Straight answers on your taxes, from a CPA who returns calls.
Rowan Vale CPA, PLLC prepares and plans taxes for families, freelancers and small companies across western North Carolina.
You work with the same CPA from the first call to the signed return. No handoffs, no call centre, no surprise invoice at the end.
Why clients stay
One CPA, start to finish
The person who answers your first question is the person who reviews and signs the return.
Planning before the year closes
We talk in October and November, while a decision can still change what you owe in April.
Notices handled
If a letter arrives from the IRS or the North Carolina Department of Revenue, forward it. Answering it is part of the engagement.
The fee in writing first
You approve a quoted fee before any work begins. The ranges are published on the fee page.
What we do
Individual tax returns
Form 1040 with the schedules your year actually needs — self-employment, rental property, investments, multi-state moves.
Business tax returns
Form 1120-S for S corporations and Form 1065 for partnerships, with the K-1s your owners need for their own returns.
Monthly bookkeeping
Reconciled books each month, so the tax return is a summary of work already done instead of a scramble in March.
Payroll and information returns
Quarterly Form 941 filings, and W-2s and 1099-NECs delivered by the January 31 deadline.
Tax planning
Entity choice, reasonable compensation, retirement contributions and quarterly estimates on Form 1040-ES.
IRS and state notices
We read the notice, work out what triggered it, and write the response on your behalf.
A small firm, on purpose
Delia Marchetti opened Rowan Vale CPA in a second-floor office on Depot Street because she wanted a practice small enough that she knows every client's situation without opening a file.
The firm takes a limited number of new returns each filing season so that review time stays real and calls get answered the same day.
Filing season fills up early in February.
Send a short message about your situation. You will hear back within one business day whether we can take your return this year.