from$150
Individual Tax Preparation
Personal federal and state returns.
- Self-employed, rentals and retirement income
- Earlier years that were never filed
Tax preparation and bookkeeping
File with confidence,
without overpaying
Quality tax preparation and dependable bookkeeping for individuals and businesses across the Carolinas, at honest, published prices.
Already a client? Sign in to the portal
- Clients served annually
- 500+Clients served annually
- Published prices
- From $150Published prices
- Federal e-file
- NationwideFederal e-file
What we do
Three core services
Personal returns, business returns, and monthly bookkeeping. Every price below is a starting point, and we confirm what yours will be before we begin.
from$450
Business Tax Preparation
Partnerships and corporations.
- S corporations, partnerships and C corporations
- The owners' personal returns alongside
from$150/mo
Bookkeeping Services
Managed and organized transactions for your business.
- Reconciliation and categorization
- Monthly financial statements
Our mission
Paying what you owe, and not a dollar more
We exist to help families and small businesses across the Carolinas find their way through a tax code that was not written to be understood, and to reduce what they pay by applying the strategies the law allows.
That means looking past this April at the decisions that shape the next return: how your business is structured, when income and expenses land, which retirement and depreciation elections are open to you, and which credits you have been missing.
How we work
No surprises, at any point in the process
Published prices
Our starting prices are listed on this website, for every service we offer. You will know your exact price before any work begins, not after it is finished.
Checked before it is filed
Every return is reviewed against current federal and state law, and we walk you through the result before anything is submitted.
Documents stay in the portal
Records are handled inside professional tax software with encryption in transit and at rest. We never ask for tax documents or Social Security numbers by email or text.
Getting started
Start online in a few minutes
Open an account, send us what you have, and we take it from there. Nothing to pay until the work is done.
Personal taxes
File your own return
For you and your family, whether you have one job or a few sources of income.
Start a personal returnBusiness taxes
File for your business
For a company you own with others, or one you have set up as its own entity.
Start a business returnMonthly bookkeeping
Keep your books current
We sort and balance your accounts every month, so you always know where you stand.
See the monthly plansNot available in CA, CT, IL, MD, NV, NY or OR.
Would you rather talk it through first? Book a free consultation or call (704) 888-1234. Already a client? Sign in.
Service area
Rooted in the Carolinas
Our office is on West Main Street in Locust, and we prepare returns for clients in every town and county in North Carolina. Most of our work is concentrated in Stanly, Cabarrus, Union, and Mecklenburg counties, which puts Albemarle, Concord, Monroe, and the Charlotte area close to home.
We also serve South Carolina, and prepare returns for clients in most other states for an additional $100, with a few exceptions. Clients further away work with us entirely through the secure portal.
Not currently available in
- California
- Connecticut
- Illinois
- Maryland
- Nevada
- New York
- Oregon
Ready when you are
Let us prepare your return
File online from anywhere, or book a consultation at the office.
Already a client? Sign in to the portalOr call (704) 888-1234