Accounting Services in Jacksonville, NC

ADVANTAGE FINANCIAL SERVICES – dba as ADVANTAGE TAX & ACCOUNTING

“We're your ADVANTAGE at tax time!”

At Advantage Financial Services, our number one goal is to provide unparalleled services to our clients worldwide

Our Military and their families all over the world count on ADVANTAGE for financial services - the pins represent our clients currently serving in the U.S. armed forces at home & abroad.

Deborah and Charles Mallette have been serving the Jacksonville area for over 20 years. With clients all over the globe, it is easy to see how Advantage has become a premier income tax preparation and financial planning service. Whatever your financial needs may be, Charles and Deborah are more than willing and ready to serve you. One of their specialties is taking care of the United States Military and their families. Advantage Financial Services is available to their clients year round, so you have someone you can trust even outside of the tax season! Advantage is a proud sponsor of “We Care” Military Ministries Team, sending Care Packages, Comfort Baskets, cards & letters, phone calls, Sunday lunch, Thanksgiving and Christmas at the Gates to troops and their families.

SERVICES

We offer a full spectrum of services in addition to income tax preparation for individual and corporate clients including:

Business Accounting
Financial Statements
Payroll Reports
Financial Planning
Investment Analysis
Business Entity (Sole Proprietor, Partnership, Corporation, and S-Corporation)
Bank Reconciliation
Computerized Detail General Ledger
Cost Analysis and Accounts Receivable

Need a financial advisor? Let us guide you through making your crucial financial decisions.

We offer Tax Preparation Services in Jacksonville, NC

ACCOUNTING

Financial Statements- Profit and Loss statements and Balance Sheets serve as tools to improve management

Payroll Records/Reports- Computer generated payroll checks save time and accurately calculate employee withholdings. Quarterly and annual employer reports, W-2’s, and 1099’s are prepared in a timely manner to avoid late filing penalties and interest.

Inventory- Proper accounting increases controls, avoids theft, and improves cash flow.

Business Entity- Selecting the appropriate business entity results in tax dollars saved. Proper accounting methods ensure that your business goals are realized.

INCOME TAX

Federal and State Returns (all states)
Electronic Filing
Fiduciary and Estate Returns
Free Check of Prior Year Returns
Amendments to Recover “Lost Money ”
Representation before the IRS
Enrolled Agent

FINANCIAL PLANNING

INVESTMENTS: What’s for You and When to Buy or Sell

Real Estate
Insurance
Money Market
Mutual Funds
Retirement Plans

*IRA’s/SEP’s
*Keough Plans
*401K Plans

Proudly serving Morehead City, NC; Jacksonville, NC and the surrounding areas for all your tax preparation, accounting services, and financial advisor services.

Products & Services

Business Accounting, Financial Statements, Payroll Reports Income Tax Preparation, Financial Planning, Investment Analysis, Business Entity (Sole Proprietor, Partnership, Corporation, S-Corporation), Bank Reconciliation, Computerized Detail General Ledger, Cost Analysis, Accounts Receivable

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