Business Details
Your Trusted Accounting Partner in Charlotte, NC
At Gerald Yarborough, we have dedicated ourselves to providing comprehensive tax and accounting solutions for small businesses and individuals in Charlotte, NC. With decades of combined experience, our team specializes in tax return preparation, bookkeeping, audit representation, and tax debt resolution. Our approach combines deep expertise in tax law with personalized service, ensuring clients receive strategies tailored to their unique business structures, whether sole proprietorships, corporations, or LLCs. We prioritize accuracy and compliance while identifying opportunities to minimize tax liabilities and maximize savings. Our former IRS agent background equips us to navigate complex audits and debt resolution processes effectively.We offer QuickBooks support and outsourced bookkeeping to streamline financial operations, allowing clients to focus on business growth. Our commitment to staying current with evolving tax regulations ensures clients receive up-to-date guidance. We serve as a trusted partner, emphasizing transparency, proactive planning, and long-term financial health. Our track record includes resolving significant tax debts and optimizing returns for diverse clients. By combining technical proficiency with client-centric service, we aim to be the definitive resource for tax and accounting needs in the Charlotte area.
Services
Tax Return Preparation
Accounting & Bookkeeping
Audit Representation
Tax Debt Resolution
QuickBooks Support
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team includes a former IRS agent with audit and debt resolution expertise.
- We provide personalized tax strategies tailored to your business structure.
- We handle complex IRS debt resolution with proven success stories.
- We offer outsourced bookkeeping and QuickBooks support for operational efficiency.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Return Preparation
We prepare accurate tax returns for small businesses and individuals, optimizing strategies to minimize liabilities. Our expertise covers sole proprietorships, corporations, and LLCs. We ensure compliance with federal and state regulations while identifying deductions to maximize savings.
Audit Representation
Our team provides expert audit support, representing clients before the IRS with strategies to resolve issues efficiently. Leveraging former IRS experience, we protect clients' interests and work toward favorable audit outcomes through documentation and negotiation.
Tax Debt Resolution
We resolve federal and state tax debts through customized plans, including offers in compromise and installment agreements. Our track record includes eliminating significant tax liabilities while minimizing penalties and interest for individuals and businesses.
Accounting & Bookkeeping
We manage bookkeeping and accounting needs, maintaining precise records for tax compliance and business decision-making. Services include QuickBooks setup, monthly reconciliations, and financial reporting to ensure operational clarity and regulatory adherence.
QuickBooks Support
We offer QuickBooks training, setup, and ongoing support to streamline financial management. Our services help businesses utilize accounting software effectively for day-to-day operations, reporting, and tax preparation needs.
People
David Yarborough
Co-Owner
David Yarborough, a former IRS Revenue Officer with 30+ years of experience, specializes in tax resolution and accounting services. He co-founded Yarborough & Potter after decades of helping businesses resolve tax debt issues.
Melissa Potter
Co-Owner
Melissa Potter, an Enrolled Agent with 25+ years of expertise, focuses on corporate and personal tax strategies. She leads tax resolution efforts and represents clients before the IRS, leveraging deep industry knowledge to resolve complex cases.
Gerald Yarborough
Founder
Gerald Yarborough, a CPA with over 30 years of experience, founded the firm in Charlotte. He specializes in tax preparation, audit defense, and IRS debt resolution, using his former IRS Appeals Office background to benefit clients.
Questions
What tax services do you offer for small businesses?
We provide tax return preparation for sole proprietorships, corporations, and LLCs, along with audit representation and tax debt resolution tailored to small business needs.
Can you help with overdue tax returns?
Yes, we specialize in preparing and filing delinquent tax returns for individuals and businesses, helping clients regain compliance and reduce penalties.
Do you offer bookkeeping services?
We provide comprehensive bookkeeping and QuickBooks support to maintain accurate financial records, allowing business owners to focus on operations.
How do you handle IRS audit representation?
Our former IRS agent leads audit defense strategies, ensuring clients' rights are protected and advocating for favorable outcomes during the audit process.
What experience do you have with tax debt resolution?
We have resolved over $200,000 in tax debts for clients, using tailored solutions for federal and state tax debt problems.
