Sign In Get Started

Jadie M. Williams — CPA in Charlotte, North Carolina

JM

Jadie M. Williams

Certified Public Accountant | Licensed in North Carolina
0.0 (0 reviews)
Verified Licensed
5815 Wintercrest Lane, Charlotte, North Carolina 28209 View on Maps

About Jadie M. Williams

Jadie M. Williams is a certified public accountant (CPA) based in Charlotte, North Carolina, with over 15 years of experience in financial services.

Her areas of specialization include basic accounting services, tax compliance, and financial planning, catering to a diverse range of clients, such as small and medium-sized businesses, as well as individuals and families.

Williams' expertise extends to sales tax compliance and general accounting and advisory services, helping clients navigate complex financial regulations and make informed business decisions.

She maintains licenses to practice in North Carolina and adheres to the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct.

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.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Charlotte

GC
Gerald C. Brown
Charlotte, North Carolina
SD
Selene D. Butts
Charlotte, North Carolina
SL
Sara L. Fording
Charlotte, North Carolina
PD
Paulina D. Bolton
Charlotte, North Carolina
CS
Christopher S. Saunders
Charlotte, North Carolina
TE
Thomas E. Clancy
Charlotte, North Carolina

Contact Jadie M. Williams

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns