Haley provides payroll coordination and reporting support to help ensure your team is paid accurately and your records stay in order.

Haley offers monthly, quarterly, or year end bookkeeping, depending on your needs and level of business activity. She starts by reviewing your current records, then works with you to choose the schedule that makes the most sense for your business and budget, so your books stay accurate without paying for more than you need.

Bookkeeping is the ongoing process of recording and organizing your business's financial transactions throughout the year. Tax preparation uses those records to file accurate returns. Clean, up to date bookkeeping makes tax preparation faster, easier, and more accurate.

Yes. Whether your books need a full cleanup, a fresh start, or you're just switching from a previous bookkeeper, Haley can help get them current and organized.

Yes. Haley works with real estate professionals and other commission based earners, helping structure bookkeeping around income that doesn't follow a traditional paycheck schedule.

Simply fill out the contact form on this site with a bit about your business and current bookkeeping needs, and Haley will follow up to schedule a consultation and walk you through next steps.

Yes, if you want an accurate picture of your business's financial health year round rather than just at tax time. Good bookkeeping also makes any future tax filing, loan application, or financial decision faster and easier.

Yes. Haley is QuickBooks certified and provides setup, cleanup, and ongoing support for businesses using the platform.

Haley provides monthly bookkeeping and account maintenance, bank and credit card reconciliations, financial statement preparation, payroll coordination and reporting, QuickBooks setup and cleanup, and year-end bookkeeping to keep your financials tax ready, for small businesses and self-employed professionals throughout Charlotte, NC.

Yes. Haley provides accurate estimated tax calculations throughout the year so self-employed individuals and business owners are never caught off guard by an unexpected tax bill.

Year round. Tax planning, consultation, and support are available any time of year, not just during the traditional filing season, so clients can make informed decisions as questions or major financial events come up.

Yes. Haley has experience with individuals and business owners who have more than a single W-2, including commission based income, self-employment income, real estate related income, and passthrough income and can help ensure those situations are handled accurately.

Yes. Haley regularly helps freelancers, independent contractors, and self-employed professionals navigate self-employment tax, quarterly estimated payments, and deductions specific to running your own business.

Yes. Haley provides IRS and state tax notice assistance, helping clients understand what's being requested and respond accurately and on time.

Haley works with individuals and families, freelancers and self-employed professionals, small business owners, real estate professionals, physicians and medical professionals, attorneys, financial advisors, consultants, and young professionals throughout the Charlotte, NC area.

Simply fill out the contact form on this site with a bit about your tax situation, and Haley will follow up to schedule a consultation and walk you through next steps.

Requirements vary by situation, but generally include income documents such as W-2s and 1099s, records of deductible expenses, prior year tax returns for reference, and any IRS or state correspondence received during the year. Haley provides a clear, personalized checklist based on your specific filing needs once you get started.

Haley provides individual, business, trust, and gift tax return preparation, tax planning and compliance, self-employment and small business tax guidance, IRS and state tax notice assistance, estimated tax calculations, and year round tax consultation for clients throughout Charlotte, NC.

Tax preparation is the process of filing an accurate return based on the past year's financial activity. Tax planning is proactive, looking ahead throughout the year to minimize tax liability, avoid surprises, and make informed financial decisions before the filing deadline arrives. Haley offers both as part of her tax services.

A CPA like Haley handles tax preparation, tax planning, and bookkeeping for individuals, families, freelancers, and small business owners, providing accurate filings and year round financial guidance rather than just a once a year tax appointment.

Tax preparation is filing accurate returns based on the past year's financial activity. Tax planning is proactive, looking ahead to minimize tax liability and avoid surprises before the year even ends. Haley offers both.

Yes. Haley provides monthly bookkeeping, bank and credit card reconciliations, financial statement preparation, and QuickBooks setup and cleanup, so your books stay accurate and your taxes stay stress free.

Yes, Haley is QuickBooks certified and a member of both the NCACPA and AICPA.

Simply fill out the contact form on this site with a bit about your tax or bookkeeping needs, and Haley will follow up to schedule a consultation.