Our Services
Year-round strategic accounting for small businesses — from daily bookkeeping to long-term tax planning, all under one roof.
At Clearview Accounting, we don’t believe in seasonal relationships. Your finances don’t pause between April and January, and neither do we. Our team of four CPAs maintains a continuous, strategic view of every client’s financial picture — catching opportunities as they emerge, not months after they’ve passed.
Every service below is designed to work together. When your bookkeeping feeds directly into your tax strategy, and your payroll informs your entity structure, the result is compounding efficiency. Our average client saves $4,200 per year — not from a single trick, but from dozens of coordinated decisions made at the right time.
What We Do
Comprehensive financial services tailored to Charlotte’s small business community.
Small Business Tax Preparation
Strategic preparation that goes beyond compliance. We identify every available deduction and credit, ensuring your return reflects the full scope of tax law working in your favor.
- Schedule C, Partnership, and S-Corp returns
- Multi-state filing support
- Industry-specific deduction analysis
- Year-over-year comparison reporting
Individual Tax Returns
Whether you’re a W-2 employee with investment income or a freelancer with complex 1099 reporting, we prepare returns that are accurate, optimized, and audit-ready.
- Federal and NC state returns
- Itemized deduction optimization
- Capital gains and loss harvesting
- Retirement contribution strategy
Bookkeeping & Monthly Close
Clean books aren’t just for tax time — they’re how you make better decisions every day. We reconcile, categorize, and close your books monthly so you always know where you stand.
- Bank and credit card reconciliation
- Profit & loss and balance sheet delivery
- Accounts receivable/payable tracking
- QuickBooks setup and management
Payroll Processing
Timely, accurate payroll with full tax deposit and reporting compliance. We handle the complexity so your team gets paid on time, every time.
- Weekly, bi-weekly, or monthly runs
- Federal and state payroll tax deposits
- W-2 and 1099 year-end preparation
- Workers’ comp classification review
Tax Planning & Strategy
Proactive tax planning is where the real savings live. We project your liability quarterly, identify timing opportunities, and adjust your strategy as circumstances change.
- Quarterly tax projection meetings
- Entity structure optimization
- Retirement plan selection and maximization
- Year-end acceleration/deferral planning
Quarterly Estimated Taxes
Avoid underpayment penalties and cash flow surprises. We calculate accurate quarterly estimates based on real-time income data, not last year’s assumptions.
- Income-based quarterly calculations
- Safe harbor and annualized methods
- Payment reminders and filing support
- Mid-year adjustment when income shifts
Business Entity Formation
Choosing the right structure — LLC, S-Corp, partnership — affects your taxes, liability, and growth trajectory. We guide you through formation with long-term strategy in mind.
- LLC and S-Corp formation filing
- EIN and state registration
- Operating agreement consultation
- S-Corp election timing analysis
IRS Audit Representation
If the IRS contacts you, we respond. Our team handles correspondence audits, in-person examinations, and appeals — protecting your rights and minimizing exposure.
- IRS and NC DOR audit response
- Document preparation and submission
- Appeals and abatement requests
- Penalty and interest negotiation
Fixed Annual Pricing
No hourly billing. No scope-creep invoices. No surprises at year-end. Our fixed annual pricing means you know exactly what you’ll pay from day one — and you can reach out as often as you need without watching the clock.
Predictable Costs
One annual fee covers your entire engagement. Budget with confidence, knowing your accounting costs won’t fluctuate month to month.
Unlimited Access
Questions between meetings? Call or email anytime. Your fixed fee includes all correspondence — no nickel-and-diming for a five-minute phone call.
Year-Round Service
Your engagement runs twelve months, not just January through April. We’re actively monitoring, planning, and optimizing all year long.
Cloud Portal Included
Secure document sharing, real-time financial dashboards, and archived returns — all accessible from any device, any time.
Our QuickBooks ProAdvisor certification means seamless integration with the platform most small businesses already use. If you’re on a different system, we’ll help you evaluate whether migration makes sense — or simply work within your existing tools.
The cloud-based client portal keeps every document — tax returns, financial statements, receipts, correspondence — organized, encrypted, and available whenever you need it. No more digging through email threads or filing cabinets.
Ready to See What’s Possible?
Your free initial consultation is an honest conversation about your finances — no pressure, no obligation. Let’s talk about where you are now and where proactive strategy can take you.
Schedule Your Free Consultation