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Roger W. Harrelson, CPA, LLC
Harrelson Financial Group, LLC

Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React


Roger W. Harrelson, CPA, LLC is a Public Accounting Firm located in the Midlands of South Carolina. Our firm is committed to providing our clients personalized and professional guidance in a wide array of Accounting, Tax and Financial Services.

On our website you will find information about the services we offer and how we can help you or your business succeed. Whether you are a business or individual, in the Midlands area or beyond, our firm has many valuable years of experience in assisting businesses and individuals with Accounting, Tax, and Financial needs.

Our Downtown Office is located in the Southern First Bank Building at 
190 Knox Abbott Drive
Suite 2-B
Cayce, SC 29033

We offer comprehensive Accounting, Tax, and Financial Services.

Our rates are competitive, with no hidden fees. Our employees are friendly and will be there to help you every step of the way.


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Services

At Roger W. Harrelson, CPA, LLC, we take care to provide our customers high quality services, personalized for their unique needs.

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About us

Other companies may offer similar services, but our services are personalized. We pride ourselves in being client-relationship oriented.

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Our Clients

Our business clients vary from many types of service and product providers.

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Helpful Content

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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