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Best Small Business Tax and Bookkeeping Services in Greenville (2026)

Six Upstate firms that keep a small business's books and prepare its tax returns under one roof, and what to check before you hand over both.

Published by Elite Pro-Tax & Financial Services, which lists itself first. The other firms did not pay to appear and have no business relationship with us. They are described from their own websites; confirm services and details with each firm directly.

Most small business tax problems start in the books. A return can only be as accurate as the ledger behind it, and when bookkeeping and tax preparation sit with different people, figures get re-keyed, year-end adjustments get missed, and questions bounce between offices in the weeks before a deadline.

This list is for owners who want one provider for both jobs. Every firm below says on its own website that it offers bookkeeping or monthly accounting and business tax preparation. If you only need the books kept, our bookkeeping page explains what a monthly engagement covers. For the calendar every business in the state works to, see South Carolina tax deadlines.

How we put this list together

We included firms in the Greenville area whose own sites list both bookkeeping and business tax work. When comparing combined services, look at:

  • Entity coverage: can they prepare the return your business actually files, whether a Schedule C, partnership return or S corporation return?
  • Year-round contact: does the relationship continue between filing seasons, including estimated payments and planning?
  • Payroll: are quarterly payroll returns and year-end W-2s and 1099s part of the package or a separate engagement?
  • Formation and elections: can they help when you form an entity or consider an S corporation election?
  • Problem resolution: what happens if a notice arrives, and who actually responds to the IRS or SCDOR?

1. Elite Pro-Tax & Financial Services

Easley · business and individual tax, bookkeeping, payroll

Best for owners who want their books, payroll, business return and personal return prepared in one office

Elite Pro-Tax, founded by Greenville native LaToya Clark-Thompson, prepares federal and South Carolina returns for individuals and small businesses, including self-employed filers and S corporations. The same office provides monthly bookkeeping with financial statements, full-service payroll as an add-on, sales tax filing and year-round tax planning.

  • Helps with LLC and corporation setup in South Carolina and with S corporation setup, including reasonable-salary guidance
  • For IRS or SCDOR notices, it prepares returns, gathers documents and coordinates; representation is handled by an independent licensed CPA it partners with
  • Meet at 207 Siloam Road, Suite B, Easley, or work fully online through a secure client portal

Contact Elite Pro-Tax

2. Arthurs & Company CPA, LLC

Greenville · CPA firm, small business accounting and tax

Best for small businesses that want monthly or quarterly statements plus unlimited consultations

Arthurs & Company is a CPA firm on Roper Creek Drive in Greenville. Its small business page describes monthly or quarterly bank reconciliation, income statements, balance sheets and general ledger maintenance, with unlimited consultations, and says services can be customized to add payroll and tax planning. The firm also prepares tax returns and offers financial consulting.

Visit Arthurs & Company CPA, LLC

3. Stevenson Tax & Accounting

Greer and Simpsonville · tax preparation, bookkeeping, tax resolution

Best for businesses on the east side of the county that want two office options

Stevenson Tax & Accounting is a family-owned firm with offices on East Suber Road in Greer and South East Main Street in Simpsonville. Its site lists individual and corporate tax preparation, tax planning, full-cycle bookkeeping, financial statement preparation, bank reconciliation, budget preparation, business organization and tax resolution services, including offers in compromise.

The firm says it serves businesses of any size across the Upstate and clients in more than 20 states. Its site also notes that David Stevenson is the Endorsed Local Provider for tax services in the Upstate for the Dave Ramsey Show.

Visit Stevenson Tax & Accounting

4. Jennings Cook & Company, CPAs

Greenville · CPA firm, bookkeeping, tax, audits, business formation

Best for growing businesses that may later need reviewed or audited financial statements

Jennings Cook & Co. has served the Upstate since 1965. Its entrepreneurial services include new business formation and initial filings with the IRS, the Secretary of State and the Department of Revenue, monthly bookkeeping, income tax return preparation, quarterly payroll tax returns, and annual W-2s and 1099s.

