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Business compliance and bookkeeping services in Charlotte

Professional compliance and bookkeeping services that keep your business protected, organized, and ready for long-term success.
Google Rating
5.0

Services we offer

Business Compliance Services

Keep your business legally protected and in good standing with the state. We handle the filings, registrations, renewals, and official documents required to maintain compliance, so you never have to worry about missed deadlines, penalties, or administrative roadblocks.
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Certificate of Good Standing

A Certificate of Good Standing shows that your business is officially registered, fully compliant, and trusted to operate within the law. It’s the proof lenders, partners, and investors want to see before doing business with you.

For LLCs, corporations, and other registered entities, this certificate opens doors — from securing funding and bank accounts to expanding into new markets. Without it, you risk fines, delays, or missed opportunities. Get your Certificate of Good Standing and show the world your business is in top shape.

We help your business obtain a North Carolina Certificate of Good Standing so you can prove legal compliance and keep your company active with the state. This document is often required for loans, contracts, and business expansion.

Register to Do Business (NC & other states)

Expanding your business? We handle the paperwork to register your company in North Carolina and other states, keeping you compliant with local laws while you focus on growth.

Managed Annual Reports

Avoid missed deadlines and penalties — we file your State annual reports on time and ensure your business information stays current with the Secretary of State.

Dissolution Filing

Officially close your business with the state. Whether your business has fulfilled its purpose, you’re moving on to a new opportunity, or any other reason brings it to an end, sometimes it’s time to close the doors. While a business can be voluntarily dissolved, it must also be formally terminated with the state.

Without proper dissolution, the owners may still be responsible for ongoing state fees and obligations. We can assist you in preparing and filing your Articles of Dissolution to officially notify the state that your business is closed.

Certificate of Authority

We help out-of-state businesses get authorized to operate in North Carolina, making expansion easy and fully compliant.

Payroll Tax Registration

We register your business for payroll tax accounts so you can hire employees, run payroll, and stay compliant with IRS and state requirements.

Sales Tax Registration

We handle North Carolina sales tax registration for retailers and service providers, ensuring you’re properly set up to collect and remit taxes.

Bookkeeping & Managed Accounting

We manage your monthly income, expenses, and transactions so your books stay organized, accurate, and tax-ready. With clear reporting, you always know where your business stands.
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Monthly Bookkeeping

Stay organized with accurate monthly bookkeeping. We track your income, expenses, and receipts so your books are always tax-ready and up to date.

Transactional Recording

Every transaction matters — we record, categorize, and reconcile all your business activity, ensuring nothing slips through the cracks.

Financial Reporting

We prepare clear, easy-to-understand financial statements so you always know where your business stands and can make smarter financial decisions.

Payroll Services

We handle your payroll from start to finish — calculating wages, processing payments, managing tax withholdings, and filing all required payroll reports. Your team gets paid accurately and on time, and you stay fully compliant without the stress.

Business Setup & IDs

We help new and existing businesses obtain essential IDs and complete required filings, including EIN registration and Beneficial Ownership Information (BOI) reporting (if necessary), so you can stay compliant from day one.
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Federal Tax ID (EIN)

We help new businesses obtain an Employer Identification Number (EIN) from the IRS — essential for opening bank accounts, filing taxes, and hiring employees.

Beneficial Ownership Information

Stay compliant with new federal reporting rules by filing your Beneficial Ownership Information (BOI) accurately. We guide you through the process to avoid penalties.

Who we help

We work with a wide range of business owners and entrepreneurs who need reliable compliance and bookkeeping support.
Individuals & Families
Stress-free filing for W-2 earners, parents, and households with dependents.
Self-Employed Professionals
Full-time freelancers, consultants, and small independent service providers who manage their own client work and business expenses.
Startups
Guidance through early setup steps, registrations, and essential IDs.
Service providers
Smooth bookkeeping and compliance for professionals in any industry.
Contractors
Help keeping records clean, accurate, and ready for tax season.
Retail businesses
Support with sales tax, reporting, and monthly books.
Out-of-state businesses entering NC
Clear direction to fulfill all requirements to operate legally in North Carolina.
Multi-entity owners
Coordinated compliance and bookkeeping for multiple businesses or ventures.

What Our Clients Say

Real experiences from individuals and small businesses who trust us with their taxes.

Schedule your consultation to get a professional tax service you can trust

Book a consultation online at your convenience
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Our Office Location
Regular Office Hours (off-peak)
Monday – Friday: 9:00 AM – 5:00 PM
Saturday & Sunday: by appointment only
Tax Season Hours (Jan – Apr / Filing Period)
Monday – Friday: 8:00 AM – 8:00 PM
Saturday: 9:00 AM – 3:00 PM
Sunday: by appointment only
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Our Office Location