Business Details
Trusted Accounting and Tax Services in Whittier, NC
Brooks CPA, PLLC is a trusted accounting firm based in Whittier, NC, dedicated to serving small businesses and nonprofit organizations across western North Carolina. With over two decades of experience in small business accounting and 15 years specializing in nonprofit financial management, our team combines deep industry expertise with personalized service. We provide comprehensive financial solutions including bookkeeping, tax preparation, payroll processing, and financial statement preparation aligned with GAAP standards.Our approach blends small-town values with modern technology to deliver tailored business solutions that help clients achieve their financial goals. Led by certified professionals, we prioritize building strong client relationships while maintaining strict compliance with IRS regulations and state requirements.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Statements
Sales Tax Remittance
Highlights and features
- We offer 20+ years of experience in small business accounting.
- Our team has specialized expertise in nonprofit financial management.
- We provide personalized service with modern technological efficiency.
- Our staff includes certified accounting professionals with advanced degrees.
- We combine local market knowledge with national compliance standards.
Associations and certifications
- CPA
Services
Tax Preparation
We offer comprehensive tax preparation for individuals and businesses including 1040, 1120, 1065, and 990 forms. Our authorized e-file services ensure accurate, timely submissions while maximizing deductions. With expertise in both personal and corporate tax planning, we help clients navigate complex tax requirements while maintaining full compliance with federal and state regulations.
Bookkeeping
Our bookkeeping services include QuickBooks setup, financial statement preparation, and bank reconciliation. We generate balance sheets, income statements, and cash flow reports according to GAAP standards. Using modern accounting software, we maintain accurate financial records that provide clear insights into business performance and support informed decision-making for small businesses and nonprofits.
Payroll Services
We handle complete payroll processing including net pay calculation, payroll statements, and tax filings. Our services cover 941 employment taxes, 940 unemployment taxes, and IRS deposit compliance. By managing payroll requirements and regulatory submissions, we help businesses maintain compliance while saving time and reducing administrative burdens through accurate, timely processing.
Financial Statements
We prepare GAAP-compliant financial statements including balance sheets, income statements, and cash flow reports. These documents provide essential insights into organizational financial health and support strategic planning. For nonprofits, we ensure reporting meets specialized requirements while maintaining transparency and accountability. Statements can be generated on monthly, quarterly, or annual schedules based on client needs.
Sales Tax Remittance
Our sales tax services include monthly statement preparation with two-year comparative analysis for retail clients. We ensure accurate tax calculations and timely remittances while providing analytical tools to track tax obligations. This service helps businesses maintain compliance with state tax authorities and simplifies the management of recurring sales tax requirements through organized reporting and historical comparisons.
People
Fran Brooks
CPA
Certified Public Accountant with North Carolina certificate #33135. Holds Master of Accounting from Western Carolina University and BBA in Computer Information Systems from Georgia State University. Specializes in small business and nonprofit accounting.
Nancy Woodard
Accountant
Registered Tax Return Preparer with Master of Accounting from Western Carolina University. Provides expertise in tax preparation and accounting services for small businesses and individuals across western North Carolina.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax preparation services tailored to small businesses in western North Carolina.
Do you specialize in nonprofit organization accounting?
Yes, we have 15 years of experience working with nonprofit organizations and understand their unique financial reporting requirements.
What tax preparation services are available?
We prepare individual and business tax returns including 1040, 1120, 1065, and 990 forms with authorized e-file capabilities for quick processing.
How do you handle payroll requirements?
We manage complete payroll processing including tax filings, net pay calculations, and compliance with IRS deposit rules and regulations.
What areas do you serve?
We primarily serve clients in western North Carolina from our office in Whittier, NC.
