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Lexington Bookkeepers

Browse these bookkeepers with great ratings from Thumbtack customers in Lexington.

Top Pro
ALLY FINANCIAL SERVICE LLC
4.8
from 54 reviews
  • 5 years in business
  • 67 hires on Thumbtack
  • Top Pro on Thumbtack
Alyssa P.
Verified review

I recently hired them for bookkeeping. I really enjoyed working with them. They’re nice, fairly priced, and work quick. So I will certainly hire them again.

Tax N Book
4.9
from 46 reviews
  • 5 years in business
  • 148 hires on Thumbtack
Jennifer S.
Verified review

Neil was great! He asked all the right questions in guiding me to help him put a fantastic business plan together. Would def consider hiring him as my business accountant. He was not only quite capable but showed much care in my venture.

  • 6 years in business
  • 73 hires on Thumbtack
Lisa B.
Verified review

My experience was very good, I felt Joann knew what she was doing and that she was experienced in preparing my income tax return. She was very pleasant to work with and did my tax return in a quick, professional manner.

Top Pro
  • 12 years in business
  • 30 hires on Thumbtack
  • Top Pro on Thumbtack
DC C.
Verified review

As a new small business, my partner and I were nervous about payroll and taxes. Tony came to our facility and not only educated us but made us feel comfortable and confident that we made a great decision going forward with him company. Very personable gentleman and gave us everything we needed to proceed and very prompt when contacting us. Our team is excited to work with Tony!

Travis L.
Verified review

I would recommend Justin Mosca & Associates to anyone who is looking for a hard-working and knowledgeable CPA. Justin met with me for a free consultation, took me out and paid for my lunch, and he brought along some materials he had researched before our meeting. He even went home that evening and did a little extra digging & called the IRS to find out about a specific question that I was wondering about. Justin is very personal, professional, and easy to talk to. I look forward to working with him and would highly recommend him as an accountant.

  • 16 years in business
  • 1 hire on Thumbtack
Beth P.
Verified review

I am a small growing business owner that knows better than to try to keep my own books. I have to track sales, inventory, expenses and need a viable p & l at the end of the year. After meeting with Susie and checking references I felt confident she would be able to help me with getting 2014 wrapped up. My 2014 paperwork is organized and ready for the accountant. Susie has also helped me by making suggestions that can help my business grow in 2015 and on. She's organized, genuine, understandable and available. I highly recommend her!

Crystal Clear Tax
5.0
from 2 reviews
  • 3 hires on Thumbtack
Anna L.
Verified review

I had 4 years back taxes to do. Crystal worked with my schedule to come meet me and pick up my information and even dropped it back off. She was so thorough and easy to work with in every arena. Thanks so much, Crystal!

Greg M.
Verified review

They did a design for t-shirts for my business. Very professional,job was done very quickly. I would recommend there services to anyone

Carolyn G.
Verified review

I hired Marlene to help me set up and clean up my company books. She was very knowledgeable, patience and very understanding. She made it very easy for me to understanding the financial statement among other things. I highly recommend her service.

  • 13 years in business
  • 1 hire on Thumbtack
Kristy B.
Verified review

Joyce has been working on my business & personal taxes for quite a few years now. Always does a great job!

Taxpectations
5.0
from 1 review
    Linda M.
    Verified review

    Taxpectations has been an invaluable cog in our corporation's wheel since it began in 2006. They take so many of the cumbersome, confusing, time-sucking, necessary tasks off your shoulders, and magically makes sense of it all while dotting the i's and crossing the t's. Taxpectations has handled our bookkeeping, payroll, tax returns and quarterly reports, and Wendy Cassera has been able to act as our representative in matters with the State and Federal entities. It is not an exaggeration to say our partnership with Taxpectations has been one of the wisest decisions made in nearly 10 years of business.

    The Ledgery
    5.0
    from 1 review
    • 3 years in business
    Stefanie W.
    Verified review

    Marc and his team at the Ledgery have a great mix of accounting and technology background, and he really took the stress out of this project to get us set up and running in the back office. Being a startup, we had a tight budget, and he made it work with no compromise. Will definitely use him ongoing for bookkeeping and reporting as we grow!

