TAX • ACCOUNTING • BUSINESS SUPPORT

Clear numbers.
Confident decisions.

Personal attention for your taxes. Practical support for your business. Accounting that helps you move forward.

For individuals, business owners,
and the people building what’s next.

Individual & business taxesBookkeeping & accountingPayroll supportYear-round planning

HOW WE CAN HELP

Support for every
stage of your finances.

From filing your return to keeping your business organized, find the accounting support that fits your needs.

01 / TAX

Individual Tax Preparation

Federal and state income tax preparation for individuals, including multi-state returns.

02 / TAX

Business Tax Preparation

Tax return preparation for LLCs, partnerships, S corporations, C corporations, and other business entities.

03 / ACCOUNTING

Bookkeeping & Accounting

Ongoing support to keep your books organized, your records accurate, and your finances easier to understand.

04 / BUSINESS

Payroll Services

Payroll processing and related payroll tax support for small and growing businesses.

05 / PLANNING

Tax Planning

Year-round planning to help individuals and businesses prepare ahead and make informed tax decisions.

06 / BUSINESS

New Business Setup

Help getting your financial records and tax setup organized as you start your business.

ALSO HERE WHEN YOU NEED US

IRS & Tax Notice Assistance

Support understanding and responding to IRS and state tax notices, so you can address the next steps with clarity.

ABOUT THE FIRM

Tammy R DaltonCPA

Experience you can rely on.
Attention you deserve.

With more than 20 years of experience, Tammy R Dalton, CPA provides tax and accounting support for individuals and businesses.

The focus is straightforward: understand your needs, keep your finances organized, and help you prepare for what comes next.

See how we work

OUR APPROACH

Good accounting starts
with understanding you.

A practical process, a personal relationship, and support that extends beyond tax season.

01

Start with your needs

We begin with your situation, your questions, and the support you’re looking for.

02

Bring things into focus

Organized records and a clear understanding of your finances help guide the work ahead.

03

Plan for what’s next

Stay prepared for filings, business needs, and decisions throughout the year.

GETTING STARTED

A little preparation.
A clearer next step.

Gather these items before your first conversation to help make the most of your time.

What to have ready

  • Your most recent tax return
  • Current income and expense records
  • Any IRS or state tax notices
  • Your business details, if applicable
  • Your questions and accounting goals

Discuss a secure way to share sensitive documents with the firm before sending them.

COMMON QUESTIONS

A few helpful answers.

Do you prepare both individual and business returns?

Yes. Services include federal and state individual returns, as well as returns for LLCs, partnerships, S corporations, C corporations, and other business entities.

Can you help outside of tax season?

Yes. Bookkeeping, payroll support, and tax planning help individuals and businesses stay organized throughout the year.

What if I received a tax notice?

Keep a copy of the notice and note its response deadline. The firm can help you understand the notice and work through the steps needed to respond.

CONTACT THE FIRM

Let’s talk about
what you need.

Call Tammy R Dalton, CPA to discuss tax preparation, accounting support, or your business’s next steps.

Call 304-381-2763
PHONE304-381-2763
OFFICE
3138 Earl L Core Rd
Morgantown, WV 26508
Get directions