Worth Tax Advisors | Charlotte Tax Return

Tax Services


Welcome to Worth Tax Advisors

Our company isn’t just about preparing tax returns and crunching numbers. Our goal is to provide exceptional service and customized solutions, as we never have a "one-size-fits-all" approach. Our goal is to go beyond what you expect from your accounting professional. It is about being responsive, knowledgeable, planning for ever-changing tax laws, and being proactive by preparing you to meet the challenges ahead.

TAX SERVICES

Services Provided by Jones, CPA PLLC

Tax planning is the cornerstone of the tax preparation process and careful tax planning is essential in helping you avoid costly errors in tax reporting. By including tax-planning in your overall business strategy, you can use our company’s experience and access to the most current new developments in the tax laws to decrease both your current and future tax liabilities. At Jones CPA PLLC, we prepare business and individual tax returns in all 50 states. We provide expert advice to assist you in understanding tax law changes and how they affect your business. We will accurately and efficiently prepare income tax returns for various types of entities including:

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Not-for-profit Organizations

Tax Preparation Resources and Tools

The tax organizer includes a questionnaire to prompt further discussion on the prior year's tax law changes and life events of the past year. It is to help you maximize your deductions and minimize your problems in preparing and filing your tax return. Please click on the links below to download the tax preparation tool.

ACCOUNTING SERVICES

Services Provided by Jones, CPA PLLC

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records guarantee that your business operations will run more efficiently on a daily basis. Our company provides a full range of cost effective accounting services including:

  • Preparation of Financial Statements
  • Bookkeeping
  • Payroll Services
  • QuickBooks® system setup for small businesses

Preparation of Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements that are produced may be useful tools for management and for making day-to-day financial decisions. We envision our role in the financial reporting process as an opportunity to provide constructive solutions for you to capitalize on your company's profitability and efficiency.

Bookkeeping

Well-organized financial records ensure that your business operations will run more efficiently on a daily basis. This is the foundation of a successful business. We specialize in supporting local businesses and strive to make their success primary in our overall accounting approach. Our services are customized to best meet your company's needs. Our company will assist you with the day-to-day tasks associated with bookkeeping, including:

  • Recording cash receipts and disbursements.
  • Preparing financial statements from general ledger or trial balance information.
  • Maintaining accounts receivable or accounts payable
  • Processing payrolls.
  • Calculating payroll tax deposits.
  • Preparing sales tax returns.
  • Summarizing data required for tax returns
  • Payroll Services

As a business grows, and more employees are hired, this may result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our company can also assist you with developing a payroll system and preparing all necessary payroll tax returns in a timely manner. Services include:

  • Processing payrolls
  • Calculating payroll deposits
  • Preparing payroll tax returns
  • Preparing W-2's, W-3's, 1099's

SHERISE M. JONES, CPA


Certified Public Accountant Sherise has over twenty years of experience working in public accounting as well as private industry. She is a CPA who specializes in taxation and accounting services. Prior to starting her own CPA firm, she worked for a large CPA firm and also served as a controller, tax accountant and accounting manager in a variety of industries.

Sherise graduated from the University of North Carolina at Charlotte and holds a Masters degree in Accounting with a concentration in Taxation. She also hold a North Carolina CPA license (#30183). Sherise is also a member of the AICPA and the North Carolina Association of CPAs.

Her background in both public and private accounting provides her with a unique perspective into the financial, tax, and business needs of your company. Her accounting and tax preparation services are totally committed to meeting your business needs through quality work. “I thrive on challenges to help each business owner meet their level of financial success for their business.”

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Worth Tax Advisors

5605 77 Center Drive
Suite 101
Charlotte, NC 28217

(704) 350-2143 - Office