Accountant in Montgomery, North Carolina

Fees vary by service and complexity. Ask whether the quote is flat-rate or hourly and whether bookkeeping, payroll filings, amended returns, or IRS correspondence are included.

Bring prior-year returns, W-2s or 1099s, business income and expense records, estimated-tax payments, receipts for deductions, and identification. Business clients should also bring payroll and bookkeeping records.

A complete individual return may be prepared after all documents are received, while business bookkeeping and payroll are recurring services. Missing records, multiple entities, and IRS issues generally extend the timeline.

Yes. IRS notices usually specify a response deadline, and an accountant who handles IRS representation can review the notice and help prepare the response before that deadline.

Businesses may need records supporting income, expenses, payroll, withholding, and sales-tax obligations, depending on their activities. Keep invoices, receipts, bank records, and filed tax returns organized for the applicable retention period.