Business Details
Your Trusted Partner for Accounting & Tax Solutions in Waxhaw
With over 30 years of experience in accounting, tax, and financial planning, I provide tailored solutions for small to mid-sized businesses and individuals. My practice combines the technical rigor of working with KPMG and McGladrey & Pullen with the personalized service of a local professional. I focus on understanding each client's unique goals to deliver strategic advice that supports long-term success. My expertise spans corporate and individual tax preparation, financial planning, and business advisory services. As a member of the American Institute of CPAs and North Carolina Association of Certified Public Accountants, I maintain the highest professional standards.My commitment to community is reflected in my volunteer work with the Girl Scouts, Hornets' Nest Council. I prioritize transparency, accuracy, and proactive communication to help clients navigate complex financial landscapes. Whether you need tax optimization strategies or comprehensive financial planning, my goal is to simplify complexities and empower informed decision-making. I offer a free second opinion on prior-year tax returns to demonstrate my commitment to client value. My practice balances big-firm expertise with the personalized attention that fosters lasting client relationships.
Services
Income Tax Preparation
Tax Planning
Accounting Services
Payroll Calculation
Business Advisory
Financial Planning
Retirement Planning
Succession Planning
Bookkeeping Assistance
Strategic Financial Decisions
Highlights and features
- We offer over 30 years of experience in accounting and tax planning
- Our team includes professionals with Big 5 firm experience
- We provide personalized financial strategies tailored to client goals
- We offer free second opinions on prior-year tax returns
- We combine technical expertise with local business understanding
Services
Income Tax Preparation
Comprehensive tax preparation services for corporations, partnerships, and individuals. We ensure compliance with federal and state regulations while identifying potential savings opportunities. Our expertise covers S-Corporations, LLCs, trusts, and personal income tax returns.
Business Advisory
Tailored guidance for business owners on financial strategy, succession planning, and operational efficiency. We help develop customized solutions for budgeting, exit strategies, and long-term growth planning based on industry-specific needs.
Financial Planning
Personalized financial planning services covering retirement strategies, education funding, and major life events. We create customized roadmaps aligned with individual goals and risk tolerance levels to help clients achieve financial security.
Bookkeeping Assistance
Ongoing bookkeeping and accounting support to maintain accurate financial records. We implement efficient processes for payroll calculation, quarterly reporting, and budget management to ensure businesses maintain proper financial controls.
Tax Planning
Proactive tax planning services to minimize liabilities and maximize savings. We provide year-round guidance on estimated tax payments, transaction-specific planning, and overall tax optimization strategies for both businesses and individuals.
People
Patricia P. Belcourt
Certified Public Accountant
CPA with over 30 years of experience in accounting and tax services. Former professional with KPMG and McGladrey & Pullen. Specializes in business advisory and personal financial planning. Active community volunteer.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, financial planning, bookkeeping assistance, payroll calculation, and strategic business advisory services tailored to small and mid-sized companies.
Do you offer personal financial planning services?
Yes, we offer comprehensive financial planning including retirement strategies, education funding, budgeting assistance, and guidance for major life events like home purchases.
What tax preparation experience do you have?
With over 30 years of experience, we prepare federal and state income tax returns for individuals, corporations, partnerships, trusts, and limited liability companies.
Can you help with business succession planning?
Yes, we provide succession planning services including exit strategies, procedural reviews, and long-term business transition planning to ensure smooth ownership transfers.
Do you offer free tax return consultations?
We provide a free second opinion review of prior-year income tax returns to help clients identify potential improvements or savings opportunities.
What professional organizations are you affiliated with?
We are members of the American Institute of Public Accountants, North Carolina Association of Certified Public Accountants, and Waxhaw Business Association.
