Tax and Accounting Support for North Carolina Business Owners
Business tax preparation, planning, and bookkeeping for owners who want their books current, their filings handled properly, and fewer financial surprises.
Takes about three minutes. If your answers suggest a fit, we’ll email you a private link to book the next step.
This may be for you if
✓ Tax season arrives and your books are not ready for it.
✓ You hear about a tax decision after it is too late to make it.
✓ Your estimated payments are a guess.
✓ Your bookkeeper and your tax preparer never talk to each other.
✓ You want a firm that plans with you during the year, not only in April.
What it costs to stay here
When the books run behind, returns get prepared in a rush, and rushed work is where errors live.
Without a plan before year-end, the choices that affect your tax bill are made by default.
And every missing document becomes another round of emails you did not have time for.
How Harbor Creek helps
We keep your year on a calendar. Planning happens before year-end, and you know what is coming before it is due.
Your books and your taxes in one place. Your return is prepared from books we have reviewed, in QuickBooks Online.
After the consultation, we confirm the scope that fits your business.
Business Tax
Best for owners who want their returns prepared and planned during the year.
✓ Business tax return preparation
✓ Every return reviewed before filing
✓ Two planning meetings a year
✓ Year-end tax projection
✓ Quarterly payment reminders
Bookkeeping
Best for owners who want current books in QuickBooks Online.
✓ Monthly bookkeeping in QuickBooks Online
✓ Bank and card reconciliations
✓ Books ready before tax time
✓ Cleanup, scoped separately if needed
[ CLIENT PROOF GOES HERE: one approved quote or short case result, with the client's written permission. Removed before publishing if none is approved. ]
The first step
Self-schedule a 30 - 60 minute meeting with our CPA-certified Managing partner. We'll get to know you, your business, and your current tax standings. Then come up with a custom plan specific to your needs. Your exact fee is confirmed after the consultation, based on scope.
Professional Consultation
Spring check-in
Changes in your business, and whether your scope still fits.
Quarterly reminders
A reminder before each estimated payment is due.
Midyear check
New employees, contractors, or ownership changes.
Year-end planning meeting
Income, payroll, purchases, and entity changes.
Year-end tax projection
What to expect, and what to set aside.
Return prepared and reviewed
From current books, reviewed before filing.
All six are part of your ongoing service, not billed separately.
How it works
Complete the form
A few questions about your business. About three minutes.
1
Book a consultation
30 or 60 minutes with one of our partners, from $150
2
Share your records
We confirm your structure, your books, and the scope
3
Get a proposal
Your scope, your monthly fee, and an engagement letter.
4
Why Harbor Creek
Partner-led
Our partners are fully involved with every customer. You get hands-on professional support
Based in Wilmington
Meetings are usually virtual. But we're happy to meet you at our office for a personal experience
Planning & Filing
Bi-annual meetings and more to ensure your taxes get a customized approach
A+ Bookkeeping
Professional staff accountants doing what we do best - counting beans
Who this is for, and who it is not
A good fit
✓ A business owner based in North Carolina
✓ Filings and tax payments are current
✓ Willing to use QuickBooks Online
✓ Ongoing needs of at least $500 per month
Probably not a fit
✕ You only need a personal tax return
✕ You need a one-time filing
✕ You prefer not to use QuickBooks Online
✕ You need ongoing CFO-level finance support
Need ongoing financial reporting or CFO support? See our CFO page.
Questions
What does the consultation cost?
$150 for 30 minutes or $300 for 60 minutes, paid when you book. Consultations are by phone or virtual meeting, and we are glad to meet at our Wilmington office.
What does ongoing service cost?
Ongoing tax services start at $500 per month. Your exact fee is confirmed after the consultation, based on your scope.
Do you only work with North Carolina businesses?
Yes. Our tax services are for businesses based in North Carolina.
Do I have to use QuickBooks Online?
Yes. If you use another system today, we can talk about switching during the consultation.
What if my books are behind?
That is common. Cleanup is scoped, priced and agreed separately, before tax preparation begins.
Do you prepare personal tax returns?
If you need it, yes. Your personal return is included in your service and priced into your monthly fee.
Do you take new clients during tax season?
Sometimes. It depends on our capacity at the time. Complete the form and we will let you know.
Can you help with more than taxes?
Yes. Our CFO services cover ongoing reporting, forecasting, and finance leadership. See our CFO page.