Individual tax returns
Most clients: $400 – $1,200+
Simple W-2 returns start lower; complex returns are priced based on your situation.
Serving Davidson County Since 1994
Extension & follow-up · 2025
Tax stress
ends here.
Davidson County tax, bookkeeping, and payroll support with a secure paperless workflow.
Need direct federal resources? Visit IRS.gov
Secure document portalThomasville, NC officeFull remote service
How this works
Quote → Deposit / Consult → Secure portal
Quote
Tailored discovery
Deposit or consult
Secure checkout
Secure portal
Upload & messages
Start with a tailored checklist, then pay to open your file. Get started
After April 15: 2025 extensions and cleanup through mid-October 2026 (Eastern).
Established 1994
114 National Hwy, Thomasville NC
Local & Remote Clients
Secure Document Portal
Drake-Powered Tax Prep
QuickBooks Bookkeeping
What We Handle
Core services
most clients need.
Individual tax, business tax, and monthly bookkeeping handled by one team that knows your file.
Most Popular
Individual Tax
W-2 filers, 1099 workers, self-employed, investors, and everyone in between. We handle the complexity so you don't have to.
1040 · Schedules C/D/E · Prior-year returns · IRS letters
Learn more
Business Tax
LLCs, S-corps, partnerships, and sole proprietors. Year-round advisory — not just a once-a-year file.
1120S · 1065 · Entity selection · Tax strategy
Learn more
Bookkeeping
Monthly reconciliation, financial reports, and clean books you can actually read. QuickBooks setup and cleanup too.
Monthly close · QuickBooks · Catch-up · Reporting
Learn more
Also available
Transparent pricing at a glance
Most clients fit these ranges. Final pricing depends on complexity, and you always get a clear quote before work begins.
Business tax returns
Starting at $1,200+
S-corps, partnerships, and multi-entity businesses are priced based on complexity.
Monthly bookkeeping
Starting at $300/month
Custom pricing based on transaction volume and business size.
Payroll services
Starting at $75/month + per employee
Structured to match your headcount and filing needs.
You'll always receive a clear quote before any work begins.
Want the full breakdown?
See full plan comparisons, detailed pricing notes, and the right fit for your situation.
The Process
From phone to filed.
Simpler than you think.
A simple, secure workflow with clear next steps at every stage.
🧭
1Choose your service
Tell us whether you need individual tax, business services, bookkeeping, or payroll. We route you to the right checklist — no sorting it out yourself.
🔒
2Create your secure account
Set up your portal in 2 minutes. Your documents stay encrypted and never travel by email — full stop.
✅
3Upload and track status
Use your phone or desktop, then follow progress from review through filing in your portal.
Complete Financial Protection
Not just filing.
Everything aligned.
We connect tax strategy, risk protection, and legacy planning so your decisions work together instead of in separate silos.
Tax Strategy & Compliance
- - Individual and business tax preparation
- - Year-round tax planning
- - IRS correspondence and audit support
Insurance & Risk Protection
- - Life, business, and income protection strategy
- - Policy review to spot gaps or overpaying
- - Coordinated planning with licensed professionals
Estate & Legacy Coordination
- - Wills and trusts planning coordination
- - Beneficiary and asset structure review
- - Business succession planning guidance
Ready to align your tax plan, protection strategy, and long-term goals with one team?
Insurance services are coordinated with licensed professionals. Estate planning support is strategic coordination and does not replace legal advice.
Ready when you are
Let's get your taxes
handled right.
Start securely from your phone, book a consultation, or call us directly.
114 National Highway · Thomasville, NC 27360 · Established 1994