The Tax Lady
About
Very knowledgeable and professional service that allows client to understand their financial situation.
Helping people achieve their financial goals
Highlights
Hired 2 times
3 employees
19 years in business
Serves Charlotte, NC
Offers online services
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, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, 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
Reviews
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RP
Robert P.
I am still looking for someone that is more local
February 21, 2021
•Hired on Thervo
NM
Naomi M.
Everything about her is perfect
November 30, 2019
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
After introduction, with client'si premission, I ask a series of probing questions to determine need. Set an appointment. Get job completed quickly.
Services offered
Individual Tax Preparation
Business Tax Preparation
Marketing Agency
Financial Services And Planning
Business Consulting
Hr And Payroll
Accounting
E Commerce Development
Social Media Marketing
Legal Document Preparation
Wills And Estate Planning
Web Design
Presentation Design