TAN Financial Services

TAN Financial Services

New
Offers online services
New
Offers online services

About

Experienced Public Accountant, with Big Four, Regional and Local firm experience.

Providing superior customer service, accross a wide variety of sectors.

BA in Public Accounting - Syracuse University '09

QuickBooks ProAdvisor

NABA and AICPA member.

www.tanfs.com


Highlights

2 employees
8 years in business
Serves Charlotte , NC
Offers online services

Social media


Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue

Accounting software

QuickBooks, Xero, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Photos and videos


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    Frequently asked questions

    We do a client interview, utilizing audio or video conferencing. This allows us to get to know you and understand how we can provide the best service possible

    BA - Public Accounting  - Syracuse University '09

    10 years public accounting experience at Big Four, Regional and Local Firms.  Servicing clients from Fortune 100 to Main Street.

    Yes, Our base individual income tax preparation is $175. This includes one federal return and one state return. Any additional required schedules or states are billed per form, varying based on complexity.

    Ive always had a knack for helping people. So I launched TAN Financial Services after working over 10 years with some of the best and brighest minds in our field.

    Ive worked with Fortune 100 companies, including 2 of the 4 Top 4 Banks, a top 10 Investment company, municipalities, medical care, construction, retail, and professional service clients.


    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Accounting