Business Details
9 Years
experience
Trusted Accounting & Tax Services in Greenville, NC
Based in Greenville, NC, our firm provides comprehensive accounting, bookkeeping, and payroll services tailored to small businesses. We specialize in individual and small business tax preparation, tax planning, and resolution services, offering customized packages to meet specific client needs. With over two decades of combined experience, our team includes IRS Enrolled Agents and active members of professional accounting societies. We prioritize year-round accessibility, offering evening and weekend appointments for client convenience. Our expertise extends to start-up consultations, monthly reporting, sales tax compliance, and audit representation.We maintain strong professional affiliations, including leadership roles in the North Carolina Society of Accountants. Our team holds notary commissions and participates in IRS continuing education programs. We emphasize secure document handling through our encrypted portal and provide educational resources like tax checklists and law updates. Our community involvement includes teaching roles at local institutions and chamber of commerce leadership positions. We combine technical proficiency with personalized service to ensure client satisfaction.
Services
Tax Return Preparation
Bookkeeping Services
Payroll Processing
Tax Planning
Tax Resolution
Details
- Year established: 2017
Highlights and features
- We offer IRS Enrolled Agent expertise for complex tax matters
- Our team holds leadership roles in state accounting societies
- We provide secure document handling through encrypted portals
- We combine 20+ years of combined industry experience with personalized service
- We offer flexible evening and weekend appointments for client convenience
Associations and certifications
- IRS Enrolled Agent
- National Society of Accountants
- North Carolina Society of Accountants
- IRS Annual Filing Season Program
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals and small businesses, including current and prior year filings. Our services cover amendments, audit representation, and review of previously filed returns. We provide year-round support for tax compliance needs.
Bookkeeping Services
Customized bookkeeping solutions include monthly and quarterly reporting, accounts payable management, and financial statement preparation. We support start-up businesses with system implementation and provide ongoing maintenance for accurate financial tracking.
Tax Resolution
We assist with IRS and state tax notices, including payment plan establishment and W-4 withholding reviews. Our services include audit representation and resolution of tax debt issues through negotiated settlements and compliance solutions.
Payroll Processing
Full-service payroll management includes tax withholding calculations, quarterly filings, and year-end reporting. We handle federal and state payroll tax submissions and provide compliance support for small business employment obligations.
Tax Planning
Our proactive planning services include tax organizer tools, withholding analysis, and strategic advice to minimize liabilities. We provide year-round consultation for tax-efficient business decisions and personal financial planning.
People
Karen Spruill
President, IRS Enrolled Agent
20+ years accounting experience, former tax franchise district manager, NC Society of Accountants President, IRS Enrolled Agent since 2013, community college tax instructor.
Deborah Davis
Vice President, Tax Preparer
Former public school band director, IRS Annual Filing Season Program participant, Winterville Chamber Treasurer, NC Society of Accountants member, 10+ years tax preparation experience.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, sales tax compliance, and customized accounting systems for small businesses in Greenville, NC.
Do you handle both individual and business tax returns?
Yes, we prepare federal and state tax returns for individuals and small businesses, including amendments and audit representation services.
How can I submit documents securely for tax preparation?
We provide a secure document portal for safe transmission of sensitive financial information instead of email submission.
What tax resolution services are available?
We assist with IRS/state notices, payment plan establishment, audit representation, and withholding analysis to resolve tax compliance issues.
Are evening or weekend appointments available?
Yes, we offer flexible scheduling with evening and weekend appointments for client convenience outside regular business hours.
What professional credentials do your staff hold?
Our team includes IRS Enrolled Agents, notaries, and members of the National Society of Accountants with leadership roles in state organizations.
