CPA Tax Preparation Services for Individuals & Small Businesses

Tax Preparation Made Simple

Tax preparation doesn’t have to be stressful. LH Bookkeeping & Tax provides professional CPA tax preparation services for individuals, self-employed professionals, and small business owners nationwide.

Whether you have a straightforward individual return, self-employment income, rental properties, or a growing business, you’ll receive personalized CPA support designed to help you file accurately, stay compliant, and understand your tax situation.

Based in Charlotte, North Carolina, LH Bookkeeping & Tax works virtually with clients nationwide, making professional tax preparation convenient and accessible wherever you are located.

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Individual Tax Preparation Services

Professional, personalized tax preparation for individuals, families, self-employed professionals, and small business owners who value direct CPA support and personal attention. At LH Bookkeeping & Tax, you’re more than just another account. I take the time to understand your unique tax and accounting needs and provide the responsive, one-on-one service that can be difficult to find at larger firms no matter the size of your business.

Tax-preparation pricing assumes tax-ready books and that bookkeeping cleanup/reconciliation is billed separately at $65 per hour.

Individual Tax Returns

Personal Tax Preparation

Starting at $500

Professional tax preparation for individuals and families with straightforward tax situations.

Services may include:
W-2 income
Interest and dividend income
Dependents
Child-related tax benefits
Capital gains and investment income
1099 income
Retirement income
Education-related tax benefits
Standard or itemized deductions
Federal and state tax returns
Small businesses with low transaction volume.

Self-Employed Individuals & Small Business Owners

Self-Employed Tax Preparation

Starting at $1200

If you're self-employed, your tax return can involve more than simply reporting your income.

Services may include:
W-2 income
Interest and dividend income
Dependents
Child-related tax benefits
Capital gains and investment income
1099 income
Retirement income
Education-related tax benefits
Standard or itemized deductions
Federal and state tax returns
Businesses growing out of the Basic tier.

Sole Proprietors & Single-Member LLCs

Small Business Tax Preparation

Starting at $750

Tax preparation designed for small business owners who want their business and personal tax needs handled together.

Services may include:
Business income and expense reporting
Depreciation
Self-employment tax
State tax preparation
Schedule C preparation
Business deductions
Federal tax preparation
Electronic filing
Your tax return will be reviewed based on your specific business circumstances so that the appropriate forms and schedules can be prepared.

Plan Ahead. Don't Just React at Tax Time.

Tax Planning & Consulting

$200/hour

Tax planning is an important part of managing your finances throughout the year.

Services may include:
Tax projections
Year-end tax planning
Tax-saving opportunities
IRS notice assistance
Estimated tax calculations
Business tax planning
Tax-related questions
Tax planning can help you understand the potential tax impact of financial and business decisions before you make them.
Frequently Asked Questions

Can a CPA prepare my taxes virtually?
Yes. LH Bookkeeping & Tax provides virtual tax preparation services, allowing clients to securely provide tax documents and communicate remotely throughout the tax preparation process.
Do you provide tax preparation outside North Carolina?
Yes. LH Bookkeeping & Tax is based in Charlotte, North Carolina and serves clients nationwide. State-specific filing requirements and the complexity of your return will be reviewed as part of the engagement.
Do you prepare taxes for self-employed individuals?
Yes. Tax preparation is available for freelancers, independent contractors, consultants, sole proprietors, and other self-employed professionals, including Schedule C preparation and self-employment tax calculations.
Do you prepare small business tax returns?
Yes. Small business tax preparation is available for qualifying business entities, including sole proprietorships, LLCs, partnerships, and S corporations.
5. Wie läuft die Zusammenarbeit konkret ab?
Yes. Tax preparation clients do not necessarily need to use LH Bookkeeping & Tax for monthly bookkeeping. However, your financial records must be sufficiently complete and accurate to prepare the return. Cleanup or bookkeeping services may be recommended when necessary.
Do you offer tax planning?
Yes. Tax planning services are available to help individuals and business owners evaluate estimated taxes, deductions, business decisions, entity considerations, and other tax-related planning opportunities.
What documents will I need for tax preparation?
Required documents depend on your individual situation and may include W-2s, 1099s, investment statements, mortgage interest statements, business financial statements, income and expense records, prior-year tax returns, and other supporting documentation.
When should I contact a CPA about my taxes?
You don't have to wait until tax season. Working with a CPA throughout the year can be especially helpful for self-employed individuals and business owners who need assistance with estimated taxes, business decisions, bookkeeping, or year-end tax planning.

Ready to Get Started?

Let's make tax season a little easier.

Schedule a Consultation704-269-8845

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We're committed to providing the highest level of accuracy, transparency, and efficiency, so you can focus on what you do best — growing your business.

If you'd like to see feedback from other clients, you can find reviews by searching for "LH Bookkeeping in Charlotte, NC" on Google.

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LH Bookkeeping Services provides expert financial management for small businesses and individuals. We offer comprehensive bookkeeping, QuickBooks support, and tax preparation services tailored to your unique needs.

Lisa@LHBookkeepingservices.comCall Us: (704)269-8845
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