Our Services
Comprehensive accounting, tax, and financial services for individuals, businesses, and startups in Charlotte, NC.
Tax Return Preparation
Our certified tax professionals prepare accurate federal and state returns for individuals and families of all income levels. We dig deep to find every deduction and credit you're entitled to — so you pay less and keep more.
Whether you're a W-2 employee, freelancer, rental property owner, or retiree, we tailor your return to your unique situation.
- Federal & state returns (1040, 1040-NR)
- Self-employed & freelancer returns (Schedule C)
- Rental income & investment returns (Schedule E/D)
- Prior-year return amendments (Form 1040-X)
- Maximum deductions & credits identified
- E-filing for the fastest possible refund
Starting at $150 per return
Get StartedPersonal Audit Services
Receiving an IRS or state audit notice is stressful. Our experienced team handles all communication with tax authorities on your behalf, protecting your interests and resolving issues efficiently.
- IRS & state audit representation
- Document organization & response preparation
- Correspondence audits & field audits
- Tax dispute resolution
- Penalty abatement requests
Starting at $300 per engagement
Get StartedTax Consulting
Not sure how a life event — marriage, divorce, home purchase, inheritance, or new job — will affect your taxes? We provide proactive guidance so you can make smarter financial decisions before year-end.
- Life event tax impact analysis
- Retirement distribution planning
- Investment tax strategy
- Year-end tax planning sessions
Starting at $100 per session
Get StartedMonthly Bookkeeping
Accurate, timely bookkeeping is the foundation of a healthy business. We reconcile accounts, categorize transactions, and deliver clear financial reports every month so you always know your numbers.
- Monthly bank & credit card reconciliation
- Income statement & balance sheet
- Accounts payable & receivable management
- QuickBooks Online / Xero setup & support
- Custom financial dashboard reporting
Starting at $500/month
Subscribe NowPayroll Services
From calculating wages to filing payroll taxes, we handle the complete payroll process so you can focus on running your business — not chasing deadlines.
- Weekly, bi-weekly, or monthly payroll processing
- Federal, state, and local tax deposits
- W-2 and 1099 preparation & filing
- Direct deposit setup for employees
- New hire reporting & compliance
Starting at $200/month
Subscribe NowQuarterly Tax Planning
Proactive tax strategy delivered every quarter — estimated payment calculations, deduction optimization, and year-end projections to eliminate surprises at tax time.
- Quarterly estimated tax calculations
- Year-to-date tax liability projection
- Deduction & credit optimization
- Year-end tax minimization strategies
Starting at $300/quarter
Subscribe NowBusiness Startup Services
Launching a business is exciting — but the paperwork can be overwhelming. We handle every step of the formation process so you start on solid financial footing.
- Entity selection consultation (LLC, S-Corp, C-Corp)
- Articles of organization & operating agreement
- EIN registration with the IRS
- State & local business registrations
- Initial bookkeeping system setup
- First-year tax strategy consultation
Starting at $500 per package
Get StartedBusiness Registration & Licensing
Navigate the complex world of business licenses, permits, and registrations with our expert guidance. We ensure your business is fully compliant at the federal, state, and local levels.
- NC Secretary of State registrations
- Local city & county business licenses
- Professional & specialty licenses
- Sales tax permit registration
- Annual report filings
Starting at $200 per service
Get StartedCompliance Documentation
Staying compliant means more than just filing taxes on time. We help you maintain the documentation and filings needed to keep your business in good standing.
- Annual reports & renewals
- Registered agent services coordination
- Beneficial ownership (BOI) reporting
- Corporate records maintenance
Starting at $150 per filing
Get StartedService Overview
Compare our services at a glance to find the best fit for your needs.
| Service | Frequency | Starting Price | Best For |
|---|---|---|---|
| Tax Return Preparation | Annual | $150 | Individuals & businesses |
| Monthly Bookkeeping Recurring | Monthly | $500/mo | Small & medium businesses |
| Payroll Services Recurring | Monthly | $200/mo | Businesses with employees |
| Quarterly Tax Planning Recurring | Quarterly | $300/qtr | Business owners |
| Business Startup Package | One-time | $500 | New business owners |
| Personal Audit Services | As needed | $300 | Individuals facing audit |
| Tax Consulting | As needed | $100/session | Everyone |
| License Applications | As needed | $200 | New & existing businesses |
Frequently Asked Questions
Not Sure Which Service You Need?
Schedule a free 30-minute consultation and we'll recommend the right services for your situation.