Frequently Asked Questions

Can you work with clients outside of North Carolina?

 

Yes. While we are based in Kannapolis, North Carolina, we provide secure virtual accounting and tax services nationwide. As long as you have an internet connection, we can work with you anywhere in the United States using secure portals, cloud-based accounting systems, and virtual meetings.

 

Do you offer virtual or remote tax preparation?

 

Yes. We offer fully remote tax preparation and accounting services. Clients can securely upload documents, sign forms electronically, and communicate with us online. In-person appointments are available for local clients, but not required.

 

What services do you offer?

 

Through Quick Tax Unlimited, we provide:

  • Individual tax preparation
  • Small business tax preparation
  • Amended returns
  • Tax planning and compliance support
     

Through Business Cents, we offer:

  • Bookkeeping services
  • Payroll support
  • Ongoing accounting services
  • Administrative and financial organization support
     

Who do you typically work with?

 

We work with:

  • Individuals and families
  • Small and medium-sized businesses
  • Contractors and service-based businesses
  • Self-employed individuals
  • Estates and trusts

 

We serve both local clients and clients nationwide.

 

Do you only work with small businesses?

 

Our primary focus is on individuals and small to medium-sized businesses, but we also support more complex operations, including businesses with employees, contractors, multiple income streams, and industry-specific compliance requirements.

 

Can you help if my bookkeeping is behind or disorganized?

 

Yes. Many of our clients come to us with incomplete or disorganized records. We provide non-judgmental support and can help clean up, organize, and bring your bookkeeping current so you can move forward with confidence.

 

Do you provide year-round support or only during tax season?

 

We provide year-round support, not just during tax season. This includes bookkeeping, payroll assistance, tax planning, compliance guidance, and ongoing financial support throughout the year.

 

What industries do you have experience with?

 

We have experience across a wide range of industries, including:

  • Construction
  • Trucking and transportation
  • Heavy equipment
  • Towing and recovery
  • Automotive services
  • Building products
  • Service-based businesses
     

This allows us to understand industry-specific challenges and compliance needs.

 

Can you help with audits or IRS letters?

 

Yes. We assist clients with IRS and state tax notices, audit support, and compliance-related correspondence. Prompt and accurate responses are critical, and we work with clients to address issues efficiently and effectively.

 

Is my information secure if we work remotely?

 

Yes. We use secure, encrypted client portals and document-sharing systems to protect your information. Client confidentiality and data security are a top priority.

 

Do you offer payroll services?

 

Yes. Through Business Cents, we offer payroll support and payroll-related accounting services, including recordkeeping, reporting support, and coordination with payroll platforms.

 

How do I get started?

 

Getting started is simple:

  1. Contact us to schedule a consultation
  2. Complete the client onboarding process
  3. Upload your documents securely through our portal

We’ll guide you through each step.

 

Do you offer mobile or in-person services?

 

We offer mobile and in-person services for local clients when appropriate. However, most services can be completed efficiently through our secure virtual systems.

 

What makes your firm different from other accounting firms?

 

We are known for:

  • Relationship-based service
  • Attention to detail and compliance
  • Non-judgmental support
  • Industry-specific experience
  • Year-round availability
  • Secure virtual services nationwide

Our goal is to be a trusted financial partner, not just a seasonal service provider.

 

Are consultations available?

 

Yes. Consultations are available and can be conducted virtually or in person depending on your location and needs.

 

Do you offer no  up-front cost tax pereparation or refund advances?

 

Yes. Clients expecting a refund may qualify for no up-front cost tax preparation, with fees deducted from the refund. Qualified clients may also be eligible for refund advances, including interest-free advances up to $1,000. Larger advances may be available, subject to approval and applicable interest.