We are a full-service CPA firm licensed in SC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Please call us today and we'll be happy to offer you a free initial consultation.

Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

At Jason J. Ashley CPA LLC, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

Here's what we do for you:

• Prepare accurate tax returns that are filed on time
• Calculate estimated taxes for self-employed small business owners
• Develop tax planning strategies that reflect individual financial goals
• Electronic filing and direct deposit for a faster tax refund
• File extensions and calculate estimated tax to avoid interest and penalties

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

Here's what we do for you:

• State and federal income tax preparation and filing

• Minimize tax liability through the use of proven tax planning strategies
• Profit and loss statements
• Mergers and Acquisitions
• Entity selection and structure (S-Corp, C-Corp, LLC)

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority. We highly recommend and encourage having joint conversations with your financial advisor prior to year end to maximize tax savings and cash flow. If you need local referrals, please ask. Another sentence would be We also enjoy meeting with your Estate and/or Corporate attorney when doing planning and major life events. If you need local referrals, please ask.

Here's what we do for you:

• Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
• We help you set up a recordkeeping system that meets IRS requirements.
• We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
• We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
• We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
• We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business.

As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.

We Understand Fiduciary Tax Laws!

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.

Here's what we do for you:

• Allocating assets to spouses, children, trusts, and charities
• Reviewing your estate plan and trust tax situation to ensure financial goals are met
• Gift tax returns and strategies
• Business succession planning
• Trust administration
• Trust income tax returns
• Estate tax returns

Millions of taxpayers receive letters or notices from the IRS every year. Most of the time there’s nothing to worry about. But sometimes there is. Maybe you owe the IRS back taxes or failed to file a tax return because you owed the IRS money that you knew you didn’t have. Maybe you were recently divorced, and your tax situation seemed too complicated to figure out. Or, perhaps you were just too busy to bother filing.

Whatever the reason, if the IRS has caught up to you and is demanding payment, the next step is likely to be putting a lien on your home or a levy on your bank account. The worst thing you can do is keep ignoring the situation because it won’t be going away -- ever -- unless you take action.

We understand how the IRS works and what it takes to successfully mediate a solution on your behalf whether it's filing a past due return, minimizing back tax debt and any penalties or fines, or submitting an offer in compromise.

Our friendly, knowledgeable tax professionals are experts at what they do and are here to help you resolve the following tax problems:

• IRS Audit
• Back Taxes
• Delinquent Tax Returns
• Failure to File a Tax Return
• IRS Liens & Levies

The best tax planning strategies for you will evolve as your situation changes, whether due to life events, economic developments or new tax laws.To save the most, you need to be familiar with how you may need to adjust your strategies.

This is exactly what our Tax Planning Guide is designed to help you do. To view it, simply click on the button to the left, where you can navigate to the guide and learn about important tax law changes and ways to minimize your income tax liability.

Jason J. Ashley CPA LLC

PO Box 5177

Hilton Head, SC 29938

© 2025 Jason J. Ashley CPA LLC