Business Details
10 Years
experience
Your Trusted Accounting and Tax Partner in Hickory, NC
Based in Hickory, North Carolina, Patricia C Fleming, CPA has served clients of all sizes since 2016. Our principals bring decades of combined experience in tax and accounting, specializing in corporate and individual tax planning, business succession, and healthcare industry financial management. We prioritize personalized service through a small-firm approach while maintaining access to large-firm resources through our professional association. Our team includes certified professionals with expertise in federal and state tax compliance, payroll services, and assurance work. We serve clients across North Carolina and beyond, focusing on delivering accurate, timely solutions tailored to each client's unique needs.Our commitment to quality work has built long-term trust with businesses and individuals navigating complex tax regulations. We offer comprehensive services including tax return preparation, business consulting, and representation during tax examinations. Our experience spans manufacturing, healthcare, and small business sectors, with specialized knowledge in S corporation taxation and real estate exchanges. We maintain active memberships in professional organizations like the American Institute of CPAs and North Carolina Association of CPAs. Our community involvement reflects our dedication to ethical service and local engagement.
Services
Tax Preparation
Accounting Services
Payroll Services
Bookkeeping
Assurance Services
Tax Planning
IRS Representation
Business Tax Services
Individual Tax Services
Consulting Services
Details
- Year established: 2016
Highlights and features
- Over 35 years of combined experience in tax and accounting
- Certified professionals with CPA and CGMA designations
- Personalized attention through a small-firm approach
- Specialized expertise in healthcare industry financial management
- Access to large-firm resources through professional association
Associations and certifications
- AICPA
- North Carolina Association of Certified Public Accountants
- Chartered Global Management Accountant
Services
Tax Preparation
We prepare federal and state tax returns for businesses and individuals with accuracy and timeliness. Our services cover corporations, partnerships, LLCs, and sole proprietors. We ensure compliance with evolving tax regulations while optimizing deductions and credits.
Accounting Services
Our accounting solutions include bookkeeping, payroll processing, and financial statement preparation. We help businesses maintain accurate records and stay compliant with reporting requirements. Our team provides month-end and year-end closing support for small to mid-sized companies.
Tax Planning
We develop customized tax planning strategies to minimize liabilities for businesses and individuals. Services include entity selection, succession planning, and transactional tax analysis. Our proactive approach helps clients anticipate tax implications throughout the year.
IRS Representation
We provide professional representation during IRS and state tax examinations. Our team handles audit responses, appeals, and collections issues. We work to resolve disputes while protecting clients' interests and ensuring compliance with tax laws.
Assurance Services
Through our association with Blackburn Childers & Steagall CPAs, we offer audits, reviews, and compilations. These services ensure financial transparency for stakeholders. We provide employee benefit plan audits and forensic accounting as part of comprehensive assurance solutions.
People
Patricia C. Fleming
CPA, CGMA
With over 35 years of experience, Pat specializes in corporate tax, healthcare finance, and business succession planning. Former Deloitte & Touche professional and healthcare finance director, she holds the Chartered Global Management Accountant designation.
Kay Pennell Herman
CPA
Kay brings decades of experience in tax and accounting for small businesses and individuals. A founding partner of Bowman Pegg Herman & Starr CPAs, she focuses on tax compliance and planning for partnerships and corporations.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial statement preparation, and year-end closing support for small to mid-sized businesses.
Do you handle business tax planning?
Yes, we offer entity selection, succession planning, and transactional tax analysis to help businesses optimize their tax positions.
Can you assist with IRS audit representation?
We provide professional representation during IRS and state tax examinations, handling audit responses and collections issues.
What industries do you specialize in?
We have particular expertise in manufacturing, healthcare, and small business sectors with specialized knowledge in S corporation taxation.
Are you available during tax season?
Our office is open Monday-Friday 8AM-5PM and Saturdays 8AM-12PM during tax season for additional client support.
