Tax Services Include:

Old North State Wealth Management is affiliated with Knott, Richartz & Co., CPAs, PLLC to provide individual, business, estate and gift, and non-profit tax planning, research, preparation, and communication with all federal, state, and regulatory agencies.

Accounting and Payroll
We provide all levels of bookkeeping services, including payroll, asset depreciation management, and financial statement presentation. Our professionals can become your organization's CFO to help set policies, manage vendors, negotiate financing, maintain relationships with banks, manage the daily transactions, work with your employees, process the monthly accounting and prepare all tax related filings for your company. We can work with you on a permanent, part-time basis or help screen and evaluate full-time financial executives.

Company Retirement Plan Accounting / TPA / 5500 Filing

Preparation, review, maintenance of company retirement plans such as 401(k), Profit Sharing, Safe Harbor, and 403(b).

Advisory Services Include:

Business Valuations. To determine a fair, objective price for any business or asset, based on its current condition and present value in the marketplace. The results can be used to set insurance levels for tax and estate planning, gifting, or to develop a plan to increase the value of the business.

Buy/Sell Agreements. These agreements protect the rights of owners and partners. A buy/sell establishes a clear set of rules to follow in the event of a business disruption or termination due to a dispute, health concern, disability or death, or loss of interest in the business. Each owner needs to protect their interests to ensure their family receives benefits.

Litigation Support. We identify, analyze, and document materials to provide an opinion on your situation. Whether defending interests or helping support a claim for damages, We can help with court appearances, depositions, and research for divorce, business disputes, fraud, and estate issues.

Mergers & Acquisitions. Whether buying or selling a business, we can provide the analysis and due diligence to help with decisions. Our firm offers financial and operational consulting to determine pricing, evaluate the potential fit of a purchase, and create a transition path.

Succession Planning. When transferring a business to a family member, employee or outside party a plan to phase out the primary owner's involvement is needed. Succession should come in stages to ease the burden on incoming management and allow current management to transfer relationships.