Our services
Tax, bookkeeping and payroll services in Shelby, NC
Tax preparation, bookkeeping, payroll and year-round planning for your household or small business, from one local office that knows you. We do them together, so your books, your plan and your return agree.
- Enrolled Agent, licensed by the IRS
- In Shelby since 2001
- 5.0 on Google
- Office on South Morgan Street
How we help
One team for your taxes, your books and your payroll
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
Not sure what you need?
Tell us what's going on and we'll point you in the right direction.
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? Share documents through the secure portal link we email you, and meet with us by phone or video call.
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.
Have a question first?
Send us a quick message
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
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