---
title: "Services"
description: "Overview of in-person and remote services for individuals and small businesses."
url: https://markpattyaccounting.com/services
lang: en
last_modified: 2026-09-30
---
# Services

Overview of in-person and remote services for individuals and small businesses.

Services are available to clients near Shelby and hours away. Most work can be handled by phone or video call, with documents shared through a secure emailed portal link.

## What we do
- **Tax Preparation**: Individual and small business returns, federal and North Carolina, prepared carefully and explained clearly.
- **Bookkeeping**: Monthly books you can trust, or a catch-up when you've fallen behind.
- **QuickBooks Help**: Setup, cleanup and training from the same office that files your taxes.
- **Payroll**: Pay your team on time, with the filings handled.
- **Tax Planning**: Plan the year you're in, for business owners and retirees, so April holds no surprises.
- **IRS Letters & Tax Resolution**: Got a letter? An Enrolled Agent can speak to the IRS for you.
- **Insurance & Retirement**: Planning for retirement with someone who already knows your finances.

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Mark Patty & Associates, LLC
724 South Morgan Street, Shelby, NC 28150
Phone: (704) 471-1414
Hours: Monday to Friday, 8:00 AM to 5:00 PM. After hours by appointment.
Page: https://markpattyaccounting.com/services