Tax & Accounting Services in Boone, NC
Straightforward, personalized tax and accounting support for individuals and businesses in Boone, the High Country, and across North Carolina.
Whether you need help preparing your taxes, keeping your business books organized, or managing the accounting and tax needs of a small non-profit, I provide practical support tailored to your situation.
Services
Tax Preparation
Federal and state tax preparation for individuals, sole proprietors, and small businesses.
- Individual tax returns
- Small-business and Schedule C returns
- Tax filing for self-employed individuals
- Nonprofit tax returns
- Catch-up and past-due tax returns
- Estimated tax calculations
Bookkeeping
Straightforward bookkeeping to help small businesses stay organized and understand how they’re doing financially.
- Income and expense tracking
- Transaction categorization
- Bank and account reconciliation
- Quarterly financial reports
- Year-end bookkeeping for tax preparation
- Catch-up and cleanup bookkeeping
Nonprofit Services
Accounting and tax support for small nonprofit organizations, with an emphasis on practical, affordable solutions.
- Form 990 preparation
- Bookkeeping
- Financial recordkeeping
- Year-end tax preparation
About Me
I’m an Enrolled Agent with 10 years of experience in accounting and taxation. I currently teach accounting at Appalachian State University, where I help students build a practical understanding of accounting and financial concepts.
My professional background includes experience working with businesses and nonprofit organizations, as well as individual taxation. I started my practice to provide the kind of straightforward, personal service that can be difficult to find at larger accounting firms.
Serving Boone and Throughout North Carolina
I am based in Boone, NC and serve clients throughout the High Country and across North Carolina. Remote services are available for clients who aren’t located nearby.
Contact
Have a question or want to discuss your tax or bookkeeping needs?