About McCormick Tax & Bookkeeping
Our Expertise
At McCormick Tax & Bookkeeping, we specialize in providing tax preparation services for individuals and small businesses in addition to bookkeeping services for small and mid-size businesses. Our team has extensive experience working with entrepreneurs and helping them navigate the financial challenges of starting and running a business. If you are in market for bookkeeping or tax preparation services, please reach out.
Our Services
We offer a full range of bookkeeping services including sales tax filing, payroll processing and quarterly payroll report filing, financial reporting, quarterly estimated tax review, and more. The ultimate goal with the bookkeeping is the preparation of tax returns for your business and personal income information. We understand that each client has unique needs, and we work closely with our clients to provide customized solutions that meet their specific needs. If you need a service not listed, please reach out and we can discuss the availability of that service and whether it is offered.
Secure Data Transfer
If you are unable to meet with us in person or simply prefer to have a virtual appointment, we offer a secure client portal to upload your tax data into. This is a more secure way to transfer your tax documents and signature forms between yourself and your tax preparer than simply emailing with a password. Cybersecurity is very important and having this portal helps your data stay safe. While we would like to meet face-to-face with each of our clients, sometimes that is just not an option. Call to discuss how to set up your secure portal login for easy data transfer.
Our Staff
Meet our staff - Cristie McCormick and Ryan
Cristie attended college in Florence, SC at Francis Marion University where she earned a Bachelor of Business Administration in Accounting. From there, she began working in North Charleston for an Accounting Practitioner and later worked for a CPA firm. While Cristie is not a CPA, she does boast over 20 years in the public accounting and tax preparation fields. Each year, Cristie takes multiple continuing education courses to stay current on tax law changes. If you have any questions regarding her education or experience, please reach out and ask.
Ryan is the office manager that occasionally goes to the office to meet with clients. If you prefer not to have him in the office for your appointment, please let Cristie know when you set up your appointment.
Special thanks to Jeanne Taylor for the wonderful picture.
