Shelby, North Carolina
Tax preparation and bookkeeping since 2001
Tax preparation, bookkeeping, payroll and year-round tax planning for Cleveland County families and small businesses. You work directly with Mark Patty from the first call to the finished return.
- Federal and North Carolina returns, no need to come in
- Taxes, books, payroll and planning handled by one established office, all year
- Near or hours away, meet with us by phone or video call and share documents through our secure portal
- Enrolled Agent, licensed by the IRS
- In Shelby since 2001
- Clients across the US
- 5.0 on Google
- Office on South Morgan Street
Book an appointment
Tell us what you need. We'll call to set a time that works for you.
- ENROLLED AGENT
- SERVING SHELBY SINCE 2001
- GARDNER-WEBB UNIVERSITY
- SECURE CLIENT PORTAL
- TAX PREPARATION
- BOOKKEEPING
- PAYROLL
- QUICKBOOKS CERTIFIED
- QUICKBOOKS HELP
- TAX PLANNING
How we help
One office for your taxes, your books, your payroll and your planning
Tax preparation, bookkeeping, payroll, planning for the year ahead, and help if the IRS ever writes: all from one local office serving clients since 2001. Most clients start with one thing and stay for the rest. Pick where you'd like to start.
Tax Preparation
Individual and small business returns, federal and North Carolina, prepared carefully and explained clearly.
- Federal and North Carolina returns
- Self-employment, rental and retirement income
- Amended and prior-year returns
Bookkeeping
Monthly books you can trust, or a catch-up when you've fallen behind.
- Monthly recording and reconciliations
- Catch-up for past months or years
- Reports you can actually read
QuickBooks Help
Setup, cleanup and training from the same office that files your taxes.
- New company setup
- Cleanup of an existing file
- One-on-one training
Payroll
Pay your team on time, with the filings handled.
- Paychecks on your schedule
- Quarterly and year-end filings
- W-2s and 1099s
Tax Planning
Plan the year you're in, for business owners and retirees, so April holds no surprises.
- Federal and North Carolina tax projections
- Quarterly estimated payment amounts
- A year-end check-in while there is time to act
IRS Letters & Tax Resolution
Got a letter? An Enrolled Agent can speak to the IRS for you.
- We read and explain your notice
- Missing past-year returns filed
- Payment plans when you can't pay in full
Insurance & Retirement
Planning for retirement with someone who already knows your finances.
- Medicare supplement insurance
- Life and long-term care insurance
- Fixed annuities
Why clients stay
You'll work with Mark, not a seasonal stranger
Mark Patty founded the firm in 2001 and still leads the tax preparation, bookkeeping and payroll work clients rely on today.
- 01
A licensed professional on your return. Mark is an Enrolled Agent, licensed by the IRS and able to represent you before it. If a letter ever arrives, you already have someone in your corner.
- 02
The same office, year after year. We've served Shelby since 2001. Many clients have been with us for years, and we know their situation before they sit down.
- 03
Help all year, not just in April. Bookkeeping, payroll and questions in July get the same attention as your return in March.
Mark is very thorough. Always ask you questions to better assist you. Tax time he's always looking out for your best interest. Would recommend him to anyone.
25+
Years in Shelby, since 2001
5.0
Google rating
1
Enrolled Agent handling your return
Getting started
Getting started takes one phone call
Call or book online.
Tell us what you need. We'll set a time that works for you.
Bring or securely send what you have.
Visit the office or use your emailed portal link. We'll tell you exactly what else we need.
We handle it and keep you posted.
You'll know what we're doing, what it costs and when it will be done.
Live nearby or hours away? Use the secure portal link we email you to share documents, then meet with us by phone or video call. Visiting the office is always optional.
From our clients
What Shelby says about working with us
5.0 on Google · Read our reviews on Google
Mark has done my taxes for years and it’s always a smooth flawless event . He makes dealing with the IRS as painless as possible.
I've been doing business with Mark for years, he and his staff are kind and professional people. Thanks guys. BBLESS ❤️
Awesome staff and the best tax company in Shelby NC
Start next year with clean books
Get caught up now and tax season becomes the easy part.
Questions
Questions we hear every week
Something else on your mind? Call (704) 471-1414 and ask.
Have a question first?
Have a question first?
Send us a quick message and we will get back to you soon.
724 South Morgan Street, Shelby, NC 28150
Monday to Friday, 8:00 AM to 5:00 PM
Wheelchair-accessible entrance and parking
Our office
The office on South Morgan Street
You are welcome to drop in during office hours, but you never have to live nearby or visit to work with us. We are at 724 South Morgan Street, Shelby, NC 28150. We are open Monday to Friday, 8:00 AM to 5:00 PM. After hours by appointment.
Ready when you are
Let's take your taxes and books off your plate.
Call or book a time from wherever you are. You'll talk to people who know Shelby and take time to know your situation.
Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google