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Peggy Norris — CPA in Monticello, Florida

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Peggy Norris

Certified Public Accountant | Licensed in Florida
0.0 (0 reviews)
Verified Licensed
1040 E. Pearl Street, Monticello, Florida 32345 View on Maps

About Peggy Norris

Peggy Norris is a certified public accountant based in Monticello, Florida, with over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups.

Her areas of specialization include basic accounting services, individual tax services, and financial planning, providing clients with comprehensive financial guidance and support.

Services offered include payroll processing and compliance, bookkeeping, and financial statement compilation, helping businesses maintain accurate financial records and meet regulatory requirements.

Established in her local community, Peggy Norris brings a wealth of knowledge and expertise to her clients, ensuring they have the necessary tools to achieve financial stability and success.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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