Individual Income Tax Preparation
Preparation of federal and applicable state individual income tax returns, with a focus on accurate reporting and clear explanations.
What we do
Let's Make Sense of the Numbers.
From personal tax returns to the books behind your business, Dristi Patel CPA, PLLC offers thoughtful tax and accounting services with careful attention to the details—and clear communication along the way.
01 / For individuals
Your Taxes, Without the Guesswork.
Whether your tax situation is straightforward or comes with a few extra moving parts, we'll work to make the filing process organized and understandable.
Self-Employment & Rental Income
Tax return preparation for individuals with freelance, independent contractor, sole proprietor, or rental property income.
Tax Planning & Estimated Payments
Guidance on potential tax obligations, quarterly estimated payments, and planning ahead instead of waiting until filing season.
Amended Tax Returns
Need to correct a previously filed return? We can review the situation and help determine whether an amended return is appropriate.
IRS Representation
Assistance with eligible IRS notices, examinations, and correspondence, subject to engagement scope and applicable authorization requirements.
FBAR Reporting
Help assessing potential FinCEN Form 114 reporting obligations and preparing applicable FBAR filings for clients with reportable foreign financial accounts.
02 / For businesses
Good Books. Better Visibility.
Running a business means juggling enough already. Our business services focus on keeping records organized, meeting tax obligations, and making the numbers easier to work with.
Business Tax Return Preparation
Federal and applicable state business income tax return preparation for eligible small-business entities, based on your business structure and filing needs.
Monthly Bookkeeping
Ongoing transaction categorization, reconciliations, and organized financial records. Where applicable, support can also include tracking taxable sales, preparing sales-tax summaries, and assisting with sales and use tax filings or payments as agreed in your service scope.
Bookkeeping Cleanup & Catch-Up
Behind on your books? We'll review the records, identify what needs attention, and work toward getting them organized and up to date.
QuickBooks Setup & Support
Help setting up QuickBooks, organizing accounts, and developing a bookkeeping workflow that fits how your business operates.
Business Tax Planning
Practical conversations about business tax considerations, estimated payments, and planning for upcoming filing obligations.
1099 Preparation & Payroll Support
Assistance with eligible information returns and payroll-related recordkeeping or coordination. Specific services and availability are confirmed during consultation.
Sales & Use Tax Support
Assistance with sales-tax registration, taxable-sales records, return preparation, and payment coordination where applicable. Filing responsibilities and deadlines are confirmed in your engagement scope.
Company Formation Assistance
Guidance with business entity setup steps, registration paperwork, EIN application coordination, and initial accounting setup. Legal advice and legal document drafting are outside the scope of CPA services.
IRS Representation
Assistance with eligible IRS notices, examinations, and correspondence, subject to engagement scope and applicable authorization requirements.
A note on payroll: Payroll support does not necessarily include full payroll processing, tax deposits, or payroll tax filings. We'll confirm the scope before taking on any work.
03 / Additional services
One More Thing We Can Help With.
Notary services are available by appointment. Contact us to confirm availability and the appropriate scope.
Ask About AvailabilityBy appointment
Notary Services
Notarial services for eligible documents, subject to availability and North Carolina requirements. Please contact us in advance to discuss your needs.