Broker Check

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

Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries


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.


REQUEST A TAX ORGANIZER

Services

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

Learn more

About us

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

Learn more

Our Clients

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

Learn more

WE ARE HERE FOR YOU

Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

View all articles arrow

Comparing Investments

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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 Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow