What We Do
Tax preparation, tax planning, advisory, compliance, and representation — all in the cloud, all built around your business.
We don't offer a menu of services you have to figure out how to apply to your situation. We start with where you are and build from there.
Tax Preparation
We prepare federal and state tax returns with a focus on making sure you're capturing every deduction you're entitled to. The majority of our clients have some form of small business income — whether it's their primary livelihood or a side hustle — and we approach every return with that complexity in mind.
As an Enrolled Agent, we can prepare taxes for clients in all 50 states.
We don't just file your return. We explain it. You'll understand what was filed, why, and what it means for next year.
Best for: Small business owners, sole proprietors, LLCs, freelancers, side hustlers, and individuals with self-employment income.
Tax Planning
Tax planning isn't an elaborate strategy reserved for large corporations. Some of the most impactful tax planning happens in the everyday decisions you make as a business owner — and most people are making those decisions without knowing the tax implications.
We help you keep more of what you earn by focusing on the practical, often overlooked things that make the biggest difference:
Understanding what you can deduct and how to document it properly — home office, vehicle use, equipment, travel, and more
Planning for property purchases, depreciation, and 1031 exchanges when you're ready to sell
Adjusting your W-2 withholding so you stop owing at year end
Understanding how per diem rates, benefit changes, and industry-specific deductions affect your bottom line
Planning for life changes — a new child, a new property, a new business structure — before they happen, not after
Tax planning is one of the most valuable things a small business owner can invest in. It's also one of the most underutilized. We're here to change that.
Best for: Business owners who are tired of being surprised every April, and those who want to be intentional about building wealth.
Tax Compliance
If you haven't filed taxes in several years — or if you've filed but owe more than you can pay — you are not alone, and the situation is not hopeless.
We help clients get caught up, get current, and get ahead. No judgment. No lectures. Just a clear plan to resolve what's behind you and build better habits going forward.
Getting caught up on multiple years of unfiled returns
Understanding your options for large tax balances — payment plans, offers in compromise, penalty abatement
Developing a realistic plan to resolve outstanding tax debt
Stopping the cycle of owing and starting to get ahead
We approach compliance work without judgment. Life happens. The goal is to get you in good standing and keep you there.
Best for: Business owners and individuals who have unfiled tax returns, outstanding IRS balances, or tax situations that have gotten complicated over time.
IRS Representation
Getting a letter from the IRS is stressful. Facing an audit alone is worse. As an Enrolled Agent, Sharise is federally licensed to represent taxpayers before the IRS — which means you don't have to face it alone, no matter what state you're in.
To put it plainly: if the IRS comes knocking, we can stand in the room with you.
Reviewing IRS correspondence and explaining what it actually means
Representing you in IRS audits — and traveling to your location if needed
Communicating directly with the IRS on your behalf
Helping resolve disputes and negotiate outcomes
Protecting your rights as a taxpayer throughout the process
You have rights as a taxpayer. We make sure they're protected.
Best for: Anyone facing an IRS audit, notice, or inquiry — in any state.
NC Sales Tax & Audits
Sales tax compliance is one of the most commonly misunderstood obligations for small business owners in North Carolina. Many business owners aren't sure what they're required to collect, how to remit it correctly, or what to do when the Department of Revenue comes calling.
We take the confusion out of it.
NC Sales Tax preparation and filing guidance
Sales Tax audit representation for NC businesses
Review of past filings and correction of errors
Guidance on what's taxable and what isn't for your specific business type
Sales tax mistakes are common — and costly. Whether you're just getting started or dealing with an audit notice, we can help you get it right.
Best for: North Carolina businesses subject to sales tax collection and remittance, and those who have received a Sales Tax audit notice.
Small Business Advisory
Advisory services are for the business owner who wants more than a once-a-year tax filing — they want a thinking partner. Someone who knows their numbers, understands their goals, and helps them make smarter financial decisions before they have consequences.
We work with you throughout the year to help you build better financial habits, understand your business picture, and grow with intention.
Reviewing your financial picture and helping you understand what you're looking at
Helping you build better recordkeeping habits or transition to QuickBooks Online
Walking you through business structure decisions — sole prop vs. LLC vs. S-Corp
Thinking through growth decisions with the financial implications in mind
Connecting you to the right resources when you've outgrown what we offer
We use QuickBooks Online as our primary tool for advisory clients. For those who aren't quite ready for it yet, we have CloudLedger.
Best for: Business owners who want guidance and strategy throughout the year, not just at tax time.
Not readyfor a full advisory package yet? Start here
CloudLedger is our $97 one-time Google Sheets financial tracker built specifically for small businesses and side hustles that need a real financial system without the complexity or cost of full accounting software.
Income and expense tracking, a mileage log, a monthly profit and loss summary, and a live Looker Studio dashboard — all set up and ready to go from day one.
Good recordkeeping isn't just for big businesses. It's how small ones become big ones.
Ready to get started?
We don't post a standard rate sheet because every client's situation is different. The best first step is always a conversation — tell us where you are and what you need, and we'll take it from there.