Accounting Services
We know business owners would rather focus on running and growing their business than managing accounting tasks. Our small business accounting services help keep your operations organized, compliant, and running efficiently—giving you confidence and peace of mind.
Our services include:
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Monthly bookkeeping and financial record maintenance
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Sales and use tax preparation and filing
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Year-end reporting, forms, and compliance filings
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QuickBooks setup, training, and ongoing support
Income Tax Preparation
Our experienced team provides accurate, reliable tax preparation services tailored to your unique financial situation. Whether you are an individual, business owner, or organization, we help ensure your returns are prepared correctly and filed on time.
We provide professional tax preparation services for:
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Individuals and Single-Member LLCs
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C Corporations
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S Corporations
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Partnerships
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Estates & Trusts
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Nonprofit Organizations
Tax Planning and Consulting
Our goal is to guide you through a wide range of tax planning and preparation decisions using strategies designed to reduce your tax liability, improve cash flow, and keep you aligned with your long-term financial goals. Beyond tax consulting, we help businesses streamline and automate their accounting systems, analyze financial data, and provide strategic guidance to support critical business decisions that can significantly impact your success.
Meet Dana
Dana spent 7 years at a regional public accounting firm, learning the ins and outs of taxation. In 2025, she opened her own firm and is dedicated to serving her clients’ needs and building long-term relationships. Dana has experience with serving a wide variety of clients but primarily focuses on serving individuals, sole proprietors, trusts and estates. She also works regularly on partnerships and family businesses.
Education: Master of Accountancy, University of North Carolina at Charlotte
Certified Public Accountant: North Carolina, Certificate # 41876
Professional Affiliations: American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants