Services Provided

We are a full-service tax and accounting firm that performs a variety of services for small businesses and individuals alike to promote smooth financial operations and minimize tax bills.

Individual Tax Prep

For personal taxes, we are committed to individualized service for each and every client with a focus on full compliance with the law and the lowest tax bill possible.

Business Tax Prep

We prepare taxes for small business, everything from single member LLCs to partnerships and S and C Corporations.

Fractional CFO

We perform fractional/virtual CFO services to act as a financial consultant to assist you to make the best financial decisions possible for your small business.

Bookkeeping

We do the back-end accounting so you have the most accurate information possible to do what you do best: running your business.

Tax Planning

We seek to avoid unwanted surprises on April 15th by coupling tax preparation with a proactive approach to tax planning.

Notice Resolution and Audit Representation

When the IRS comes knocking or that dreaded notice comes in the mail, rest assured that we will be ready to be your first call.

About Joe Warta, CPA

NC CPA Cert #45290

Experience

Joe has a wide variety of experience, from small public accounting, to government auditing, nonprofit accounting, and working in a multinational corporate tax department.

Photo by Nataliya Vaitkevich on Pexels.com

Education

AA from Wake Tech
BS in Accounting from Western Governors University
MBA in Tax and Accounting from Campbell University

FAQs

What is the onboarding process?

We generally conduct an initial meeting where we discuss a basic overview of your situation, and provide an estimate of fees and a scope of work performed. After we have agreed on the work to be performed, we will give the client access to a secure portal to begin uploading pertinent documents.

What are your fees?

For businesses, the schedule of pricing is below. In an effort to ease the burden of paying the entire year’s bill at one time, we operate on a monthly billing schedule. For individual tax returns, we give an estimate based off of the complexity of the tax return. Individual minimums are $600 and business (S Corporation, Partnership, Sole Proprietorship) minimums are $1,000.

How do you conduct meetings?

Client meetings can be conducted in-person at our office in Clayton, over the phone, or Google Meet.

Do we have to have a meeting or can we just upload our information?

We do not require an initial meeting, so you may request a portal link and upload your documents, and we will follow up with questions concerning your tax return at that point.

What types of returns do you prepare?

We prepare returns for businesses and individuals in all fifty states. Rental income, dividends, interest, cryptocurrency, stock sales, retirement, and everything in between! We prepare for all business entities as well: S Corporations, C Corporations, Partnerships, Single Member LLCs.