Tax
Individual tax.
I do returns for people who want a CPA they can actually reach. The filing, and the questions that show up before and after it.
The return, and the year
A careful filing. Plain language.
I prepare individual returns, and business returns when they sit next to the books. 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 If I already keep your books, the return is a review, not a reconstruction.
Who this is for
People who want a CPA they can actually reach.
I stay in the mix for individual tax. I do not run a high-volume April shop. 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. I can come to you, or you can come to the home office in Concord.
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.