Hire the Best Tax Preparers in North Carolina

CPA with 9 years working both sides of the same deal: the real estate funds, syndications, and SPVs that issue the K-1s, and the founders, executives, and investors who have to report those K-1s alongside their ISOs, RSUs, and ESPPs. On the entity side, I've served as controller and fractional CFO for multiple real estate funds across commercial, self-storage, multifamily, and student housing. I know what breaks in these structures because I've been the one closing the books on them, not just reviewing the return in March. On the individual side, I handle returns that fall apart in consumer software: equity compensation, multiple K-1s, multi-state sourcing, AMT. REAL ESTATE PARTNERSHIPS & FUNDS - Form 1065 and state filings for fund, holdco, and property-level entities - Cost segregation studies incorporated into the return: depreciation schedules, bonus depreciation, - §481(a) catch-up on look-back studies, and §1245/§1250 recapture on exit - §704(b) capital accounts, targeted allocations, and waterfalls that reconcile to the operating agreement rather than the software default - §754 elections and §743(b) basis adjustments on transfers - Foreign partners: ECI and FDAP withholding, Forms 8804/8805/8813, 1042-S, FIRPTA/§1445, W-8 collection - IRA and self-directed retirement investors: UBTI/UDFI analysis and Form 990-T, ideally before the money goes in - §163(j), §469 grouping and real estate professional status, §1031 exchanges FUND & SPV ACCOUNTING - Full-cycle bookkeeping and month-end close at fund and property level - Capital account maintenance, capital call and distribution tracking, preferred return and promote calculations - Investor reporting packages, GAAP-to-tax basis reconciliation - Deal-by-deal SPVs, real estate and venture, from formation through wind-down EQUITY COMPENSATION & COMPLEX INDIVIDUAL RETURNS For founders, executives, tech employees, and fund principals, whether or not you have anything to do with real estate: - ISOs: AMT on exercise, bargain element planning, exercise-and-hold modeling, disqualifying dispositions, AMT credit recovery in later years - RSUs: the 22% supplemental withholding gap that shows up as an April surprise, and estimated payment planning around vest dates - ESPPs: qualifying vs. disqualifying disposition treatment and the ordinary/capital split most software gets wrong - NQSOs, §83(b) elections, QSBS/§1202 qualification, multi-state sourcing for equity earned across state lines - Multi-K-1 returns, coordinating what your equity is doing against what your investments are doing in the same year If you're a W-2 employee whose return got complicated by stock comp, that's a normal engagement. You don't need to be a fund to work with me. FRACTIONAL CFO & SYSTEMS Most funds I pick up are running on a chart of accounts inherited from the first deal and a close process that lives in one person's head. I rebuild both: entity structure in the GL, documented close calendar, reconciliation cadence, and reporting a sponsor can hand an LP without editing. I work in QuickBooks / Yardi / AppFolio / Juniper Square and more and can meet you in whatever you're already running. CREDENTIALS CPA, 9 years in partnership tax, fund accounting, and individual tax. Passed the Series 65 (Uniform Investment Adviser Law Examination), which matters here because most of my clients' tax questions are really investment structure questions. COMMON STARTING POINTS Most engagements begin in one of these states, all of them normal: - Books are months behind and a K-1 deadline is real - Prior preparer left capital accounts or allocations nobody can reconcile to the operating agreement - First fund or first SPV, and you're not sure what you're supposed to have in place - You had a cost seg done and nobody put it into the return correctly - You exercised options or vested a large tranche and want the number before it's a surprise HOW I WORK Direct communication, no account-manager layer. You work with me. I'd rather tell you a structure won't work than paper over it and deal with it at extension time. Where scope is clear I price fixed-fee rather than hourly; recurring bookkeeping and CFO work runs monthly. And if your situation isn't a fit, I'll say so on the first call and point you to someone who handles it. GETTING STARTED Message me with your structure, or just your situation if you're an individual. I'll do a free 30-minute call and review whatever you have: prior-year return, K-1, operating agreement, or QuickBooks file. You'll leave with a specific read on what needs to happen, whether or not you hire me. ALSO Tax preparation and planning, Form 1040, Form 1065, high-net-worth tax, real estate accounting, syndication tax, financial reporting, budgeting and forecasting, cash flow analysis, entity structuring, QuickBooks Online setup and cleanup, §469 material participation, §199A/QBI, multi-state filings.

