Our Services

We specialize in providing quality financial services to individuals and businesses. Visit our individual Specialized Services pages for more information.

Our Bookkeeping Services are all encompassing. We help you set up basic processes and procedures, automate downloads from your bank and credit card companies, and
implement systems that will enable you to access useful information all year long. We can cost effectively get and keep your chart of accounts in order, reconcile your bank
statements, timely invoice and accurately represent payables, and be sure that your internal financial statements match your tax returns.

QuickBooks Specialist – QuickBooks Set Up

QuickBooks is the ideal business accounting software for small to mid-sized business owners

Access to QuickBooks online

Payroll Services

As your business grows, our Payroll Services offer you payroll administration expertise to implement necessary controls and ensure a reliable, efficient, and an effective payroll system. In addition to developing a payroll system, our firm also prepares all necessary payroll tax returns in a timely manner.

Full Expert IRS Representation

With many years of experience dealing with many taxing authorities, our professionals have achieved a high level of expertise that ensures our clients proper representation before federal and state tax agencies.

Full Expert IRS Representation services include:

– Provide professional representation for Individual and Self-employed Tax Audit

– Detailed review of Tax and Process amendments

– Settle or contest a tax liability created in error

– Obtain relief from a spouse’s tax debt – Innocent Spouse Relief

– File back tax returns for multiple years and/or multiple states

– Obtain reduced tax liability and/or tax penalty waivers

– Create suitable monthly payment plans

– Provide Worker’s Compensation Audits for North Carolina

In addition to providing full IRS representation, our experts instruct and guide our clients on the importance and consequences of meeting official deadlines. Furthermore, our clients receive sound financial planning guidance, including programmed estimated tax expenses, to help them avoid unscheduled tax liabilities and penalties.

Our Tax Services provide planning and preparation of Federal and State Tax Returns for Individuals, Corporations, Partnerships and Limited Liability Companies, Estates and Trust. Our professionals partner with you to identify and devise tax-savings strategies as well as compliance with current tax law and requirements.

Tax Planning

Tax Planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our professional expertise and access the most current developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized Tax Preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different districts. Our professionals assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

State Income Tax Services

Our State Income Tax Services determine the most appropriate schedule for compliance and law changes applicable to your industry, while keeping you up-to-date and aware of modifications that will affect your business. Our professionals eliminate the complexity and confusion for individuals and businesses dealing with State Income Tax questions.

Electronic Filling

Personal Taxes

  • Personal Income Taxes (IRS Forms: 1040, 1040A, 1040EZ and State forms as required

Business Taxes

  • Tax Accounting for Small Businesses
    • Corp Income Tax Return Preparation & Filing (IRS Forms: 1120 and 1120S and    State forms as required)
    • Partnership Income Tax Return Preparation & Filing (IRS Forms: 1065 and State forms as required)
    • Payroll Tax Preparation & Filing (IRS Forms: 940, 941, W2, 1099 and State forms as required)

Sales Taxes

  • Tracking State Sales Tax Rates
  • Utilizing updated Sales Tax Forms
  • Timely Filing to each Sales Tax jurisdiction
  • Summary Reports

Business Entity Selection

Are you starting a new business? Selecting the correct form of entity for a start-up business (―S‖ corporation, Sole Proprietor, Limited Liability Company) is a crucial decision that can have longstanding tax implications. Klaystone Business Solutions assist you in evaluating the pros and cons of each entity option to help determine the most advantageous form of business for your company.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may arise at each stage of your life. Through the financial planning process, Klaystone Business Solutions helps you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Certified QuickBooks Pro Advisor ®

Klaystone Business Solutions’s certified QuickBooks ProAdvisors assist you with accounting system analysis, selection, implementation and setup, thorough training and reporting to meet your financial and business management needs.