Bookkeeping & consulting
I keep the books monthly so tax season is a review, not a reconstruction. Concord, Huntersville, Charlotte, and Davidson.
Bookkeeping
Income, expenses, accounts kept current. After we set it up, a month looks like a month. So when it is time to file, the year is already readable.
I’m on the books and the return. Not a file passed to a stranger in March. QuickBooks is fine. So is being willing to move there.
Consulting
Entity questions. Whether the books are telling you what you think they are. Tax questions that should not wait until April.
This is for service businesses and real estate owners. Plain answers from a CPA you can actually reach.
The same desk
The point is not more software. It is one person who has already seen the year when it is time to file. If you also need a business return, or you file as an individual with business activity, the books and the tax work live together.
For the return itself, see tax.
A person, for a business that wants the year to stay tidy, and a straight answer when something comes up.
Concord, Huntersville, Charlotte, and Davidson. I can come to you, or you can come to the home office in Concord.
A short note about the business and how the books look today is enough to start. Or the question you actually have.