Tax & Accounting Services


At Schmid CPA, we provide comprehensive tax and accounting services tailored to the unique needs of small businesses, pass-through entities, and nonprofit organizations. Whether you’re a freelancer, an S Corporation owner, or run a nonprofit, our CPA-led expertise ensures accurate, timely, and strategic financial management so you can focus on what matters most.

Our Services

Helping businesses maintain a strong financial foundation for long-term success.

  • Bookkeeping & Monthly Accounting
    Accurate transaction recording, bank reconciliations, and financial statement preparation to keep your books audit-ready year-round.
  • Tax Preparation & Filing
    Individual 1040 returns, S Corporation tax filings, nonprofit tax filings (Form 990), and multi-state compliance support.
  • Tax Planning & Strategy
    Proactive advice on entity selection, deductions, credits, and retirement planning to minimize tax liability and maximize savings.
  • Payroll & Sales Tax Support
    Payroll processing, employee tax filings, and sales/use tax reporting to keep you compliant with payroll and sales tax regulations.
  • Financial Reporting & Cleanup
    Clean up messy books, prepare for loans or audits, and get clear financial statements to help make informed decisions.
  • Fractional CFO & Advisory Services
    Strategic financial oversight, cash flow planning, and forward-looking guidance to support growth and stability.

Pricing & Packages

  • Individual Tax Return (1040): Starting at $350
    (Price may vary depending on complexity and additional schedules)
  • S Corporation Tax Return: Starting at $700
    (Includes K-1 preparation and state filings)
  • Nonprofit Tax Return (Form 990): Starting from $600 up to $1,200
    (Varies by nonprofit size and complexity)
  • Bookkeeping (monthly): Ranges from $300 to $1,200
    (Based on transaction volume and services required)
  • Payroll Services: Starting at $100 per month plus additional per-employee fees
    (Optional add-on service)

Contact us for a personalized quote tailored to your business or organization.

Who We Serve

  • Freelancers & Solopreneurs
  • Small Businesses
  • Partnerships & Pass-Through Entities (S Corps, LLCs)
  • Nonprofit Organizations
  • We currently focus on pass-through entities and nonprofits. If you are a C Corporation or complex entity, please contact us to discuss how we can best support you.


How It Works

  1. Get Started  — Schedule a free consultation or request a quote.
  2. Document Collection — Easy secure upload or email of your financial documents.
  3. Processing & Review — We handle bookkeeping, tax prep, or accounting cleanup.
  4. Delivery & Support — Receive your completed returns, statements, or reports with ongoing advisory support.


FAQs

Q: Do you handle C Corporations?
A: Currently, we focus on pass-through entities like S Corps and LLCs, as well as nonprofits. Please contact us to discuss your specific needs.

Q: Can you prepare nonprofit tax filings?
A: Yes, we prepare Form 990 and related nonprofit compliance filings.

Q: What documents do I need for tax filing?
A: W-2s, 1099s, expense receipts, prior year tax return, and business financial statements.

Q: Do you offer CFO services?
A: Yes, we offer fractional CFO support for small businesses and nonprofits, including budgeting, financial strategy, and cash flow planning.

We are a team of ambitious entrepreneurs operating in Charlotte.

Contact Us