CornerstoneBusiness Tax Returns
S-corp, partnership, and C-corp returns with K-1s — filed on time, every time.
$1,200 fromDetails →
Front Page · Tax Year 2026
A CPA who reads your numbers like a record — and answers in July.
Proactive tax, clean books, and flat-fee pricing for the individuals and small businesses of the Charlotte metro.
Which one are you?Tax-Savings Finder
Where a CPA typically finds savings
$1,500–$6,000 /yr
Home office, mileage, the QBI deduction, and a retirement plan you’re not using yet.
Illustrative range for demonstration — results vary by situation; not tax advice. A real estimate follows a consultation.
15+
Years in practice
12,000+
Returns filed
800+
Active clients
100%
On-time filing
97%
Client retention
4.9★
312 reviews
CPA & EA on staff · Licensed & IRS-authorizedAICPA · NCACPA · Members in good standingFlat-fee pricing · Quoted before we start256-bit secure portal · WISP · IRS Pub. 4557QuickBooks & Xero certified · ProAdvisor · Gusto partner
What we do
Five desks, one firm of record.
Tax, books, advisory, resolution, and formation — under one roof, on flat fees quoted before we start.
Individual Tax Preparation
Your federal and NC return, prepared and e-filed — with questions answered year-round.
$350fromSelf-Employed & 1099 ReturnsSchedule C, freelance, rental, and equity comp — with the deductions the software misses.
$650fromBusiness Tax ReturnsCornerstoneS-corp, partnership, and C-corp returns with K-1s — filed on time, every time.
$1,200fromTax Planning & ProjectionsCornerstoneProactive, year-round strategy — so April is a confirmation, never a surprise.
$500fromMonthly BookkeepingCornerstoneCategorized, reconciled, and closed every month — in QuickBooks or Xero you actually own.
$350/moPayroll & FilingsRun payroll, pay the deposits, and file the 941s, W-2s, and 1099s — without the panic.
$75/moFractional CFO & AdvisoryCornerstoneCash-flow forecasting, budgets, KPIs, and the board-ready story behind your numbers.
$2,000/moIRS & Tax ResolutionPriorityA notice, an audit, or back taxes — answered by a CPA or EA who can represent you.
$500fromThe big engagements
Where a CPA earns the fee.
Business returns, proactive planning, monthly books, and fractional-CFO work — the moves that actually change the number.
Cornerstone
CornerstoneTax Planning & Projections
Proactive, year-round strategy — so April is a confirmation, never a surprise.
$500 fromDetails →
CornerstoneMonthly Bookkeeping
Categorized, reconciled, and closed every month — in QuickBooks or Xero you actually own.
$350 /moDetails →
CornerstoneFractional CFO & Advisory
Cash-flow forecasting, budgets, KPIs, and the board-ready story behind your numbers.
$2,000 /moDetails →
How we work
From first call to filed.
- 01
Free consult
A 30-minute call to understand your situation and goals. No obligation, no sales pitch — a real CPA.
- 02
Plan & flat quote
A clear scope and a transparent flat fee, in writing, before any work begins. No hourly surprises.
- 03
We do the work
You upload documents to the secure portal; we prepare, review, and keep you posted in plain English.
- 04
Review, file & plan ahead
We walk you through the results, file on time, and set up the proactive plan for next year.
In writing
What we put our name to.
100% Accuracy Guarantee
If our error causes a penalty or interest, we pay it. Full stop.
On-Time Filing
Get us your documents by our cutoff and we file on time — or your prep fee is free.
Transparent Flat Fees
A clear quote before any work begins. No hourly meter, no surprise invoice.
Audit Support
Audited on a return we prepared? We explain it and stand behind our work.
Year-Round Access
We answer in July. Email questions any time at no extra charge.
Credentialed & Secure
CPAs and an EA, a 256-bit secure portal, MFA, and a written security plan.
Pricing
Flat fees. No meter.
Work with us by the return, as a monthly partner, or as your fractional CFO. Quoted up front, never tied to your refund.
Tax Filing
Done-for-you returns$350/return
- Individual or business return
- Every credit & deduction reviewed
- E-file & refund tracking
- Plain-English summary
- Year-round email access
- Accuracy guarantee
Books + Tax
Your monthly finance partner$450/mo
- Monthly bookkeeping & reconciliation
- Monthly financial statements
- Business + owner tax return included
- Quarterly tax projections
- Payroll add-on available
- A dedicated accountant
CFO Partner
Strategic finance, fractional$2,000/mo
- Everything in Books + Tax
- 13-week cash-flow forecast
- Budget & financial model
- KPI dashboard
- Monthly strategy call
- Board & lender prep
Flat-fee and monthly options. No long contracts — clear scope, quoted before we start. Circular 230 prohibits fees tied to your refund; ours never are.
In their words
From the people we keep books for.
★★★★★
They cleaned up two years of messy books and caught an S-corp election that changed our whole tax picture. First accountant who actually explained the “why.”
★★★★★
First time we’ve actually understood our return. Calm, zero jargon, and they answered an email from us in the middle of July.
★★★★★
Their fractional CFO gave us job-costing and a cash-flow forecast we’d never had. We finally bid jobs knowing the numbers.
On the wall
Posted, pinned & filed.
Google reviews, season tips from our desk on X, and a few frames from the office — clipped to the board.
On the wall · @aldridgevale
214
176 132
158 121
169Where we work
Serving the Charlotte metro.
CharlotteOur home — Uptown / SouthParkBallantyneSouth CharlotteMatthews20 min southeastHuntersvilleLake NormanConcordCabarrus CountyMooresvilleRace City
For new clients
On the house to start.
Everyone
Free 30-Minute Consultation
A no-obligation call with a credentialed CPA — a $199 value.
CONSULTNew clients. One per household/business.
Individuals
Free Prior-Year Return Review
We’ll review last year’s return for missed opportunities before you switch.
REVIEWResults vary. Not a guarantee of additional refund.
Business
$100 Off Your First Business Return
New business clients save $100 on a first-year 1120-S, 1065, or 1120.
BIZ100New clients. Cannot combine with other offers.
Begin your engagement
Let’s make next April a confirmation.
Book a free 30-minute consult with a credentialed CPA — no obligation, no sales pitch. We’ll review where you are and quote a flat fee before any work begins.