Helping individuals and small businesses stay organized, compliant, and confident year-round. Serving Charlotte, NC and clients nationwide. Virtual appointments available.

Tax Preparation

Individual and small business tax return preparation with secure document submission, clear communication, and year round support.

Bookkeeping

Monthly bookkeeping, bank and credit card reconciliations, transaction categorization, financial reports, and catch up or clean up services.

Payroll Support

Payroll processing, employee and contractor set up, payroll reporting, quarterly filings, and year-end W-2 and 1099 support