Personal tax preparation
From $150
This price covers a simple return, such as one job’s wages, or Social Security with a pension or IRA withdrawal.
Rooted in the Carolinas
We prepare tax returns for individuals and businesses across North and South Carolina. For businesses, we keep the books and run payroll. Visit us in Locust, east of Charlotte, or work with us online.
Existing clients: sign in to the client portal
Services for individuals
Personal tax advisory
$50 an hour
We answer your tax questions and explain how a decision would affect your taxes.
Our advice covers tax only. We do not recommend investments.
Services for businesses
Business tax preparation
From $450
We prepare business, nonprofit, church, estate and trust returns.
Bookkeeping
From $150 a month
Plus your own QuickBooks Online subscription.
We keep your books up to date each month.
Payroll
From $110 a month
for one person, plus $12 for each additional person.
We run your payroll and handle the payroll tax filings, W‑2s and 1099s.
Year-round plans for businesses
Business tax advisory
From $300 a month
The price includes quarterly tax planning, the business return and up to two owners’ personal returns.
Full-Year Plan
From $500 a month
Plus your own QuickBooks Online subscription.
The plan combines bookkeeping, payroll, quarterly tax planning and your tax returns.
In person or online
At our office
217 West Main Street, Suite ALocust, NC 28097
Walk-ins are welcome on Tuesdays from 10 AM to 5 PM. Other weekdays are by appointment.
Online, from anywhere
Send your documents through our secure client portal.
How it works
- 1
Talk with us
Call or book online.
- 2
Send us your documents
Bring them in or upload them.
- 3
We do the work
We prepare your return, keep your books or run your payroll.
Samuel Hatley
Owner & Tax Professional