Tax Consulting

Old North State Trust, LLC began providing tax-consulting services to complement its other successful service lines including asset management and qualified plan administration. We provide family-owned and closely- held businesses with an “all inclusive” approach to financial services that fully addresses the unique needs of each customer. By adding comprehensive business and tax consulting and planning services, Old North State Trust offers clients a complete resource for financial guidance.


Tax services are especially critical to closely-held businesses that require special considerations based on their respective business models. In today’s changing business environment, advance tax and business planning is vital to the success of any company.


The Old North State Trust team supports its clients with services that help them achieve their business goals including tax preparation and compliance. You don’t need to add a tax department to your company to succeed. We can become an extension of your management team, thus making tax and business services a seamless part of your business.


The following highlights Old North State Trust’s unique approach to business services.


  • We focus on family-owned and small companies and the issues specific to their businesses.
  • Our emphasis is on planning, consulting and compliance.
  • We offer a fee-based billing system instead of hourly billing.
  • Retirement and financial planning
  • Succession and ownership transfer planning
  • Strategic planning and Entity selection
  • Tax return planning and compliance
  • Maximization of succession plans