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

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement


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

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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