Accountant accepting new clients in Concord, Kannapolis, and Harrisburg! bookkeeping and accounting bookkeeping and tax services
Welcome to
Alexander Bookkeeping and Tax Services for your Business
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Alexander Bookkeeping and Tax Services
WELCOME
Your finances don't have to be complicated. Utilizing a dedicated professional for your personal or small business bookkeeping or tax preparation will provide you with peace of mind so you can focus on your business.
General & Professional Liability Insurance + Cyber Coverage
Our family-owned account service has been serving the community for the last 3 years. Our team has grown and includes experienced CPAs and dedicated support to provide both personal and professional financial services.
Please note, all clients will be required to sign a Letter of Engagement before work begins.
Service Price List
Individual Tax Service
BASIC FORM 1040
$225.00
Without itemized deductions
FORM 1040
$325.00
Itemized with Schedule A
Additional Forms
$65.00
Small Business Tax
S CORPORATION
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Form 1120S
LIMITED LIABILITY COMPANIES
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Sole proprietors, independent contractors, LLCs
Bookkeeping Services
Sole Proprietorship
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BRONZE: 1-10 employees
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Without payroll
SILVER: 1-10 employees
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With payroll
GOLD: 11-20 employees
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Without payroll
PREMIUM: 11-20 employees
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With payroll
All pricing is dependent upon the state of current records. Additional services could incur added fees at a rate of $50.00 per hour, pending client approval. CPA services may be required at a higher rate.
About Us
SERVICES
MISSION STATEMENT
MISSION STATEMENT
- Individual Tax Returns
- Small Business Bookkeeping
- Taxes and Payroll Services
MISSION STATEMENT
MISSION STATEMENT
MISSION STATEMENT
Provide dependable and quality bookkeeping and tax preparation for clients with the advantage of dependable, responsive customer care.
ABOUT TIMOTHY
MISSION STATEMENT
ABOUT TIMOTHY
Originally from Cabarrus County. Tim is a combat veteran with the United States Marine Corps. Tim graduated from Liberty University with a BS in Accounting.
Our Small Business Services
CUSTOMER CARE
CUSTOMER CARE
CUSTOMER CARE
- Care Advantage: We care about your accounting as if it were our own.
- Responsive: We respond to emails and phone calls within 24 hours.
- Dependable: Trusted service from a US veteran.
- Partners: We work with your existing financial team or CPA.
MANAGEMENT
CUSTOMER CARE
CUSTOMER CARE
Bookkeeping: Your daily, monthly and quarterly transactions for all your financial statements are covered.
Payroll: All your employee needs are met through our partnership with a quality payroll service.
Taxes: Keeping it simple, your taxes are filed to ensure the best returns for your business.
Consulting
CUSTOMER CARE
Consulting
Being a business owner is hard work! You need to understand all the numbers on all your financial statements - we make it simple. Accounting you can count on to run your business.
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Privacy Policy
Privacy Policy of Timothy Alexander and Associates, LLC
To Our Individual Clients:
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities.
We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax
returns and may also provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
• interviews and phone calls with you,
• letters or e-mails from you,
• tax return or financial planning organizers, and
• financial history questionnaires.
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone.
However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
• To comply with a validly issued and enforceable subpoena or summons.
• In the course of a review of our firm’s practices under the authorization of a state or national
licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
• In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
• As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
• To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.
Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
Best regards,
Timothy Alexander
Timothy Alexander, Owner
Numbers in Motion: A Dynamic Showcase of Timothy Alexander & Associates LLC's Financial Expertise
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