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

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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 Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

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.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

Tax Management Strategies

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

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

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

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Smart investors take the time to separate emotion from fact.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Facts About Income Tax

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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