Tax
Individual tax
I also do individual tax for people who want a CPA they can actually reach. The return, and the questions that show up before and after it.
Individual & business taxConcord · Huntersville · Charlotte · Davidson
I’m Anna Larson, a CPA and accountant in Concord.
I do tax returns, monthly books, and the questions that come up during the year for people and businesses here in Concord, Huntersville, Charlotte, and Davidson. Service businesses and real estate are a big part of the work. I can come to you, or you can come to the home office.
The work
Year-round books. Tax when you want a CPA you can reach.
Bookkeeping
Monthly books
I keep the books year-round for service businesses and real estate owners. After we set it up, a month looks like a month. QuickBooks is fine. So is being willing to move there.
A short Schedule C guide. I’ll email it to you.
BookkeepingAdvisory
Practical advice
Entity questions. Whether the books are telling you what you think they are. Tax questions that should not wait until April.
AdvisoryFractional CFO
Cash, KPIs, owner decisions
Past “just bookkeeping,” not ready for a full-time hire. Cash and runway, a light KPI pack, and clearer calls next to growth.
Fractional CFOWho I work with
Service businesses, real estate, and people who want a reachable CPA.
Service businesses
Monthly books for shops, practices, and other service work. After onboarding, the work repeats. You get me, not a new person every month.
Real estate
Rentals and real estate owners who want the year kept current, not reconstructed in March.
Individuals
A regular year or a messy one. I stay in the mix for people who want a CPA they can actually reach.
Google reviews
From Google.
“I was on the lookout for someone who could offer the same level of expertise and care. I found that and more with Anna Larson. … she has a remarkable ability to grasp even the most complex financial situations with ease.”
Neeraj Jindal · Google review
“She was knowledgeable, professional and timely in completing the tax filing process for our family.”
Mike Oliver · Google review
“I googled around and found Anna. … I felt very confident having her handle both business and personal account preparation and filing.”
Trisha Waller · Google review
About
My own firm since 2020.
I’m an NC-licensed CPA. I opened Anna Larson CPA PLLC in Concord in 2020. Before that I was at Deloitte, and at a family office.
I work with service businesses, real estate owners, and individuals who want a CPA they can actually reach.