Your UPLEVEL begins right now.

Accounting & Consulting

Accounting & advisory support for entrepreneurs and small businesses in Greenville, SC.

GET YOUR FUTURE READY.

A Quick Overview of the Process

Tax DNA
Review

The #1 mistake we see with clients is they are leaving money on the table from not reviewing and refiling their previous tax returns.

The IRS gives taxpayers 3- years to refile taxes, which can include missed opportunities to receive tax refunds. This is where a savvy accountant begins his work, and where we will begin as your tax strategist.

Tax Strategy
Analysis

Understanding your tax liability ahead of tax filing season is the secret to reducing your tax bill.

Without knowing your tax liability, you are in the dark as an entrepreneur on what tax strategies will work to help you. Having an accurate tax analysis will help determine the next steps to eliminate and reduce your income tax.


Advanced Entity Structuring

The biggest risk in hiring a CPA or Tax Professional Firm is whether they will understand “Your Business” to help you save money on taxes.

The opportunity cost of having a professional who does not understand your business or how to properly structure your multiple entities to maximize tax savings, could cost you hundreds of thousands of dollars. Our advanced “entity structuring” process provides you with everything I learned while structuring over 8+ companies as a 7 figure tax professional.


Strategy Implementation

By this point, your tax savings are completely mapped out. However, This is the part where you cannot afford to lull yourself to sleep.

Without proper implementation, the tax plan is a waste. Our job as your tax strategist is to implement the strategies for you that are within our control, while holding you accountable to your task as an entrepreneur to secure the tax savings. Focused execution on tax strategies is how you can scale to high 6-figure or even 7-figure tax savings.

One Solution

Unlock the tax and asset protection strategies of the world’s top investors, entrepreneurs and business owners.

Asset Protection

Business Entity Formation

Tax Planning & Accounting

Estate Planning, Wills & Trusts

What we believe in 

We aim to dream bigger than ourselves and help our clients do the same.

We believe finances are so much more than dollars, cents, stocks and bonds – they are a catalyst for positive change. We positively impact the lives of others by investing in responsible companies and supporting worthy organizations in our community.

Our purpose is to help people align their money with their values.

When your money is aligned with your values, good things happen for all.

– Andrew & Kevin, Founders

To Our Community

In our community, this means volunteering, giving back and supporting those in need. We regularly commit our time and resources to various nonprofit organizations.

Our Commitment

To Our Clients

Our commitment to you is to put your financial interests first. This fiduciary standard is at the core of our beliefs. You are important. Your family is important. Your future is important. 

To Responsibility

We believe responsible investing presents both long term opportunity and risk mitigation. In our investment process, this means integrating additional factors into our analysis and core principles.  

Our Services

Business & Entrepreneurial Services

Comprehensive support to help businesses and entrepreneurs thrive

    • New business formation (entity selection and filings).

    • Monthly bookkeeping, financial statement preparation, and payroll services.

    • Property tax filings and fixed asset management.

    • QuickBooks™ consulting and development of efficient accounting systems.

    • Business advisory services for operational and financial growth.

Tax Strategy & Compliance

Expert tax solutions to maximize savings and ensure compliance:

    • Tax planning and preparation for individuals, businesses, estates, and trusts.

    • Gift and nonprofit tax filings.

    • Tax projections, problem resolution, and IRS audit assistance.

    • Year-round strategies to reduce tax liabilities and optimize financial outcomes.

Assurance & Specialized Financial Services

Tailored solutions for accurate reporting and long-term planning:

    • Audits, reviews, and compilations for reliable financial reporting.

    • Agreed-upon procedures for specific business or compliance needs.

    • Estate and trust services, including tax preparation, planning, and accounting.

    • Specialized financial and compliance services for peace of mind.

Our Services

Businesses & Non-Profits

Responsible 401(k) Plans

Feel confident that your employees are financially on track to pursue their goals and achieve financial freedom, while investing responsibly.

+ Attract & Retain Top Talent

+ Invest Responsibly

+ Improve Participation & Engagement

+ Employee Education & Financial Wellness

Individuals & Families

Financial planning services

Feel confident that you’re financially on track to pursue your goals and achieve financial freedom, while investing in responsible strategies.

+ Manage Taxes

+ Plan for Your Future

+ Invest Responsibly

+ Aim to Optimize Income

Achieve financial clarity that empowers confident decisions and fuels your business growth.

We do more than just bookkeeping and taxes—we are a growth partner to your business. Our services go beyond the numbers, giving you the clarity, time, and insights to scale without sacrificing profitability.

  • Starting and growing a business in Greenville is exciting, but managing the financial side can be challenging. At JCP, CPA, we provide essential services to help entrepreneurs establish and sustain their businesses:

    • New business formation: Assistance with entity selection and completing initial filings with the IRS, South Carolina Secretary of State, and Department of Revenue.

    • Monthly bookkeeping: Accurate and timely record-keeping.

    • Tax preparation: Income tax returns for businesses and owners.

    • Payroll services: Quarterly payroll tax returns and annual W-2s and 1099s.

    • Property tax filings: Assistance with filing property tax returns.

    • Financial statements: Preparation for credit or licensing needs.

    • Accounting systems: Development of accounting controls and systems to streamline operations.

  • Audits, Reviews, Compilations & Agreed-Upon Procedures

    Accurate financial reporting is essential for businesses, whether for internal management or external stakeholders. JCP, CPA offers all levels of assurance services to meet your specific needs in Greenville:

    • Audits: The highest level of assurance, involving objective examination of financial statements and records.

    • Reviews: Mid-level assurance with inquiries and analyses to validate data integrity.

    • Compilations: Financial data compiled in proper format without assurance or opinion.

    • Agreed-Upon Procedures: Tailored procedures to address specific business concerns or compliance requirements.

  • Tax Planning, Compliance & Preparation

    Navigating tax regulations in South Carolina and beyond requires expertise and foresight. Our Greenville-based tax professionals provide comprehensive services to ensure compliance while maximizing savings:

    • Individual, business entity, estate, and trust income tax returns.

    • Gift and nonprofit tax returns.

    • Property tax returns and fixed asset depreciation maintenance.

    • Tax planning, projections, and problem resolution, including IRS audit assistance.

    • Business entity selection and nexus determinations.

  • Effective financial management begins with accurate records. We provide Greenville businesses with the tools and expertise needed to manage operations effectively:

    • Monthly bookkeeping services.

    • Financial statement preparation.

    • Payroll tax reporting and compliance.

    • Fixed asset depreciation maintenance.

    • QuickBooks™ consulting for seamless financial management.

  • Planning for the future involves understanding both personal and financial needs. At JCP, CPA, we work with Greenville families to develop and maintain comprehensive estate plans:

    • Estate and trust tax planning and preparation.

    • Personal representative and trustee services.

    • Comprehensive estate and trust accounting.

TESTIMONIALS

proof that we are legit.

  • The way you tell your story online can make all the difference

    Quote Source

  • Maybe you want to launch a business

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  • Maybe you want to turn a hobby into something more

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  • Maybe you have a creative project to share with the world

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Let’s work together.

We’re a team of entrepreneurs. We do best working with other entrepreneurial people.