Belcourt & Belcourt

Welcome to Patricia P. Belcourt, CPA, P.A., where we strive to help small to mid-size businesses and their owners achieve their financial goals. With over 30 years of experience, we provide a wide range of services including accounting, tax preparation, and financial planning. Our focus is on understanding your current financial situation, as well as your goals, ideals, and dreams, to best assist you in planning for your future.

Our Expertise

As a certified public accountant, I have had the privilege of working with various clients, from individuals to small companies, helping them navigate the complex tax landscape and achieve financial success. My experience includes working with KPMG, a Big 5 accounting firm, and McGladrey & Pullen, the 7th largest national firm, as well as serving as a Controller in private industry. I am a member of the American Institute of Public Accountants, the North Carolina Association of Certified Public Accountants, and the Waxhaw Business Association, ensuring that our services are grounded in the latest industry standards and best practices.

Services Offered

We offer a comprehensive range of services designed to keep you up to date with your income tax filing and planning needs. These include income tax preparation for individuals and businesses, such as corporations, S-Corporations, Limited Liability Companies, Partnerships, and Trusts. Additionally, we provide tax planning, estimated tax payments, and general overall strategy advice. For businesses, we also offer transaction-specific accounting and bookkeeping assistance, payroll calculation, quarterly and annual reporting, budgeting assistance, business planning, and strategic financial decisions. For individuals, our services include personal finance planning, including the purchase of a first or second home, education funding, budgeting assistance, retirement planning, and support for major life events.

Important Dates & Info

To ensure you stay on track with your tax filings, we provide important due dates and information. For individuals, these include federal and state income tax returns, gift tax returns, and estimated tax payments. For businesses, we offer due dates for corporate tax returns, S-Corporation tax returns, Partnership returns, and other important filings. Please note that state filing deadlines may differ from federal deadlines.