Where do you provide tax and accounting services?

I’m based in Boone, North Carolina, and serve clients throughout the High Country and across North Carolina. Remote services are available.

What types of tax returns do you prepare?

I prepare federal and state tax returns for individuals, sole proprietors, self-employed individuals, and small businesses. I also provide nonprofit tax preparation, including Form 990 preparation.

Do you prepare Schedule C tax returns?

Yes. I prepare Schedule C returns for individuals who operate businesses as sole proprietors.

Do you work with self-employed individuals?

Yes. I provide tax preparation and estimated tax calculations for self-employed individuals and small-business owners.

Can you help with past-due tax returns?

Yes. I provide catch-up and past-due tax preparation for clients who need to get their outstanding returns filed.

Do you provide bookkeeping?

Yes. Bookkeeping services include income and expense tracking, transaction categorization, bank and account reconciliation, quarterly financial reports, year-end bookkeeping for tax preparation, and catch-up and cleanup bookkeeping.

Do you work with nonprofit organizations?

Yes. I provide accounting and tax support for small nonprofit organizations, including bookkeeping, financial recordkeeping, and year-end tax preparation.

Do you provide estimated tax calculations?

Yes. I can calculate estimated tax amounts for individuals, businesses and self-employed taxpayers based on their tax situation.

Are your services available remotely?

Yes. Although I’m based in Boone, remote services are available for clients throughout North Carolina.

What is an Enrolled Agent?

An Enrolled Agent is a tax professional federally authorized to represent taxpayers before the Internal Revenue Service. Enrolled Agents are licensed by the IRS.

How do I get started?

Contact me by email or phone to discuss your tax or accounting needs.