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SERVITAX NC

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Tax Preparation Services

Monroe, NC

Additional Information

Tax preparation and accounting services for families, small businesses, and freelancers. IRS-certified agents with over 20 years of experience offering tax filing, ITIN services, and business accounting.

IRS Certified Acceptance Agent (CAA)AFSPIRS e-file authorized

Specializes in

Family taxesSmall business taxesFreelancer/self-employed taxesSole proprietor and LLC taxesITIN servicesBusiness financial analysis

Services

Tax preparation (current and prior years)ITIN obtainment and renewalBusiness accountingFinancial analysis and reportingIncome and expense analysisTax planningAudit support and representationBusiness letters of introduction

Languages: Spanish, English · Serving Charlotte, NC, Monroe, NC, Clinton, MD, Southern Pines, NC

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: (910) 488-2239

Website: https://servitaxnc.com

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Frequently Asked Questions

How much does a bookkeeper cost in Monroe?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.