Business Details
23 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Whittier, NC
At Brooks CPA, we serve as a trusted partner in managing your finances, specializing in small business accounting needs across western North Carolina. With over 20 years of experience, our firm combines personalized service with modern technology to deliver tailored financial solutions. Our expertise extends to preparing monthly financials, including balance sheets, income statements, and cash flow reports, while also addressing payroll requirements for diverse clients. We bring specialized knowledge to non-profit organizations, leveraging over 15 years of experience to meet their unique financial challenges.Our team builds lasting relationships by working closely with clients to achieve their financial goals, blending small-town values with professional excellence. We are committed to transparency, ethical practices, and maintaining the highest standards of service reliability. Our founder, Fran Brooks, holds a CPA certification and brings advanced accounting expertise to every client engagement. By focusing on clear communication and client-centric approaches, we ensure our services align with the evolving needs of businesses and organizations in our region.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Statements
Sales Tax Remittance
QuickBooks Setup
Non-Profit Accounting
Corporate Tax Returns
Balance Sheets
Cash Flow Reports
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience working with small businesses.
- We provide specialized skills for non-profit organizations.
- Our team builds relationships to achieve your financial goals.
- We combine small-town style with modern-day technology.
- Our staff holds advanced education in accounting and business fields.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
We offer comprehensive tax preparation services for individuals and businesses, including Basic, Corporate, and partnership returns. Our team handles 1040, 1120, 1065, 990, and 1041 forms while ensuring compliance with current regulations. As an authorized e-file provider, we streamline the submission process for accurate and timely filings.
Bookkeeping Services
Our bookkeeping services utilize QuickBooks for data entry and generate financial statements according to GAAP standards. We provide balance sheets, income statements, and cash flow reports tailored to your profession. Regular bank reconciliations ensure accurate tracking of business financial health.
Payroll Processing
We handle complete payroll processing including net pay computation, IRS-compliant statements, and tax filings like 941 and 940. Our services ensure adherence to current deposit rules while simplifying payroll compliance for businesses of all sizes.
Sales Tax Remittance
Retail clients receive monthly sales tax statements with 2-year comparisons for analytical insights. We ensure proper tax remittance and reporting while helping businesses maintain compliance with state and local tax requirements through accurate documentation.
Non-Profit Accounting
With over 15 years of specialized experience, we address unique non-profit financial needs including grant reporting and compliance. Our services support organizations in maintaining proper financial controls while meeting regulatory requirements specific to non-profit operations.
People
Fran Brooks
CPA
Certified Public Accountant with NC certificate #33135. Holds Master of Accounting from Western Carolina University and BBA in Computer Information Systems from Georgia State University. Specializes in small business and non-profit accounting solutions.
Nancy Woodard
Accountant
Registered Tax Return Preparer with Master of Accounting from Western Carolina University. Provides expert tax preparation and accounting services while supporting clients with accurate financial reporting and compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, tax preparation, and sales tax remittance services tailored to small business needs using QuickBooks and GAAP standards.
Do you specialize in non-profit organization accounting?
Yes, we have over 15 years of experience working with non-profits, offering specialized financial reporting, grant management, and compliance services to meet their unique requirements.
How do I schedule an appointment?
Contact us at 828-497-5390 to schedule an appointment. We operate by appointment only to provide focused, personalized service to each client.
What tax preparation services do you provide?
We prepare individual (1040 series) and business (1120, 1065, 990) tax returns as authorized e-file providers, ensuring compliance with current IRS regulations and deadlines.
Do you offer payroll processing services?
Yes, we handle complete payroll processing including tax filings (941, 940), net pay computation, and compliance with IRS deposit requirements for businesses of all sizes.
What areas do you serve?
While based in Whittier, NC, we serve clients throughout western North Carolina with accounting, tax, and financial services tailored to local business needs.
