Certified Public Accountant serving Midland, Mint Hill, Harrisburg, Locust, and the Greater Charlotte, NC area.
Services
Individual tax
Federal and state tax planning and preparation for individuals and families, including rental properties, investments, and self-employment income.
Business tax
Tax preparation for partnerships, S corporations, and C corporations, with year-round guidance on the tax impact of your business decisions.
Estate & trust tax
Income tax preparation for estates and trusts, working closely with executors and trustees throughout the filing process.
Monthly bookkeeping
Transaction categorization, account reconciliations, and financial statements to help you understand your business and make informed decisions.
Nonprofit tax
Annual tax filings for nonprofit organizations, including Form 990, 990-EZ, and 990-N, with guidance on the filing requirements that apply to your organization.
Start with a phone call
Let's talk about how I can help
Whether you know what you need or aren't sure where to start, I'm happy to talk through your questions and next steps. In-person and virtual appointments are available.