Business Details
9 Years
experience
Your Trusted Accounting Partner in Greenville, NC
Founded in 2017, our firm brings decades of combined experience in accounting and tax services through our leadership team. Karen Spruill, an IRS Enrolled Agent since 2013 and President of the North Carolina Society of Accountants, has dedicated her career to tax resolution and education since graduating with honors from Elizabeth City State University. Deborah Davis, a former public school band director turned accounting professional, complements our team with her expertise in tax preparation and community engagement. We specialize in customized accounting, bookkeeping, payroll, and tax services for small businesses, emphasizing personalized support and secure document handling.Our commitment to professional excellence is demonstrated through memberships in the National Society of Accountants and ongoing participation in the IRS Annual Filing Season Program. We prioritize client convenience with flexible appointment scheduling, including evening and weekend options, while maintaining strict adherence to ethical standards and industry best practices.
Services
Tax Return Preparation
Bookkeeping Services
Payroll Processing
Tax Planning
Tax Resolution
Details
- Year established: 2017
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services
- Our team includes an IRS Enrolled Agent with specialized tax resolution expertise
- We provide customized service packages tailored to small business needs
- Secure document portal for safe client information exchange
- Active members of professional accounting societies maintaining industry standards
Associations and certifications
- IRS Enrolled Agent
- National Society of Accountants
- North Carolina Society of Accountants
Services
Tax Return Preparation
We prepare individual and small business tax returns for federal and all state jurisdictions. Our services include current and prior year returns, amendment processing, and review of previously filed returns. With year-round availability, we ensure accurate tax filings while maintaining compliance with evolving tax regulations.
Bookkeeping Services
Customized bookkeeping solutions for small businesses include monthly and quarterly reporting, accounts payable management, and financial statement preparation. Our experienced team maintains accurate financial records to support business decision-making and tax preparation needs throughout the year.
Payroll Processing
We handle complete payroll services including wage calculations, tax withholding, and regulatory reporting. Our system ensures compliance with federal and state requirements while providing timely payment processing and accurate recordkeeping for small business clients.
Tax Planning
Our proactive tax planning services optimize clients' financial positions through strategic W-4/paycheck analysis, tax organizer tools, and year-round consultation. We help businesses and individuals minimize tax liabilities while preparing for future financial goals.
Tax Resolution
We assist with IRS and state tax notices, payment plan establishment, and audit representation. Our certified professionals negotiate on clients' behalf while providing educational resources to prevent future tax compliance issues through improved financial practices.
People
Karen Spruill
President
IRS Enrolled Agent with 20+ years in accounting, former tax franchise district manager, and current NC Society of Accountants President. Teaches community college tax classes and maintains notary certification.
Deborah Davis
Office Manager
Former educator with accounting associate degree, IRS Annual Filing Season Program participant, and Winterville Chamber of Commerce Treasurer. Manages daily operations while maintaining notary credentials and tax preparation expertise.
Questions
What accounting services do you offer for small businesses?
We provide customized bookkeeping, payroll processing, sales tax reporting, and financial statement preparation tailored to small business needs.
How can I securely share documents with your firm?
We offer a secure document portal for file exchange - please contact us for access instructions to protect your sensitive information.
Do you handle both individual and business tax returns?
Yes, we prepare federal and state tax returns for individuals and small businesses, including amendments and prior-year filings.
Are evening or weekend appointments available?
We offer flexible scheduling with evening and weekend appointments to accommodate clients' busy schedules beyond regular business hours.
What tax resolution services do you provide?
We assist with IRS/state notices, payment plan establishment, audit representation, and tax debt negotiation to resolve compliance issues.