Every business has a financial story. Sometimes that story is clear and organized. Other times, it is buried under messy books, unreconciled bank accounts, unclear expenses, payroll issues, missing records, and tax-season pressure. That is where I help. I work with U.S. business owners, individuals, and CPA firms to turn disorganized financial records into clean books, reliable reports, and tax-ready financials. My goal is to help you understand your numbers, meet deadlines, and avoid last-minute surprises. As an FCCA-qualified accountant, CPA-equivalent professional, Certified Tax Preparer, and QuickBooks ProAdvisor, Xero & Wave Advisor, I bring 11+ years of hands-on experience in U.S. bookkeeping, accounting, payroll, financial reporting, and tax preparation. Over the years, I have supported CPA firms, small businesses, corporations, partnerships, nonprofits, real estate investors, medical practices, e-commerce sellers, contractors, service businesses, and individual taxpayers across the U.S. My focus is simple: Clean books. Accurate reports. Proper tax treatment. No last-minute stress. Tax Preparation & Compliance Tax preparation should not begin with confusion. It should begin with organized books, properly reconciled accounts, and numbers that are ready for review. I help prepare accurate and compliant federal and state tax returns while reviewing income, deductions, payroll, assets, liabilities, and business activity for proper reporting. I can assist with: - Form 1120, C-Corporations - Form 1120S, S-Corporations - Form 1065, Partnerships - Form 1040, Individual Tax Returns - Schedule C, Sole Proprietors - Schedule E, Rental Real Estate - W-2 and 1099 filings - Forms 5472 and 5471 foreign-related filings - Form 990 series nonprofit filings My goal is not only to prepare the return, but to make sure the numbers behind the return are organized, supportable, and ready for review. Bookkeeping & Accounting Good bookkeeping is more than data entry. It means understanding the business, reviewing activity, identifying issues, reconciling accounts, and preparing reports that actually make sense. I can help with: - QuickBooks, Xero, Wave, and Zoho Books setup - Chart of accounts setup and cleanup - Bank and credit card reconciliations - Transaction categorization - Accounts receivable and accounts payable - Payroll processing and payroll reconciliation - Payroll tax filing support - Sales tax and 1099-K reconciliation - Inventory and COGS tracking - Loan, lease, and liability tracking - Fixed assets and depreciation schedules - Financial statement preparation - Balance Sheet and Profit & Loss cleanup - Historical cleanup and catch-up bookkeeping - Month-end and year-end closing Whether your books are current, behind, messy, or need a full cleanup, I can help bring them into proper shape for tax filing, CPA review, lender requests, or business decisions. Industries I Have Worked With Different industries have different accounting challenges. Real estate needs proper rental and depreciation tracking. E-commerce needs clean platform reconciliation. Contractors need job-related expense tracking. Medical and dental offices need accurate revenue, payroll, and operating expense reporting. I have worked with clients in: - Real estate and rental properties - E-commerce using Amazon, Shopify, Square, Etsy, Stripe, and PayPal - Construction and contracting - Automotive dealerships and repair shops - Telecom and IT services - Insurance agencies - Restaurants and food businesses - Cleaning and maintenance companies - Marketing and advertising firms - Consulting practices - Medical and dental offices - Law firms and trust accounting - Event management businesses - Nonprofit organizations - Retail, wholesale, and service businesses Software Expertise I work extensively with QuickBooks Online, QuickBooks Desktop, Xero, Wave, Zoho Books, Accounting CS, Drake, ProSeries, Lacerte, UltraTax, TaxAct, ATX, ProConnect, Microsoft Excel, and Google Sheets. I also work with Shopify, Stripe, PayPal, Square, Amazon, payroll providers, bank feeds, and payment processors to help keep accounting systems properly connected and reconciled. Why Clients Work With Me Clients choose me because I combine bookkeeping accuracy, tax preparation knowledge, and practical accounting judgment. You can expect: - FCCA-qualified accountant and CPA-equivalent professional - Certified Tax Preparer - QuickBooks ProAdvisor, Xero & Wave Advisor - 11+ years of U.S. bookkeeping, accounting, and tax experience - Experience working with 10+ CPA firms - Hundreds of tax returns prepared - Thousands of bookkeeping and cleanup projects completed - Strong GAAP, IFRS, payroll, sales tax, and multi-state compliance knowledge - Accurate, organized, and deadline-driven work - Clear communication and consistent follow-up If your books are messy, behind, or not ready for tax season, I can help clean them up and bring everything back on track.

