Tax Planning & Preparation
We have over 60 years of experience helping individuals and businesses with the complexities of tax planning and preparation.
Taxes should never be an after-thought. Instead, tax planning needs to be an intricate part of your business. Rarely can taxes be avoided, but with well-executed tax strategies we can help minimize your tax burden. Keeping current with the ever changing tax regulations is critical in order to remain compliant and avoid unpleasant tax surprises.
We offer an array of tax services to meet both your personal and business needs.
Our Services
- Personal Tax Returns
- Corporate Tax Returns
- Trust & Estate Returns
- State or Federal Audit Assistance
- Electronic Filing
Meet the Team: Tax Specialists
Lisa Carroll
Lisa began her accounting career in 1995 in Atlanta, Georgia and joined HBC in 2006. Prior to joining the firm, Lisa had over ten years experience in tax and accounting with public accounting firms in Georgia and Florida. She graduated with a Master of Accountancy degree from Auburn University and has passed the Uniform CPA examination. She is a member of the American Institute of Public Accountants and North Carolina Association of Certified Public Accountants.Sheryl Schlegelmilch
Sheryl began preparing taxes in 1985 in Beaufort, SC and owned her own tax preparation business from 1990 - 2005. She joined HBC in March, 2008. Sheryl is an Enrolled Agent licensed to practice before the Internal Revenue Service. Sheryl grew up in Fernandina Beach, FL and graduated from Presbyterian College in Clinton, SC with a B.A. in Liberal Arts. After college, Sheryl moved to Beaufort, SC, where she worked for the City of Beaufort in the Accounting Department as an accounting clerk.
