Tax Preparation, Bookkeeping, and Accounting in Greenville, SC
Lane Financial Services prepares personal and business returns, keeps the books those returns are built on, and answers the notices that arrive months later, so a Greenville owner is not stitching together a bookkeeper, a seasonal preparer, and someone to call in July. Every return is prepared by Jim Lane, an Enrolled Agent, at 200 Smith Hines Road, and the office is open year round.
As a Greenville SC accounting firm, we support owners from the West End and North Main to Haywood Road and Woodruff Road, professional offices along Pelham Road, and contractors working the Five Forks, Cherrydale, and Sans Souci corridors. Whether you need a Greenville bookkeeper for a small business or tax preparation in Greenville SC, you will get clear steps and a stated timeline.
Tax Preparation in Greenville SC for Individuals and Businesses
Both sides of a business owner's filing get handled in the same office, so the business return and the personal return are prepared from one set of numbers. Federal and South Carolina returns are prepared by an Enrolled Agent, a preparer licensed federally to represent taxpayers before the IRS, which covers audits, notices, and disputes as well as filing.
What we file for Greenville clients:
- Federal 1040 and South Carolina SC1040 individual returns, including self-employment, rental, retirement, and investment income
- Business returns for sole proprietors, single-member and multi-member LLCs, S corporations, and partnerships
- Quarterly estimated tax payments, calculated so the amount matches what the year is actually producing
- South Carolina sales tax reporting on a monthly or quarterly filing schedule
- Payroll tax filings coordinated with the return, including W-2s and 1099s
- Prior-year and late returns that were never filed, and amended returns correcting one already submitted
Bring what you have to a first appointment and send the rest as it arrives:
- W-2s and every 1099 you received, including 1099-NEC, 1099-INT, 1099-DIV, 1099-R, and 1099-K
- Last year's federal and South Carolina returns
- Social Security numbers and dates of birth for everyone on the return
- Business income and expense totals, or access to the bookkeeping file if we keep it
- Mortgage interest, property tax, tuition, and charitable giving records
- Any letter already received from the IRS or the South Carolina Department of Revenue
Documents move three ways, whichever suits you: in person at the Smith Hines Road office, by secure digital delivery, or by pickup. Early morning and lunch appointments are available so filing does not cost you a day of work.
Small business tax preparation and planning in Greenville continues past April, because the decisions that change a return get made during the year.
What We Handle for Greenville Owners, Start to Finish
Five service lines run out of one office, and each one feeds the next. The bookkeeping categories become the financial statements, and the financial statements become the return.
- Bookkeeping in Greenville keeps daily records accurate so month-end closes without a scramble, covering AP and AR, bank reconciliations, and monthly reporting
- Accounting and advisory produce financial statements, budgets, forecasts, and controller-level guidance when you need a higher view of the business
- Payroll processing covers pay runs, direct deposit, tax deposits, and year-end W-2s and 1099s
- Personal tax preparation for Greenville individuals and business owners handles the 1040 alongside the business filing rather than as a separate errand
- QuickBooks support includes setup, cleanup, and one-on-one training on your own file so the reports match reality, with Peachtree and Sage 50 supported as well
Take one service or bundle several. Nothing here requires the others to be useful.
The Person Who Prepares Your Return Answers the Phone in July
Work goes directly to Jim Lane. There is no account rep in between, no file handed to whoever is available, and no different preparer each spring. When a question comes up about a deduction taken two years ago, the person who took it is the one explaining it.
What stands behind the work:
- Enrolled Agent, federally authorized to represent taxpayers before the IRS, so audits, notices, and disputes are handled here rather than referred out
- More than 30 years of accounting experience, including controller and accounting-leadership roles at Upstate companies before the firm opened
- A Masters in Accounting and a BS in Business Administration
- Membership in the Institute of Management Accountants and the American Institute of Certified Bookkeepers
- Bookkeeping, payroll, and tax under one roof, so the books and the return agree instead of needing to be reconciled to each other
- A Greenville office open year round, in person or virtually, at a weekly, monthly, or quarterly cadence you set
Meeting in person still matters for a Greenville business. Local permits, South Carolina sales tax questions, and the seasonal swings around downtown events all land differently on the books, and they are easier to sort out across a desk than through a support queue.
A Greenville Office, Not a Regional Call Center
The office sits at 200 Smith Hines Road, Greenville, SC 29607, and the clients are in Greenville too, from the West End and North Main to Haywood Road, Woodruff Road, Pelham Road, Five Forks, Cherrydale, and Sans Souci. Expect practical answers, replies that come back the same or next business day, and reporting you can hand to a bank without a caveat.
Personal Returns Prepared Alongside the Business Filing
Most Greenville owners have two returns to worry about, and the second one usually gets rushed. Your 1040 is prepared by the same Enrolled Agent who files the business return, using the same set of books, so a K-1 or a Schedule C flows into the personal return without a second round of questions. W-2 employees, retirees, investors with dividends and rental income, and self-employed and gig workers are all filed here as well.
An IRS Letter in Greenville Has Somewhere to Go
Notices arrive in August and September, well after seasonal offices have closed. As an Enrolled Agent, Jim Lane is federally authorized to represent taxpayers before the IRS, which means responding to a CP2000 or a balance-due notice, handling an examination, and dealing with the South Carolina Department of Revenue on state matters. Bring the letter in and you will get a plain reading of what it says and what the response window is before any work starts.
Behind on Your Books? Catch-Up and Cleanup Work in Greenville
Six months of unreconciled statements or a QuickBooks file with duplicate accounts is a common place to start, and it does not have to be sorted out before you call. Catch-up and cleanup work rebuilds the ledger period by period, reconciles the bank and credit card accounts, and corrects the categories so the financial statements and the return are built on numbers that hold up. You get a scope and a timeline for the cleanup up front, then a monthly routine that keeps it from happening again.
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Start With One Conversation About Your Books or Your Return
Tax services in Greenville SC start the same way here, whatever brought you: a return coming due, books that need catching up, payroll to move over, or a notice in hand. Tell us what you are dealing with and we will map the steps and the timeline. Send a message through the contact form or email jim@lanefinancialservices.comto set up a short consult, or call (864) 346-6157 if that is easier. If price is the first thing you need to know, our tax preparation costs and fees are published before you commit to anything.
Questions Greenville Filers Ask Before They Choose a Preparer
Where can I get my taxes done in Greenville, SC?
Lane Financial Services prepares federal and South Carolina returns at 200 Smith Hines Road in Greenville, and every return is prepared by Jim Lane, an Enrolled Agent. Both individual and business returns are handled, including sole proprietors, LLCs, S corporations, and partnerships. Appointments are available in person or virtually, including early morning and lunch slots.
How much does tax preparation cost in Greenville, SC?
The fee depends on which forms the return requires and how organized the records are, so we quote it after a short look at last year's return and what has changed. A single-state 1040 with W-2 income sits at the low end, and a business return with a Schedule C or a K-1 runs higher. You get the number before work begins, and it does not move unless the scope does.
What do I need to bring to a tax appointment in Greenville?
Bring your W-2s, every 1099 you received, last year's federal and South Carolina returns, and Social Security numbers for everyone on the return. Add mortgage interest, property tax, tuition, and charitable giving records if they apply, plus business income and expense totals if you are self-employed. Anything missing can be sent afterward by secure digital delivery, and nothing is filed until the return is complete.
Is there a tax office in Greenville that handles business returns as well as personal ones?
Yes. Business returns for sole proprietors, LLCs, S corporations, and partnerships are prepared here, along with quarterly estimates, sales tax reporting, and payroll tax coordination. The personal return is prepared in the same engagement, so a K-1 or a Schedule C carries straight through. That keeps one preparer accountable for both filings.
Can I still file a return from a prior year?
Yes. Unfiled returns from earlier years can be prepared and submitted, and a return already filed can be amended if something was missed or reported incorrectly. We start by pulling together what is on record for those years and telling you the order to file them in. You will know the timeline before we begin.
What happens if I get a letter from the IRS or the South Carolina Department of Revenue?
Bring it in and we will read it with you, explain what the agency is asking for, and note the response deadline. As an Enrolled Agent, Jim Lane is federally authorized to represent taxpayers before the IRS, so the response is prepared and filed from this office rather than referred elsewhere. This applies whether or not we prepared the original return.
Can the same person do my bookkeeping and my taxes in Greenville?
Yes, and that is how most of our business clients are set up. The books are kept here through the year, the financial statements come off those books, and the return is prepared from the same records. Nothing gets handed between a bookkeeper and a preparer, so there is no disagreement to settle in March.
Can the whole return be handled remotely?
It can. Documents come in through secure digital delivery, review happens over a call or a video meeting, and the return is signed electronically. Clients across Greenville, Simpsonville, Greer, and Mauldin file this way without coming to the office.
I am looking for a bookkeeper in Greenville for my business. Can you help?
Yes, we handle AP, AR, reconciliations, and monthly reporting. We set a routine that fits your schedule so you always know what is next. Cleanup projects are available if your books are behind.
Do you meet on site around Greenville and nearby suburbs?
We meet in person or virtually based on your preference. Areas include West End, North Main, Five Forks, and Cherrydale. We also coordinate pickup and secure digital delivery for documents.
(864) 346-6157