Hello! I'm a member of the American Board of Forensic Accounting, ABFA, and hold the CRFAC and RFI designations. I'm also an IRS Enrolled Agent, a Canadian CPA, a Chartered Accountant, and a certified member of the Association of Chartered Certified Accountants (ACCA)! ACCA is the global professional accountant's body with international recognition in about 175 countries. In addition, I also hold a certification in US international Tax and Master in Professional Accountancy! Just for a little more clarification for those may need it, the Enrolled Agent (or EA) credential is held by a tax practitioner who is federally-authorized and empowered by the U.S. Department of the Treasury to practice! Enrolled Agents represent taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS and it's recognized across all 50 states in the USA. I have been an accountant, bookkeeper, and tax practitioner for many years. I have a vibrant background in Investigative and Forensic Accounting, Tax planning, Tax Preparation, IFRS adoption procedures, Corporate Governance, Business Process Re-engineering, Taxation (US, UK, Canada and Ghana), Software Selection & Deployment, and practices that impact the bottom line. I am a QuickBooks Advanced ProAdvisor certified in both the United States and Canada and have experience in many other proprietary accounting and ERP software programs, including but not limited to Drake Tax/Accounting, Excel, Airtables, QuickBooks, Tally Accounting, CINC Systems, Turbo Tax and ProConnect Tax Online, and Larcet! I have worked with companies of various sizes and structures. I have held leadership positions for many years over my 20 plus career life. I worked for Intuit QuickBooks for years and then with Legal Zoom Tax and Turbo Tax as a Tax Manager! I currently run my own accounting/tax business in North Carolina. You may visit our website at aryeeat dot com to learn more about me. Please note the rate above is our base rate and is subject to change due to case complexity. Prices for any other services/requests will be negotiated prior to service commencement. Thanks for the opportunity to serve. I look forward to speaking with you! Warm regards, Christopher T. Aryee, MScPAcc, EA, CA, CRFAC, RFI, CGA, FCCA

I am an accountant, bookkeeper & tax professional with a passion for numbers and supporting small business owners. I am owner of SafeBooks LLC where we provide accounting services you can trust! Skills & Services offered include: -Full-service Bookkeeping - Accounting - Accounting Advisory Services - Tax Prep - Tax Planning - Bookkeeping Cleanup - W-2 and 1099 Prep

Every business has a financial story. Sometimes that story is clear and organized. Other times, it is buried under messy books, unreconciled bank accounts, unclear expenses, payroll issues, missing records, and tax-season pressure. That is where PRC Agency helps. PRC Agency supports U.S. business owners, individuals, and CPA firms by turning disorganized financial records into clean books, reliable reports, and tax-ready financials. Our goal is to help clients understand their numbers, meet deadlines, and avoid last-minute surprises. Our team includes experienced accounting and tax professionals with 11+ years of hands-on experience in U.S. bookkeeping, accounting, payroll, financial reporting, and tax preparation. We work with QuickBooks, Xero, Wave, Zoho Books, and other accounting platforms to keep financial records accurate, organized, and ready for review. Over the years, we have supported CPA firms, small businesses, corporations, partnerships, nonprofits, real estate investors, medical practices, e-commerce sellers, contractors, service businesses, and individual taxpayers across the U.S. Our focus is simple: Clean books. Accurate reports. Proper tax treatment. No last-minute stress. Tax Preparation & Compliance Tax preparation should not begin with confusion. It should begin with organized books, properly reconciled accounts, and numbers that are ready for review. We assist with accurate and compliant federal and state tax preparation while reviewing income, deductions, payroll, assets, liabilities, and business activity for proper reporting. We can assist with: - Form 1120, C-Corporations - Form 1120S, S-Corporations - Form 1065, Partnerships - Form 1040, Individual Tax Returns - Schedule C and Schedule E - W-2 and 1099 filings - Forms 5472 and 5471 - Form 990 series nonprofit filings Our goal is not only to prepare the return, but to ensure the numbers behind it are organized, supportable, and ready for CPA, client, lender, or management review. Bookkeeping & Accounting Good bookkeeping is more than data entry. It means understanding the business, reviewing activity, identifying issues, reconciling accounts, and preparing reports that make sense. PRC Agency can help with: - QuickBooks, Xero, Wave, and Zoho Books setup - Chart of accounts setup and cleanup - Bank and credit card reconciliations - Transaction categorization - Accounts receivable and accounts payable - Payroll processing and reconciliation - Sales tax and 1099-K reconciliation - Inventory and COGS tracking - Loan, lease, and liability tracking - Fixed assets and depreciation schedules - Financial statement preparation - Balance Sheet and Profit & Loss cleanup - Historical cleanup and catch-up bookkeeping - Month-end and year-end closing Whether your books are current, behind, or messy, we can help bring them into proper shape for tax filing, CPA review, lender requests, or business decisions. Industries We Have Worked With Different industries have different accounting challenges. Real estate needs proper rental and depreciation tracking. E-commerce needs clean platform reconciliation. Contractors need job-related expense tracking. Medical and dental offices need accurate revenue, payroll, and operating expense reporting. We have worked with clients in: - Real estate and rental properties - E-commerce (Amazon, Shopify, Square, Etsy, Stripe, PayPal) - Construction and contracting - Automotive dealerships and repair shops - Telecom and IT services - Insurance agencies - Restaurants and food businesses - Cleaning and maintenance companies - Marketing and advertising firms - Consulting practices - Medical and dental offices - Law firms and trust accounting - Nonprofit organizations - Retail, wholesale, and service businesses Software Expertise We work extensively with QuickBooks Online, QuickBooks Desktop, Xero, Wave, Zoho Books, Accounting CS, Drake, ProSeries, Lacerte, UltraTax, TaxAct, ATX, ProConnect, Microsoft Excel, and Google Sheets. We also work with Shopify, Stripe, PayPal, Square, Amazon, payroll providers, bank feeds, and payment processors to keep accounting systems properly connected and reconciled. Why Clients Work With PRC Agency Clients choose PRC Agency because we combine bookkeeping accuracy, tax preparation knowledge, and practical accounting judgment. You can expect: - Experienced U.S. bookkeeping and tax professionals - 11+ years of U.S. accounting experience - Support for CPA firms and tax offices - Hundreds of tax returns prepared - Thousands of bookkeeping and cleanup projects completed - Accurate, organized, and deadline-driven work - Clear communication and consistent follow-up If your books are messy, behind, or not ready for tax season, PRC Agency can help clean them up and bring everything back on track.

I am a results-driven Bookkeeper, Tax Preparer, and Financial Consultant with over 7 years of experience supporting small to mid-sized businesses in achieving financial clarity and operational efficiency. I specialize in full-cycle bookkeeping, tax preparation, and financial management, helping business owners stay compliant, organized, and confident in their numbers. My background includes working with service-based businesses, agencies, and multi-entity structures, ensuring both short-term accuracy and long-term financial strategy. 🔹 Core Services: • Full-cycle bookkeeping & monthly close • Bank & credit card reconciliations • Accounts Payable & Accounts Receivable management • Payroll processing & payroll reconciliation • Financial reporting (P&L, Balance Sheet, Cash Flow) • Clean-up & catch-up bookkeeping • Tax preparation (Individuals & Businesses) • 1099/W-9 compliance & year-end reporting 🔹 Software Expertise: • QuickBooks Online (Certified) • Wave • FreshBooks • Xero • Zoho Books 🔹 Certifications: • QuickBooks Online Certification • 2023 Annual Tax Season Update • 1040 Schedule C Certification • Corporations, Partnerships & Other Business Entities Certification • Circular 230 in Action Certification • 1040 Tax Credits Certification