Bookkeeping
Monthly books.
Income, expenses, accounts kept current. A month that looks like a month. So when it is time to file, the year is already readable.
The same person on the books and the return. Not a file passed to a stranger in March.
Bookkeeping & consulting
Monthly books. And a CPA you can ask.
Books kept current so tax season is a review, not a reconstruction. Plus practical advice for service businesses and real estate.
Consulting
Practical advice.
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. Plain answers from a CPA. Not a strategy offsite.
The same desk
Anna on the books. Anna on the return.
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. In-person by appointment — your place or her home office in Concord. Email and phone still work.
If the books are behind, say so.
A short note about the business and how the books look today is enough to start. Or the question you actually have.