Tax
Individual and business tax.
Returns for people and for the businesses they run. The filing, and the questions that show up before and after it.
The return, and the year
A careful filing. Plain language.
Anna prepares individual and business returns. The work is the return itself, and the year around it — what to gather, what a number means, what is required and what is a choice.
You do not need a complicated year to write. A regular filing is still a filing that should be done carefully.
- Individual returns Wages, side work, a first rental, a year that does not look like last year.
- Business returns The company return, done by the same person who can also keep the books.
- Questions during the year Before April, when the answer can still change the next decision.
- Service businesses & real estate Welcome here. A focus of the practice, not a side note.
Who this is for
People. Businesses. Especially a certain kind of work.
Individuals file here. So do businesses. Service-based businesses and real estate are a focus — because that is work Anna knows well, not because anyone else is turned away.
If you also want the books kept during the year, that lives on the same desk. See bookkeeping and consulting.
One CPA. The return, and the year around it.
Concord, Huntersville, Charlotte, and Davidson. In-person by appointment — your place or her home office in Concord. Email and phone still work.
Bring the year.
A sentence about what you need is a good start — an individual return, a business return, or a question that should not wait.