Business and personal tax returns
Federal and North Carolina filings for your company and, where it makes sense, for you personally — planned together so one doesn't quietly undermine the other.
Both returns, one fixed fee
Tax & Advisory for Small Business
Know your numbers before the deadline does.
Tax preparation, quarterly planning and clean books for Triangle small businesses. One fixed monthly fee, one accountant who knows your file, and no invoice you didn't expect.
No hourly billing. No charge for asking a question mid-year.
18 YearsAdvising Triangle businesses
NC CPA #38204Licensed and in good standing
Fixed FeesMonthly, agreed up front
140+ ClientsOwners, trades and practices
01 — What We Do
Small business tax.
Done properly.
We work with owner-operated businesses between roughly $100k and $5m in revenue. That focus is why we can quote a fixed fee and still know your industry.
Quarterly planning
Four conversations a year instead of one panicked April. Estimated payments calculated, entity structure reviewed, and decisions made while you can still act on them.
No April surprises, by design
Bookkeeping and payroll
Monthly reconciliation, payroll filings, and financial statements you can hand to a bank without apologising for them. We fix the prior year first if it needs it.
Books closed by the 15th, monthly
02 — Who We Serve
Owners who'd rather
run the business.
Trades and contractors
Job costing, equipment depreciation and the vehicle rules, handled by someone who has seen your kind of books before.
Professional practices
Dentists, therapists, consultants, agencies. Usually an S-corp question, and usually worth answering properly.
Newly incorporated
You formed the LLC and now there are deadlines nobody mentioned. We set the calendar up and keep you on it.
Behind on filings
Two years late and avoiding the mail. It is more common than you think and almost always fixable. We start there.
"Most of what saves our clients money happens in October, not April. By the time you're filing, the year has already decided what it's going to cost you."Dana Calloway, CPA
03 — How It Works
Four steps. One monthly fee.
You will know what it costs before we start, and asking a question during the year will never generate an invoice.
Introductory call
Thirty minutes, no charge. We look at last year's return and your current books to see what you actually need.
Fixed quote
One monthly number covering the agreed scope. If your situation changes, we re-quote before doing the work — never after.
Onboarding
We collect prior returns, clean up the books if needed, and set your filing calendar for the year ahead.
Quarterly rhythm
A planning conversation every quarter, filings handled on time, and a year-end with nothing left to discover.
04 — Questions
What owners ask first.
What does this cost?
Most owner-operated clients pay between $250 and $700 a month depending on whether bookkeeping and payroll are included. Tax-return-only engagements start around $900 a year. You get one fixed number after the introductory call.
Should my LLC elect S-corp status?
Often, once profit is consistently above roughly $60,000 — but not always, and electing too early costs more in payroll administration than it saves. We run the actual numbers for your business rather than applying a rule of thumb.
I'm two years behind on filings. Can you help?
Yes, and it's more common than you'd think. We file the back years, deal with the notices, and where penalties can be abated we request it. Then we set the calendar so it doesn't happen again.
Do you work with my bookkeeper?
Happily. If you already have someone good we'd rather keep them and simply take the tax and planning work. If the books need attention, we'll tell you plainly.
What do I need for the first call?
Last year's business and personal returns, and access to your books if you have them. If you don't have any of that yet, come anyway — that's a normal starting point.
05 — Book a Call
Thirty minutes.
No charge.
Tell us a little about the business and we'll reply within one business day with times. The first call is diagnostic, not a sales pitch.