Concord · Huntersville · Charlotte · Davidson

Your CPA for tax, books, and the decisions in between.

I’m Anna Larson, a CPA and small business accountant in Concord. I do tax returns, monthly books, and practical advice on the questions that come up during the year, for people and businesses in Concord, Huntersville, Charlotte, and Davidson. Service businesses and real estate are a big part of the work. I can come to you, you can come to the home office, or we can meet by video.

Start with small business advisory and accounting services, individual tax preparation, or small business bookkeeping.

Contact me Call (980) 819-1259

The work

Advice and tax, on books you can trust.

Advisory & bookkeeping

Small business advice, built on monthly books

Entity questions. Whether the books are telling you what you think they are. Tax questions that should not wait until April.

Underneath it, I keep the books year-round for service businesses and real estate owners, and we check in regularly on cash, profit, and planning. After we set it up, a month looks like a month. QuickBooks is fine. So is being willing to move there.

A short Schedule C guide. I’ll email it to you. Past “just bookkeeping”? See Fractional CFO.

Small business advisory

Small business bookkeeping

Tax

Individual & business tax

Individual tax for people who want a CPA they can actually reach. The return, and the questions that show up before and after it.

Business returns too, done by the same person who can also keep the books. If I already keep your books, the return is a review, not a reconstruction.

Individual & business tax

Who I work with

Service businesses, real estate, and people who want a reachable CPA.

Service businesses

Monthly books and practical advice for shops, practices, and other service work. After onboarding, the work repeats. You get me, not a new person every month.

Real estate

Rentals and real estate owners who want the year kept current, not reconstructed in March.

Individuals

A regular year or a messy one. I stay in the mix for people who want a CPA they can actually reach.

Google reviews

From Google.

5.0 from 29 Google reviews

“I was on the lookout for someone who could offer the same level of expertise and care. I found that and more with Anna Larson. … she has a remarkable ability to grasp even the most complex financial situations with ease.”

Neeraj Jindal · Google review

“She was knowledgeable, professional and timely in completing the tax filing process for our family.”

Mike Oliver · Google review

“I googled around and found Anna. … I felt very confident having her handle both business and personal account preparation and filing.”

Trisha Waller · Google review

See all · Leave a review

Anna Larson CPA mark — dusty rose AL on navy.

About

My own firm since 2020.

I’m an NC-licensed CPA. I opened Anna Larson CPA PLLC in Concord in 2020. Before that I was at Deloitte, and at a family office.

I work with service businesses, real estate owners, and individuals who want a CPA they can actually reach.

More about me

Contact me

Write or call.

A short note is enough. Say whether you have a question, need a return, or need the books.

We can meet by video, at the home office in Concord, or at your place. Say what works when you write or call.