    About

    I can get you working smarter, not harder. I am a QuickBooks bookkeeping expert. I provide technical setup and support for Mac and other PCs.

    About

    At Polaris, we believe that our role as trusted advisors goes beyond the preparation of financial statements and tax returns, in fact we strive to work with our clients to assist them in interpreting their financial results and how they link into their business strategy. That is why we believe that clients must collaborate with their accountants on a regular basis. Polaris Bookkeeping is one of the few accounting firms offering clients access to their accounting data anytime, anywhere, and on any device using the Xero Accounting platform. Learn more about Xero; please visit our website.

    About

    I am an accounting consultant for business owners. I consult business owners who uses QuickBooks. I can install, train and do bookkeeping.

    About

    We have a small business offering bookkeeping in the Lake Norman area since 2004. We customize a partnership geared for each client specifically.

    About

    My bookkeeping and administrative support is specialized in commercial construction but I have enjoyed working with my individual clients for the past twenty five years. I strive to keep your records up to date and report compliant. My goal is to provide my clients with the highest quality of service and professional care at a cost they can afford. You only pay for the services you need. Give me a call and let's discuss your situation. - Bookkeeping and office administration services - Accounts payable and accounts receivable - Payroll, quarterly taxes, W-2s, and 1099s - Reconciliations of bank statements - General ledger entries - Job cost and project closings - Software: The Construction Manager, QuickBooks, QFloors, Microsoft Office

    About

    We provide timely and accurate bookkeeping and payroll services so you can focus on your customers. In addition, we provide individual and small business tax preparation

    About

    I am an accounting/bookkeeping professional with over 20 years of accounting experience. I have experience as a controller and a CPA, as well as general business consulting service. I specialize in setting up small businesses. I assist the client with deciding and setting up accounting software, payrolls, and employee benefits as well as on-going bookkeeping services if needed. It is hard to get started as a small business without the proper infrastructure. Let me help you accomplish your business goals.

    About

    Unique work. Practical uses for the items at fair prices.

    About

    A tax, payroll and bookkeeping company, Meriva Capital, LLC is designed to help individuals, non-profit organizations and businesses with their payroll, tax and bookkeeping needs. Bookkeeping, managing taxes and payroll services in the face of complex regulations and rules can be a daunting task, and can drain resources, money and time. At Meriva, we are dedicated to helping you resolve these complex matters. Our main objective at Meriva Capital is to give our clients quality services, so they can focus on continuing to magnify their profits. Meriva Capital is dedicated to fast responses and customer service. We, at Meriva Capital, believe that the key to any business relationship is communication.

    Q & A

    Answers to commonly asked questions from the experts on Thumbtack.

    How much does it cost to hire an accountant?

    Accountants’ rates vary based on their education, licenses, experience, and the work for which they are being hired. An accountant may charge an hourly rate when a company or individual needs their services on a short-term basis, such as when performing an audit or requesting assistance setting up a financial database or process. Hourly rates can range as widely as $40 per hour to $300 or more per hour, depending on your geographic location and the accountant. Check out the average hourly rate for accounting services in your region.

    Accountants may offer a package rate for weekly, monthly or annual services to reward ongoing customers. Many accountants offer online services where small businesses can access online accounting software and payroll assistance, and the accountant — for a monthly or other recurring fee — provides financial analysis and reporting of their numbers. For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested. Nationally, full-time staff accountants earn between $40,000 and $80,000, depending on experience and other factors.

    Who can file my taxes?

    Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

    What is an accountant?

    Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies. Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company.    

    Accountants do not automatically have a Certified Public Accountant (CPA) designation unless they have passed the Uniform CPA Examination and received the proper license. Regardless of whether they are CPA certified or not, accountants can assist businesses and individuals with bookkeeping and financial reporting, while CPAs are more knowledgeable in tax codes as a result of the CPA licensing examination and continuing education requirements. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates.

    Check out the average hourly rate for accounting services in your area.

    How much does it cost to get taxes done?

    Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

    • Taxpayers filing only a W-2 tax form: $50.
    • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
    • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
    • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

    Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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