Business Details
Trusted Accounting & Tax Services in Concord, NC
D. Michiels CPA is a forward-thinking accounting and tax advisory firm dedicated to helping clients achieve their financial goals. With a strategic approach to tax planning, we specialize in minimizing liabilities while ensuring compliance with evolving regulations. Our team combines decades of experience in public and private accounting with cutting-edge technology to deliver cost-effective, personalized solutions. We serve a diverse clientele including individuals, startups, and businesses operating nationally and internationally.Our services span monthly bookkeeping, payroll management, tax preparation, and financial consulting, all designed to provide peace of mind and operational efficiency. We pride ourselves on proactive service, technical excellence, and a client-first philosophy that builds lasting professional relationships.
Services
Monthly Bookkeeping
Payroll Management
Tax Planning
QuickBooks Help
Sales Tax Filing
Income Tax Preparation
Financial Consulting
Bookkeeping Cleanup
Highlights and features
- We offer proactive tax planning strategies to minimize liabilities.
- Our team leverages technology for efficient accounting solutions.
- We provide QuickBooks cleanup services for accurate financial records.
- We serve clients nationwide with expertise in various business structures.
- Our CPAs and Enrolled Agents ensure compliance and reduce IRS exposure.
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities while maintaining compliance. We analyze financial situations to optimize deductions, credits, and reporting methods. Clients receive proactive guidance for long-term financial efficiency.
QuickBooks Help
We provide implementation, training, and troubleshooting for QuickBooks users. Our team ensures proper setup, data accuracy, and workflow automation to streamline financial operations for small businesses.
Monthly Bookkeeping
We manage day-to-day financial transactions including accounts payable/receivable, bank reconciliations, and financial reporting. Our bookkeeping services maintain accurate records to support informed business decisions.
Sales Tax Filing
We handle sales and use tax calculations, filings, and remittances across multiple jurisdictions. Our service ensures compliance with state and local tax regulations while preventing costly errors.
Income Tax Preparation
We prepare individual and business tax returns with attention to maximizing refunds and minimizing liabilities. Our expertise covers complex scenarios including multi-state filings and international reporting requirements.
People
Dan Michiels
Certified Public Accountant
CPA with nearly two decades of experience in public/private accounting. Former international corporation professional turned client manager, specializing in tax compliance and strategic financial planning for diverse clients.
Nicole Michiels
Client Manager
Licensed IRS Enrolled Agent with six years of client management experience. Focuses on bookkeeping, payroll, and tax compliance while providing personalized support to individuals and businesses.
Melissa Interrante
Client Manager
IRS Enrolled Agent specializing in sales tax filings and bookkeeping. Four years of client management experience with emphasis on organizational accuracy and responsive communication for business clients.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, payroll management, sales tax filings, and QuickBooks automation to help small businesses maintain accurate financial records.
Do you handle tax preparation for different business structures?
Yes, we prepare taxes for individuals, C-Corporations, S-Corporations, partnerships, trusts, estates, gifts, and nonprofit entities.
What is your QuickBooks cleanup service?
Our cleanup service reconciles accounts, organizes receivables/payables, amortizes loans, and ensures proper asset depreciation for financial accuracy.
How do you help clients with tax planning?
We develop strategies to minimize tax liabilities, maximize cash flow, and ensure compliance while aligning with long-term financial goals.
Are your professionals certified?
Yes, our team includes Certified Public Accountants and IRS Enrolled Agents with extensive experience in tax and accounting services.