Because the firm also performs audits, reviews and compilations, it can be a fit for a business that expects a lender or licensing agency to ask for financial statements with a stated level of assurance.

Visit Jennings Cook & Company, CPAs

5. Trailside CPA

Travelers Rest · CPA firm, small business accounting, tax, payroll

Best for owners north of Greenville who prefer face-to-face meetings

Trailside CPA is on North Poinsett Highway in Travelers Rest. Its site lists tax planning and preparation, small business accounting, bookkeeping and payroll processing, and a separate practice area in accounting for utilities. The firm describes its approach as personal and collaborative, with face-to-face meetings and accessibility.

Visit Trailside CPA

6. SP Multi Services LLC

Anderson · tax, bookkeeping, payroll

Best for Anderson-side businesses and clients who want support in Haitian Creole

SP Multi Services is a woman-owned firm in Anderson that serves individuals and small businesses across Anderson, Greenville and the Upstate. Its site lists business and personal tax preparation, sales tax, nonprofit tax, tax planning, bookkeeping and payroll, and says the firm is QuickBooks certified. Support is offered in English and Haitian Creole, with online appointments and onsite service.

Visit SP Multi Services LLC

Why one provider for books and taxes

When the person closing your books also prepares your return, several things get easier. Depreciation entries match the return. Payroll figures on the W-2s tie to the ledger. Owner draws, distributions and shareholder loans are classified correctly all year instead of being sorted out in March. And quarterly estimated tax payments can be based on actual year-to-date profit rather than a guess.

The trade-off is concentration: one firm holds everything. Ask how they back up your data, who covers when your contact is out, and how you get your files if you ever leave.

Questions to ask at the first meeting

  1. Which business returns do you prepare in-house, and which do you refer out?
  2. Who does my monthly bookkeeping, and who reviews it before the return is prepared?
  3. Is payroll included, and do you file the quarterly and year-end payroll forms?
  4. How do we meet between filing seasons to plan for estimated payments or an entity change?
  5. If I receive an IRS or SCDOR notice, who responds, and are they authorized to represent me?

Our list of questions for a tax preparer goes further if you are interviewing several firms.

Frequently asked questions

Is it better to use one firm for bookkeeping and taxes?

For most small businesses it saves time and reduces errors, because the figures on the return come straight from books the same office already reconciled. It is not required. If you keep separate providers, have your bookkeeper deliver a year-end package with reconciled statements, a fixed asset list and payroll totals so your preparer is not rebuilding the numbers.

Which tax return does my small business file?

It depends on the entity. A single-member LLC or sole proprietor usually reports on Schedule C with the owner's personal return, a multi-member LLC generally files a partnership return, and an S corporation files Form 1120-S. South Carolina has its own business returns and deadlines. Our business structures explainer walks through the options before you choose.

When should a small business talk to a tax preparer?

Before year-end, not after. Planning conversations in the fall can still change the outcome, for example by timing equipment purchases, adjusting estimated payments or reviewing an S corporation election. After December 31, most choices are fixed and the work becomes reporting. Our year-end tax planning checklist covers what to review.

Can a bookkeeping and tax firm handle IRS notices?

Many can help you understand a notice, gather records and file missing or corrected returns. Representing you before the IRS or SCDOR is different: it requires an authorized representative such as a CPA, enrolled agent or attorney. At Elite Pro-Tax, representation is handled by an independent licensed CPA the firm partners with. See what to do about an IRS notice.

Not the question you had? The full tax FAQ covers more ground, and our client reviews say what the work is actually like.

Where Elite Pro-Tax can help

Tax Preparation

Federal and South Carolina returns for individuals, families and business owners.

Learn more

Bookkeeping

Clean monthly books, reconciled accounts and reports you can actually use.

Learn more

Tax Planning

Year-round strategy so the return in April reflects decisions made all year.

Learn more

Payroll Services

Full-service payroll with tax filings, direct deposit and year-end forms.

Learn more

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9 Questions to Ask Before Hiring a Tax Preparer

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Quarterly Estimated Taxes: A Complete Guide for SC Business Owners

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