We hope you will make use of the valuable resource tools and links our site provides. For our current clients, this site provides a secure highway for the transfer of information and files. Safeguarding your confidential information is one of our greatest concerns. Please visit our services tab to see all we have to offer. If you have questions or would like to sit down and speak with us please schedule an appointment with the link above or give us a call at 828-294-1998. We look forward to hearing from you soon!
New Business Advisory Services
-Strategic tax planning
-Helping with start-up paperwork
-Setting up accounting and other financial systems
-Ensuring compliance with payroll, Social Security, insurance, and other regulations
Small Business Services
-Accounting and bookkeeping
-Payroll preparation, payroll outsourcing, and payroll tax reporting
-Tax planning and preparation
-Cash flow management
-QuickBooks set up and support
-Financial statement preparation
The realm of taxation is an ever-changing field. You don’t have to know all of the rules, we do. We can help with individual and business tax needs.
Individual taxation is vast and complex. Lonnie Shook CPA PLLC can help you with all of your individual tax needs. Our individual tax services include:
-Individual income tax planning
-Individual income tax preparation
-IRS and NCDOR problem resolution and representation
Businesses have a wide range of taxation from sales to income tax. Don’t get in over your head trying to keep up with the constantly changing rules, regulations, and laws governing payroll, sales, and income taxation. Lonnie Shook CPA PLLC spends many hours each year learning the new laws and researching current laws to find ways for your business to save money. Our Business tax services include:
-Sales and use tax reporting
-Payroll tax reporting
-Business income tax planning
-Business income tax preparation
-IRS and NCDOR problem resolution and representation for payroll, sales, and income tax issues
Are you looking to do your own bookkeeping but need help figuring out how to work QuickBooks? Maybe you just need someone to help with the month end reconciliation and cleanup of your QuickBooks. Lonnie Shook CPA PLLC offers assistance with all versions of current QuickBooks software. We are also wholesalers of QuickBooks Online and can offer you a discount from the rate charged by Intuit. Our QuickBooks services include:
-Help to identify the best version of QuickBooks for your business
-QuickBooks set-up and installation
-On-site training your staff to use every aspect of QuickBooks
-Set up or change your chart of accounts to meet your company’s needs
-Mapping your accounts for tax preparation to save you time and money
-Creating customized templates for financial documents such as invoices and purchase orders
-Setting up online downloads from your financial institutions
-Reviewing your QuickBooks file for accuracy
-Providing all the ongoing support you need
The staff of Lonnie Shook CPA PLLC is committed to providing high quality professional service to every client. Our goal is your satisfaction and your success. Each member of our accounting staff is a degreed professional and has multiple years of accounting and tax experience.
Lonnie Shook Jr CPA EA
Lonnie Shook is a CPA and owner of Lonnie Shook CPA PLLC. Lonnie has been in working in public practice since 2002 and began his own firm in 2018 after acquiring Lou Bond CPA PA. Lonnie has many functions in the firm including tax preparation, payroll generation and tax compliance, bookkeeping, and managing the firm. Lonnie became a licensed CPA in 2016. Lonnie graduated with high honors from Gardner-Webb University with a Master of Accountancy degree. He also holds a Bachelor’s degree in Accounting from Gardner-Webb University. He was invited to be a member of the business honor society Delta Mu Delta, the national honor society of Alpha Sigma Lambda, and the two-year honor society of Phi Theta Kappa. He is also a member of the AICPA and NCACPA. Additionally, Lonnie holds an Enrolled Agent license issued by the Internal Revenue Service. After three years of training, Lonnie became a Certified National Tax Practice Institute (NTPI) Fellow in 2014.
When he’s not behind his desk crunching numbers, Lonnie enjoys spending time with his wife and 4 children and loves to vacation with them. Lonnie also enjoys cooking for his family and friends and volunteering at church. Lonnie teaches the Cubbies group in AWANA at Tri-City Baptist Church and adores all of his little Cubbies. Lonnie loves the Lord and loves to serve Him and teach His word.
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2009 Frye Ave
Hickory, NC 28602