Business Details
Trusted Accounting and Tax Advisory Services in Concord, NC
D. Michiels CPA, PLLC is a forward-thinking accounting and tax advisory firm dedicated to helping clients achieve their financial goals. Our team combines extensive experience in public and private accounting with a strategic approach to tax planning, ensuring compliance while minimizing liabilities. We leverage technology to deliver cost-effective solutions tailored to individuals and businesses of all sizes. With expertise in bookkeeping, payroll, sales tax filings, and QuickBooks assistance, we provide comprehensive support to streamline financial operations. Our proactive service model focuses on maximizing cash flow and guiding clients through complex tax decisions.We specialize in serving startups, small businesses, and national organizations with personalized attention and technical precision. Our professionals hold certifications including Certified Public Accountant and IRS Enrolled Agent, reflecting our commitment to excellence. We offer QuickBooks cleanup services to restore financial order for businesses with disorganized records. Located in Concord, North Carolina, we serve clients nationwide through cloud-based solutions. Our mission is to empower financial success through transparent communication and actionable insights.
Services
Tax Planning
Bookkeeping
Payroll Management
QuickBooks Help
Sales Tax Filing
Income Tax Prep
Accounting Systems
Nonprofit Tax
Estate Tax
Financial Consulting
Highlights and features
- We have nearly two decades of combined experience in public and private accounting.
- Our team leverages cloud-based technology for efficient, real-time financial solutions.
- We offer specialized QuickBooks cleanup services for disorganized bookkeeping.
- Our professionals hold active CPA and IRS Enrolled Agent certifications.
- We provide nationwide service with personalized, client-focused support.
Associations and certifications
- IRS
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance strategies. We analyze financial situations to identify savings opportunities while ensuring adherence to federal and state regulations. Our expertise spans corporations, partnerships, estates, and nonprofit entities.
Bookkeeping
We maintain accurate financial records for small businesses, including bank reconciliations and accounts payable/receivable management. Our system ensures organized data for informed decision-making and audit readiness. QuickBooks integration streamlines ongoing accounting processes.
Payroll Management
Our payroll services handle tax withholdings, wage distribution, and regulatory filings. We ensure compliance with labor laws while automating processes to reduce administrative burdens. Clients receive timely reports for financial tracking and planning.
QuickBooks Help
We provide implementation, training, and cleanup services for QuickBooks users. Our team resolves data discrepancies, optimizes system setup, and trains staff for efficient software utilization across desktop and cloud platforms.
Sales Tax Filing
We manage sales and use tax obligations for businesses operating across multiple jurisdictions. Our services include return preparation, nexus analysis, and audit support to maintain compliance with state and local tax authorities.
People
Dan Michiels
Certified Public Accountant
Dan Michiels is a North Carolina CPA with 20 years of experience in public/private accounting. Former international corporation professional, he now specializes in tax strategy and compliance for businesses and individuals nationwide.
Nicole Michiels
Client Manager
Nicole Michiels, an IRS Enrolled Agent, manages client accounts with six years of bookkeeping and tax compliance expertise. She focuses on accurate financial reporting and personalized support for diverse business structures.
Melissa Interrante
Client Manager
Melissa Interrante, an IRS Enrolled Agent, specializes in sales tax filings and business accounting. With four years at D. Michiels CPA, she provides detailed compliance solutions and responsive client service for organizations nationwide.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, payroll processing, sales tax filings, QuickBooks assistance, and financial consulting to help small businesses maintain organized records and make informed decisions.
Do you handle tax preparation for different business structures?
Yes, we prepare tax returns for individuals, C-Corporations, S-Corporations, partnerships, estates, trusts, gifts, and nonprofit entities with customized compliance strategies.
Can you help with QuickBooks cleanup for disorganized records?
Our QuickBooks cleanup service reconciles bank accounts, organizes receivables/payables, and properly structures loans and assets to restore financial accuracy for businesses.
What tax planning strategies do you specialize in?
We focus on minimizing tax liabilities through strategic deductions, entity structuring, and compliance planning while maximizing cash flow and long-term financial growth opportunities.
Are your professionals certified in accounting disciplines?
Our team includes a Certified Public Accountant (NC) and IRS Enrolled Agents with specialized expertise in tax compliance, accounting systems, and regulatory requirements.
