Serving South Carolina
Strategic Tax Planning That Pays for Itself
We are a full-service tax advisory firm helping business owners, self-employed professionals, and high-income individuals across South Carolina keep more of what they earn — legally, proactively, and with a strategy built around your specific situation.
Who We Are
South Carolina's Trusted Tax Planning Advisors
Welcome to Simple Start LLC Tax Planning. We are a full-service tax advisory firm dedicated to helping individuals and businesses across South Carolina reduce their tax burden through proactive, forward-thinking strategy — not just year-end filing.
Most people pay far more in taxes than they need to. Our job is to change that. We analyze your complete financial picture — income, entity structure, investments, retirement accounts, real estate, and family situation — to build a customized tax plan that reduces what you owe today and positions you for long-term financial success.
We proudly serve clients across South Carolina, with virtual services available nationwide.
What We Do
Tax Planning Services We Provide
Business Tax Planning
We help business owners structure their operations, compensation, and deductions to minimize tax liability and maximize after-tax profit throughout the year.
Learn moreIndividual Tax Strategy
High-income earners and professionals face complex tax situations. We create personalized strategies to reduce your effective tax rate across all income sources.
Learn moreReal Estate Tax Planning
From depreciation and cost segregation to 1031 exchanges, we help real estate investors maximize deductions and defer or eliminate tax on gains.
Learn moreYear-End Tax Strategy
Don't wait until April to think about taxes. Our proactive year-end reviews identify last-minute moves — income deferral, accelerated deductions, retirement contributions — that can save thousands.
Learn moreEntity Structure Optimization
Operating as the wrong business entity could be costing you significantly. We analyze your situation and structure your S-Corp, LLC, or partnership for maximum tax efficiency.
Learn moreRetirement & Estate Tax Planning
Protect your wealth for the next generation. We help you leverage retirement accounts, trusts, and estate planning strategies to minimize your lifetime tax burden.
Learn moreFull Service Menu
We Provide the Following Tax Planning Services
Tax Planning Strategies
- Business Income Tax Planning
- Self-Employment Tax Reduction
- S-Corporation Election & Planning
- LLC Tax Structure Optimization
- Qualified Business Income (QBI) Deduction
- Capital Gains Planning
- Roth Conversion Strategies
- Retirement Plan Selection & Maximization
- Charitable Giving Strategies
- Health Savings Account (HSA) Planning
- Home Office & Vehicle Deductions
- Depreciation & Cost Segregation
Individual & Wealth Services
- High-Income Earner Tax Strategy
- Stock Option & RSU Planning
- Investment Portfolio Tax Efficiency
- Tax-Loss Harvesting
- Alternative Minimum Tax (AMT) Planning
- Passive Activity Loss Strategies
- Social Security Optimization
- Medicare Surtax Avoidance
- Inherited IRA & RMD Strategies
- Education Tax Planning (529, Coverdell)
- Gift & Estate Tax Planning
- Irrevocable Trust Planning
Business Owner Services
- Owner Compensation Optimization
- Fringe Benefits Planning
- Succession & Exit Planning
- Payroll Tax Minimization
- Multi-State Tax Planning
- Partnership & S-Corp Tax Strategy
Real Estate Tax Services
- Rental Property Tax Strategy
- 1031 Like-Kind Exchanges
- Cost Segregation Studies
- Real Estate Professional Status
- Opportunity Zone Investments
- Short-Term Rental Tax Planning
Meet Your Advisor
South Carolina's Trusted Tax Planning Expert
Nate Lamb
Founder & Senior Tax Advisor
South Carolina · 15+ Years Experience · 5.0 Rating
Your advisor is the founder and lead tax advisor at Simple Start LLC Tax Planning, bringing over 15 years of experience helping business owners and high-income individuals across South Carolina significantly reduce their tax obligations through smart, proactive planning.
Whether you're a growing business owner looking to reduce your quarterly tax bill, a real estate investor looking to defer capital gains, or a high-income professional searching for more efficient retirement contributions — our team has the expertise to build a strategy tailored to your specific situation.
15+
Years Experience
250+
Clients Served
$8M+
Client Tax Savings
Client Reviews
What Our Clients Are Saying
"Working with Nate has been wonderful. He takes time to explain everything in understandable detail. Thanks to Nate and Simple Start, we saved a lot money and have our business going in the right direction."
Richard Brooks
"Nate is very knowledgeable in his field. He mentioned a few things no one else has. You can see in his work that he enjoys what he does as well! Fast and reliable service as well!"
Kate Bright
"Nate at Simple Start LLC is incredibly helpful and thorough. He answers your questions and the process to open an LLC is truly simple. He provides incredible service!"
Naft
"Nate is very knowledgeable, professional, responsive, and dedicated. He always go above and beyond to ensure I have all the information I need. He is extremely responsive even during busy seasons. I highly recommend him!"
Jamal Shahid
"Nate is a loyal, committed professional who has taken care of my business needs for 10+ years, from LLC start-up to quarterly tax preparation. He is always on top of new business tax law, and because of his time and attention to detail, my business workflow is much easier. He's the perfect guy to have on your side!"
Amy Lamb
"Searching for a professional? Search no more, Nate with SimpleStart LLC's is your guy, friendly, responsive. At the first meeting feels like you know him all your life, Highly recommended!"
South Carolina Headshots
Get Started Today
Request Your Free Tax Planning Consultation
Fill out the form for a complimentary consultation, or call us directly. We'll review your current tax situation and identify opportunities you may be missing.
(864) 523-6242- No cost, no obligation consultation
- We typically identify $5,000–$25,000+ in annual savings
- Serving all of South Carolina
- Virtual consultations available nationwide
- Response within 1 business day
Request a Free Consultation
Your information is 100% confidential and never shared.
Ready to Stop Overpaying in Taxes?
Contact us today for a free, no-obligation tax planning consultation. Most clients identify significant savings in the very first meeting.
(864) 523-6242