Business Details
Your Trusted Accounting Partner in Whittier, NC
Brooks CPA operates from Whittier, North Carolina, offering comprehensive accounting solutions across western North Carolina. Our firm brings two decades of expertise in addressing small business accounting challenges and over 15 years of specialized experience working with nonprofit organizations. We deliver personalized financial guidance through customized bookkeeping, balance sheets, cash flow statements, and payroll processing tailored to each client's needs. Our approach combines small-town service values with modern technological capabilities to ensure timely and accurate financial reporting.Certified professionals maintain strict compliance with Generally Accepted Accounting Principles while providing transparent communication throughout the engagement process. With authorization for electronic tax filing and expertise in various return types, we streamline complex financial requirements into manageable solutions for business owners. Our team's educational credentials include advanced accounting degrees and specialized training in computer information systems to enhance service delivery.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Statements
Sales Tax Remittance
Highlights and features
- 20+ years of small business accounting expertise
- Specialized nonprofit organization experience
- Certified CPA with advanced accounting credentials
- Modern technology integrated with personal service
- Transparent communication throughout engagement
Associations and certifications
- Certified Public Accountant
Services
Tax Preparation
Comprehensive tax preparation covering personal and business needs. We handle 1040, 1120, and 1065 returns while ensuring compliance with current regulations. Our authorized e-file capability streamlines submission processes for individual and corporate clients.
Bookkeeping
Daily financial transaction management using QuickBooks software. We maintain accurate ledgers and produce balance sheets, income statements, and cash flow reports according to Generally Accepted Accounting Principles. Monthly bank reconciliation ensures complete financial transparency.
Payroll Services
Full-service payroll management covering net pay calculation and IRS-mandated reporting. We handle 941 and 940 tax filings while maintaining compliance with deposit rules. Customized payroll statements meet both federal and state regulatory requirements.
Financial Statements
Preparation of GAAP-compliant financial reports including balance sheets and cash flow statements. We provide analytical insights through comparative reporting and maintain documentation standards required for audits or regulatory reviews.
Sales Tax Remittance
Monthly sales tax reporting and payment services for retail clients. Our comparative analysis tracks performance across two-year periods while ensuring accurate remittance calculations and submission deadlines are consistently met.
People
Fran Brooks
Certified Public Accountant
North Carolina CPA with certificate #33135. Holds Master of Accounting from Western Carolina University and BBA in Computer Information Systems from Georgia State University. 20+ years small business accounting experience.
Nancy Woodard
Accountant
Registered Tax Return Preparer with Master of Accounting from Western Carolina University. Specializes in nonprofit accounting and individual tax preparation. 15+ years experience in corporate and nonprofit sectors.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, tax preparation, payroll processing, and sales tax remittance services tailored to small businesses and nonprofits.
Are you available for urgent tax matters?
We prioritize appointments for time-sensitive issues but maintain scheduled service delivery for standard engagements.
How long have you worked with small businesses?
Our firm has over 20 years of experience serving small businesses in western North Carolina.
When should I file my tax returns?
Personal returns are due April 15th, corporate returns March 15th, with extension options available for both.
Do you handle nonprofit accounting needs?
Yes, we have 15+ years of specialized experience working with nonprofit organizations' unique financial requirements.
