Sign In Get Started

Valerie J. Zerbe — CPA in Charlotte, North Carolina

VJ

Valerie J. Zerbe

Certified Public Accountant | Licensed in Ohio
0.0 (0 reviews)
Verified Licensed
11237 Mcclure Manor Dr, Charlotte, North Carolina 28277 View on Maps

About Valerie J. Zerbe

Located in Charlotte, North Carolina, Valerie J. Zerbe is a certified public accountant with over 15 years of experience providing expert accounting and tax services. She specializes in basic accounting services, tax compliance, and individual tax services, catering to the needs of small and medium-sized businesses and individuals and families.

Valerie's extensive experience encompasses general accounting and advisory services, including bookkeeping and financial statement compilation. Her expertise extends to helping clients navigate complex tax regulations and ensuring compliance with relevant laws and regulations.

With a deep understanding of the unique financial challenges faced by small businesses and individuals, Valerie offers tailored guidance and support to help clients make informed financial decisions.

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

EM
Eva M. Karageorgiou
Charlotte, North Carolina
DA
Dustin A. Houdyshell
Charlotte, North Carolina
KM
Kenneth M. Postal
Charlotte, North Carolina
GA
George A. Calvo
Charlotte, North Carolina
WJ
William J. Neeriemer
Charlotte, North Carolina
CK
Cheri K. King
Charlotte, North Carolina

Contact Valerie J. Zerbe

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