Offers online services
About
Do you need help filing or understanding your taxes?
We provide a very personalized touch to every single client. We strive to meet and exceed your expectations. We listen to you and we deliver professionalism consistently. You earned it and we’ll help you keep it! Maximizing your earnings every day! Call now for a personalized action plan to get you back on track.
Highlights
Hired 2 times
3 employees
5 years in business
Serves Matthews , NC
Offers online services
Payment methods
Credit Card, Venmo, Zelle
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp
Photos and videos
Reviews
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CP
Charles P.
Great job. Would highly recommend. I will be a repeat customer.
April 04, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
What we like to do is speak with the potential Client to get a good understanding of the scope of the job and then we proceed to set an action plan.
What education and/or training do you have that relates to your work?
Over 30 years tax preparation and accounting experience. BS in Accounting, MS In Forensic Accounting. QuickBooks Certified, Registered with IRS as ERO in good standing. Certified Crypto Currency Tax Specialist. We are Tax Strategists.
Do you have a standard pricing system for your services? If so, please share the details here.
Our prices will range based on need and complexity. But the starting rate is $275.00.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting