Certified Public Accountants Est. 2009
We help business owners, executives, and families make confident financial decisions, with close personal service so you get the clarity you need to plan, grow, and succeed.
Mount Pleasant: 654 Coleman Blvd., Ste. 200, Mount Pleasant, SC 29464 Directions to the Mount Pleasant office (opens in a new tab)
Summerville: 119 W Luke Ave., Summerville, SC 29483 Directions to the Summerville office (opens in a new tab)
Call (843) 849-3000Tide table
4th-quarter 2026 estimated taxFederal + SC
Form 1040-ES and SC1040ES.
Property tax due without penaltyCounty
Charleston and Dorchester counties; 3% penalty after Jan 15.
W-2s, 1099-NEC and SC WH-1606Federal + SC
Jan 31 falls on a Sunday.
Partnership & S-corp returnsFederal + SC
Forms 1065 / 1120-S; SC1065 / SC1120S, or extension.
2026 individual & C-corp returnsFederal + SC
1040 / SC1040, 1120 / SC1120, or extension; Q1 2027 estimate.
2nd-quarter 2027 estimated taxFederal + SC
Form 1040-ES and SC1040ES.
3rd-quarter estimate; extended 1065 / 1120-SFederal + SC
Calendar-year pass-throughs on extension.
Extended individual returnsFederal + SC
Form 1040 and SC1040 on extension.
Dates can shift; confirm with your CPA or IRS.gov (opens in a new tab). Calendar-year filers; weekend and holiday shifts applied. An extension extends the time to file, not to pay.
Services
Fifteen named services in two practices. Descriptions are the firm’s own words.
Every return goes through a two-level review process to ensure top quality and that all potential deductions and tax credits are claimed, and can be filed electronically.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income: entity structuring, §168(k) bonus depreciation and §179 expensing, §199A, South Carolina Active Trade or Business, real estate professional groupings and Opportunity Zone considerations.
We assist clients with IRS audit and notice resolution in addition to bringing taxpayers into compliance with non-filed prior year returns.
We also perform Cost Segregation Studies, and consider them as part of maximizing depreciation benefits.
Research & Development Credits and Incentives calculations, and identifying potential Federal and state tax credit incentives.
Multi-state and flow-through taxation, including multi-tiered partnership entities, S-corporation and C-corporation structuring.
Compilation engagements (no assurance) and preparation engagements (no assurance, for internal use only) for owners who need financial statements.
A full-service bookkeeping department, at our location or yours or by logging in to your computer remotely. Windows or Mac OS, QuickBooks, or another package.
On-site, just-in-time, financial support for short or long stretches. You call and we’ll hit the ground running.
Management consulting from compensation and leadership transition to buy/sell agreements and cost/benefit analysis: a “second set of eyes” for challenging decisions.
We work with many banks and can assist you with finding the right bank relationship and help you prepare for underwriting.
Independent valuations with reasoned positions and comprehensive documentation: tax planning and compliance, gift & estate, succession and family wealth planning, and dispute advisory & forensic services.
Thoughts and ideas around entity structure, retirement plans and how you operate. We also partner with several business advisors.
In addition to valuation, we help set up structures and plans around business formation and compensation structures.
Advice on the most tax-beneficial structure when starting or transitioning a business; then we can refer you to an attorney to draft the documents.
A rising tide · 2009–2026
A first-generation firm, built in the Lowcountry. Every point and flag on the chart is a published, dated fact.
Who we serve
“From $500,000 in revenue all the way to $100 million.” Each group below comes from the firm’s service pages or partner bios.
From $500,000 in revenue to $100 million
Confident financial decisions, personal attention
Individual returns and planning
Tax, planning and incentives
Cost segregation, grouping elections, Opportunity Zones
Pass-through planning and compliance
Tax, audit and assurance
Multi-state income tax
To confirm
Entity choice and formation
Returns, valuations and succession
Bank relationships and underwriting prep
Audits, notices and unfiled years
Where we work
“A full-service accounting firm licensed in South Carolina and servicing the Tri-county area and beyond”: Charleston, Berkeley and Dorchester counties, from Mount Pleasant and Summerville.
Our firm & people
“We felt we could bring the knowledge and expertise gained at a large national firm and package it in a way to better serve the business owners in this community.”
CPA, CVAManaging Partner
Experience: Tax · Manufacturing · Distribution · Litigation support · Business valuations · Succession & estate planning · Cost segregation
CPA, CFEManaging Partner
Experience: Audit & assurance · Tax · Bookkeeping & accounting · Cost segregation · Litigation support
CPAPartner
Experience: Tax · R&D and state tax credits · Multi-state & flow-through · Advisory · Real estate
CPADirector
Experience: Tax · Manufacturing & distribution · Auto/boat dealerships · Audit & assurance · Succession & estate planning
As listed on the firm’s Meet Our Firm page.
Visit or call
Charleston County
Headquarters, on Coleman Boulevard in Mount Pleasant.
Dorchester County
Our Summerville office, on West Luke Avenue.
Appointments
Meet in Mount Pleasant or Summerville. Tell us what you need help with when you call, and bring the checklist below.
Online booking would be connected at launch (preview only)
654 Coleman Blvd., Ste. 200
November 2026 (sample)
Times for Tuesday, November 3
Sample times shown for the preview.
This is a preview: call to book.
Before you come in
A general list, grouped the way the IRS groups it. If something doesn’t apply, skip it; if you’re unsure, bring it.
This website never asks for your Social Security number or documents. Bring originals to your appointment; don’t email SSN cards.
Modeled on IRS.gov’s “Gather your documents” checklist. Your CPA may ask for more.
Questions
Moody & O’Neal CPAs has two offices: 654 Coleman Blvd., Ste. 200, Mount Pleasant, SC 29464, and 119 W Luke Ave., Summerville, SC 29483. Both use one phone number, (843) 849-3000.
Tax preparation for individuals, corporations, partnerships, estates, trusts, gift taxes and personal property; proactive tax planning; IRS audit and notice resolution; cost segregation studies; R&D credits and incentives; and multi-state and flow-through taxation.
Yes. The firm helps business owners, executives, and families make confident financial decisions, and prepares individual returns as well as business, estate and trust returns.
Yes. We assist clients with IRS audit and notice resolution in addition to bringing taxpayers into compliance with non-filed prior year returns.
In a compilation we present information that is the “representation of management” and express no opinion or assurance on the statements. A preparation engagement is for internal use only, provides no assurance, and is not for third-party use.
Yes. We can perform bookkeeping services at our location or yours or by logging in to your computer remotely, whether you run Windows or Mac OS, QuickBooks, or another financial software package.
Call (843) 849-3000 to talk through what you need. The firm reviews each new client relationship to make sure it’s a good fit for both the firm and the client.
