Business Details
Trusted Accounting and Tax Services in Statesville, NC
Moose Martin Haynes & Lundy is a dedicated accounting firm serving business owners, executives, and individuals in Statesville, NC. Founded on the principles of professionalism, responsiveness, and quality, we specialize in delivering tailored financial solutions. Our team of certified public accountants brings decades of combined experience to address complex tax laws, accounting needs, and financial planning challenges. We provide a broad range of services, including individual and business tax preparation, retirement planning, estate planning, forensic accounting, and QuickBooks support. Our commitment to personalized service ensures clients receive strategic guidance to maximize deductions, minimize liabilities, and achieve long-term financial goals.We prioritize clear communication, transparency, and reliability, positioning ourselves as trusted advisors for our clients' financial success. Whether assisting with IRS disputes, business valuations, or succession planning, we focus on delivering actionable insights to foster growth and stability. Our expertise extends to industries such as construction, healthcare, dentistry, and non-profits, ensuring industry-specific solutions. With a legacy of client-centric service, we aim to simplify financial complexities while maintaining compliance with evolving regulations. By combining technical expertise with a proactive approach, we empower clients to make informed decisions and focus on their core priorities.
Services
Personal Financial Planning
Tax Preparation
Estate Planning
Forensic Accounting
Business Valuation
Cryptocurrency Accounting
QuickBooks Setup
IRS Audit Representation
Succession Planning
Highlights and features
- We offer over 20 years of combined experience in accounting and tax planning.
- Our team includes certified public accountants with industry-specific expertise.
- We provide personalized strategies to maximize tax deductions and financial growth.
- Our services include IRS dispute resolution and QuickBooks integration support.
- We prioritize transparent communication and client-focused financial education.
Services
Personal Financial Planning
Our personal financial planning service offers one-on-one guidance to create tailored strategies for risk management, wealth growth, and long-term financial security. We help clients navigate retirement, estate planning, and asset preservation while aligning plans with evolving tax laws. By focusing on individual goals, we ensure sustainable financial health and intergenerational wealth transfer.
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with current regulations while identifying deductions and credits. Our team proactively addresses complex tax scenarios, including cryptocurrency reporting and IRS disputes, to minimize liabilities and resolve compliance challenges efficiently and accurately.
Forensic Accounting
Forensic accounting services investigate financial discrepancies, fraud, or legal disputes with precision. We analyze records to uncover irregularities, support litigation, and provide expert testimony. This service helps businesses recover losses, strengthen internal controls, and ensure financial transparency in high-stakes situations.
QuickBooks Setup
Our QuickBooks setup service customizes accounting systems for small and mid-sized businesses, integrating industry-specific tools for efficiency. We provide training, data migration, and periodic tune-ups to optimize financial management, reduce errors, and enable real-time cash flow tracking for informed business decisions.
IRS Audit Representation
We offer expert IRS audit representation and resolution for individuals and businesses facing tax disputes. Services include negotiating payment plans, addressing liens or levies, and resolving back taxes. Our goal is to alleviate stress, restore compliance, and protect clients' financial interests through discreet and efficient advocacy.
People
Scott C. Haynes
Partner
Scott C. Haynes is a North Carolina CPA with over 25 years of experience. He specializes in tax compliance, audit services, and financial planning. Scott helps businesses and individuals achieve long-term financial stability through strategic advisory services and industry-specific expertise.
Rose M. Lundy
Partner
Rose M. Lundy, a North Carolina CPA, focuses on business taxation and accounting solutions. With extensive experience in audit and review engagements, she assists clients in improving financial processes and ensuring regulatory compliance for sustained growth.
Marsha C. Williams
Manager
Marsha C. Williams, a North Carolina CPA, manages client relationships and specializes in trust and estate accounting. Her expertise includes forensic accounting and resolving complex tax scenarios for high-net-worth individuals and families.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial planning, audits, and tax preparation tailored to small businesses. Our services aim to simplify financial management and enhance profitability.
Can you assist with IRS tax problems?
Yes, we offer IRS audit representation, tax relief solutions, and guidance for resolving liens, levies, or payment plans to address tax disputes efficiently.
Do you provide QuickBooks support?
We offer QuickBooks setup, customization, training, and periodic tune-ups to ensure accurate financial tracking and streamlined accounting processes for businesses.
How can you help with retirement planning?
Our retirement planning service creates personalized strategies to maximize savings, reduce tax burdens, and ensure financial security during retirement through investment and estate planning.
What industries do you specialize in?
We specialize in accounting for construction, healthcare, dentistry, real estate, law firms, and manufacturing, offering industry-specific insights and compliance solutions.
