Business Details
Your Trusted Accounting Partner in Charlotte, NC
For years, Stephanie A. Baumer, CPA, PC has provided quality, personalized financial guidance to individuals and businesses. Our expertise spans tax management and accounting services, including compiled and reviewed financial statements. We are recognized as a leading firm in our area, combining expertise, experience, and a collaborative team approach to ensure every client receives thorough analysis and attention.Our mission is to help clients maintain financial viability today while proactively achieving future goals through open communication and sound analysis. Our dedication to excellence has earned us respect within the business community, with a team of certified professionals committed to timely, competent advice for individuals and businesses alike.
Services
Tax Management Services
Accounting Services
Assurance and Advisory Services
QuickBooks Accounting Help
IRS Representation
Payroll Services
Financial Projections
Entity Selection
Bookkeeping
Debt and Finance Advising
Highlights and features
- We offer over 25 years of combined CPA experience.
- Personalized tax strategies for optimal savings.
- Proactive financial guidance tailored to your goals.
- Comprehensive accounting solutions for businesses and individuals.
- Dedicated to transparency and client-focused service.
Services
Tax Management Services
Our tax management services guide clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. We leverage expertise in current and evolving tax laws to optimize opportunities for individuals and businesses. With thorough analysis, we ensure strategic compliance and alignment with financial goals, providing clarity on receipts, bills, and notices.
Accounting Services
We deliver accurate record-keeping and financial reporting for businesses, from startups to established enterprises. Our services include ledger preparation, payroll processing, and cash flow forecasting. We support financial decision-making with reliable data, tax planning, and employee benefit plan management, ensuring businesses maintain profitability and capitalize on opportunities.
IRS Representation
Professional IRS representation during audits ensures client peace of mind. Our experience with tax authorities helps resolve inquiries efficiently, addressing IRS questions with expertise. We advocate for clients to achieve favorable outcomes during audits, leveraging our deep understanding of tax regulations and procedural compliance.
QuickBooks Accounting Help
Our QuickBooks support includes software installation, setup, and training tailored to business needs. We ensure proper configuration and efficient usage, offering personalized training, system reviews, and ongoing accounting assistance. Our experts help businesses generate reliable financial insights for informed decision-making and operational improvement.
Financial Projections
We create financial projections to help businesses plan for future growth and challenges. Combining market trends with client-specific data, we develop models for strategic decision-making. These projections support budgeting, investment planning, and identifying opportunities while maintaining alignment with long-term business objectives through detailed analysis.
People
Stephanie Baumer
CPA
Stephanie Baumer, CPA, has over 25 years of experience in accounting. She earned her BS in Accounting from Wingate University in 1996 and holds CPA license NC 28574. She leads the firm's commitment to financial guidance and client service excellence.
Catherine Johnson
CPA
Catherine Johnson, CPA, contributes extensive accounting expertise. With a BS from Pfeiffer College in 1994 and CPA license NC 27544, she delivers trusted advisory services focused on business growth and financial strategy for clients across industries.
Linda Day
Accountant
Linda Day specializes in accounting operations. Holding a BS from Gardner Webb (2011), she supports accurate financial record-keeping and reporting. Her focus includes payroll processing and ensuring compliance with evolving tax regulations for business clients.
Claudia Edwards
Accountant
Claudia Edwards provides accounting expertise to businesses and individuals. She earned her BS from NC State University in 2021, bringing fresh perspectives to financial guidance while maintaining the firm's standards of accuracy and client service.
Questions
What accounting services do you offer?
We provide tax planning, financial statement preparation, payroll processing, QuickBooks support, IRS representation, and strategic financial advisory services for individuals and businesses.
How can you help with tax preparation?
Our tax services minimize liabilities while maximizing savings through proactive strategies aligned with evolving tax regulations and your specific financial situation.
Do you assist with IRS audits?
Yes. Our firm offers professional IRS representation to address audit inquiries efficiently and advocate for favorable resolutions based on tax code expertise.
Can you support QuickBooks users?
We provide QuickBooks installation, setup, training, and troubleshooting to ensure accurate financial tracking and reporting tailored to business needs.
What industries do you serve?
We work with diverse industries, offering customized accounting solutions for small businesses, professionals, and individuals requiring specialized financial guidance.
