Bookkeeping & tax prep, done by hand

Books that balance.
Taxes that don't surprise you.

Fitzgerald & Co. keeps your ledgers accurate and your filings on time, with a bookkeeper who actually knows your business — not a rotating help desk.

General Ledger — Sample

FY 2026

AccountDebitCredit
Accounts Receivable4,210.00
Office Supplies312.40
Sales Revenue6,875.00
Payroll Expense2,150.00
Reconciled — Sept 5, 2026

Why business owners stick with Fitzgerald

We're a small firm on purpose — small enough that you talk to the person who actually does your books, large enough to handle payroll, reconciliations, and both sides of tax season.

01

Accurate, current books

Every account reconciled on a set schedule, not whenever there's time — so the numbers you see are the numbers that are true today.

02

One bookkeeper, not a queue

You work with the same person month to month. They know your chart of accounts, your vendors, and your busy season without a re-explain.

03

Audit- and filing-ready

Records are kept to a standard that holds up to a lender, an auditor, or the IRS — because that standard is cheaper than fixing it later.

What's included

Bookkeeping and tax prep, priced and scoped to what your business actually needs.

Bookkeeping

  • Monthly bank & card reconciliation

    Every transaction matched and categorized, every month.

    included
  • Accounts payable & receivable

    Bills tracked, invoices sent, and follow-ups handled.

    included
  • Payroll processing

    Wages, withholdings, and filings run on schedule.

    add-on
  • Monthly financial statements

    P&L, balance sheet, and cash flow, delivered by the 10th.

    included
  • Clean-up & catch-up bookkeeping

    For books that have fallen behind — we get them current.

    add-on

Tax prep

  • Individual returns (1040)

    Including Schedule C for self-employed and sole proprietors.

    included
  • Business returns

    S-corp, partnership, and single-member LLC filings.

    included
  • Quarterly estimated taxes

    Calculated and scheduled so April doesn't come as a surprise.

    included
  • Sales & use tax filing

    Multi-state filing for businesses that need it.

    add-on
  • Prior-year amendments

    Corrections to returns filed elsewhere.

    add-on

12+

years in practice

180+

businesses served

99%

on-time filings

<24hr

average response time

Tax season, without the scramble

We prepare and file the forms below, and flag what's missing well before the deadline — not the week of it.

1040Schedule C1120-S1065Schedule SE1099-NEC / MISCW-2 / W-3Sales & use tax

Next key deadline

Q3 estimated taxes — September 15

Clients on our quarterly plan already have this calculated. If you're filing on your own, we can review your estimate before you send it.

What clients say

Fitzgerald caught a payroll error our old bookkeeper had been making for months. That alone paid for the year.

Renee Combs

Owner, Combs Landscaping

First tax season in years I wasn't guessing what I owed. The quarterly estimates made cash flow so much easier to plan around.

Marcus Webb

Founder, Webb & Sons Contracting

I talk to the same person every month. She knows my business better than I expected any outside firm to.

Priya Anand

Owner, Anand Dental Studio

Why hand this off

Time back

Hours spent on reconciliations and receipts go back into running the business.

Fewer costly errors

Missed deductions and miscategorized expenses are caught before they become a filing problem.

Grows with you

Add payroll or multi-state filing when you need it — no need to switch firms as you scale.

Lower overhead

A fraction of the cost of hiring an in-house bookkeeper, with the same level of attention.

Get a free consultation

Tell us a bit about your business and what you need help with. We'll follow up within one business day.

Office
Raleigh, NC — serving clients in NC & VA
Hours
Mon–Fri, 9:00 AM – 5:00 PM ET