What We Do For Your Success

A Step Above Tax & Accounting brings over 20 years of tax and accounting experience, professional integrity, high quality, and affordable pricing to each of our clients.

Get A Step Above with Your Tax and Accounting Needs

Your financial performance is the key to your personal financial future. We go a step above for your tax and accounting needs so you can focus on your business. Specializing in startups, small businesses, sole proprietors, and individuals throughout the Charlotte and surrounding area, we work with you to determine the most efficient and cost- effective tax and accounting solutions based on your unique business needs.

Menu of Services


We offer a full range of services including reconciliation of General Ledger accounts, reviewing of bookkeeper entries and correcting errors, financial statement preparation and analysis, recording of depreciation and amortization, month end adjusting journal entries, and accrual to cash year-end adjustments.


We go A Step Above in taking care of your bookkeeping needs – accounts receivable, accounts payable, bank reconciliations, cash receipts, cash disbursements, data entry, general ledger maintenance, payroll processing. Or, we can provide a-la-carte services (as little or as much as needed).

Tax Preparation

Whether your business is a corporation, S-corp, partnership, LLC, or sole proprietor, we take you A Step Above with your tax needs including assistance preparing your books for tax return preparation, free electronic filing, representing you before taxing authorities, preparing
your payroll tax forms and more.

Quickbooks Setup

We are experts tested and certified by Intuit on a range of QuickBooks products including QuickBooks Pro, QuickBooks Enterprise and QuickBooks Online. We offer software sales with implementation for your QuickBooks setup at your place or ours.

Get Started

To learn more about our small business tax and accounting services,
call today to schedule your initial free 30-minute consultation.

Contact Us