble we all enjoy living on. I found this fascinating as I was reading about it this morning — there are so many elements that make up the scenario of a thriving Planet Earth. Less threats because...

CFPB Small Business Loan Requirements & Your Western North Carolina Biz

The 2024 federal tax season has reached its end… well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at Alan C. Barber & Associates. And we’ll be working away the next few...

3 Debt Elimination Steps for Your Western North Carolina Small Business

Lots going on this week. Namely…The tax filing deadline is Monday, April 15th. For any of our Atlanta, GA business clients who haven’t yet reached out to us, we can still take you on by filing an extension on your behalf and then managing the filing after. But,...

A New Retirement Plan for Western North Carolina Small Business Owners

Well, the U.S. government has decided it can go on spending money – 1.2 trillion dollars to be exact. That means the departments of State, Defense, Labor, Health and Human Services, and Homeland Security are funded, through next September anyway. So the shutdown...

Manage Remote Workers Through I-9 Requirements: A How-To for Western North Carolina Businesses

Double-checking is a motto we live by here at Alan C. Barber & Associates. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your tax...

Why Retain Western North Carolina Business Advisors Year-Round

Well, since we’re in full deja vu mode right now with the presidential election bid and this year’s Super Bowl outcome… let’s talk about the Employee Retention Credit… again.Because this week is the deadline for withdrawing ineligible claims — March 22. That’s...

Zero-Based Budgeting in Your Western North Carolina Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more