Mark Dalton & Co Inc - Kannapolis, North Carolina

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Introduction to Mark Dalton & Co Inc

Mark Dalton & Co Inc is a trusted financial services firm specializing in accounting, bookkeeping, and tax preparation. Located at 1422 S Main St, Kannapolis, NC 28081, the company has established itself as a reliable partner for individuals and businesses seeking professional financial management. With a strong focus on accuracy and efficiency, Mark Dalton & Co Inc leverages modern technology to streamline services, setting it apart from traditional accounting firms that may rely on outdated methods. The company's commitment to excellence is reflected in its positive client feedback, earning an average rating of 4/5 across 13 Google My Business reviews, which underscores its dedication to client satisfaction and reliability.

Founded with the mission to simplify complex financial tasks, Mark Dalton & Co Inc has grown to serve a diverse clientele in the Kannapolis area and beyond. The firm's services are designed to meet the unique needs of each client, offering personalized solutions that address everything from basic bookkeeping to comprehensive tax filing. By emphasizing technological advancement and user-friendly processes, the company ensures that clients can trust them with their financial affairs, knowing that their data is handled securely and efficiently. For those looking to optimize their financial operations, Mark Dalton & Co Inc provides a seamless experience that combines expertise with accessibility.

Services Offered

Accounting Services

Mark Dalton & Co Inc excels in providing comprehensive accounting services that form the backbone of sound financial management. These services include financial statement preparation, budgeting, forecasting, and financial analysis, enabling clients to gain clear insights into their financial health. The firm's accounting expertise extends to both personal and business needs, making it an ideal choice for individuals managing their household finances or businesses handling complex transactions. By utilizing advanced accounting software, Mark Dalton & Co Inc minimizes errors and enhances accuracy, ensuring that clients receive reliable financial reports that support informed decision-making. This approach not only saves time but also reduces the burden on clients, allowing them to focus on other priorities while the experts handle the details.

In addition to standard accounting tasks, the company offers advisory services that help clients navigate financial challenges and opportunities. For instance, they assist with tax planning to maximize deductions and minimize liabilities, ensuring clients are always prepared for tax season. The team at Mark Dalton & Co Inc stays updated on the latest tax laws and regulations, providing valuable guidance that keeps clients compliant and ahead of potential issues. This proactive approach to accounting services has made the company a go-to resource for many in the community, with clients often highlighting the efficiency and friendliness of the staff, as noted in various reviews.

Bookkeeping Services

Bookkeeping is another core strength of Mark Dalton & Co Inc, providing essential services for maintaining accurate financial records. The firm offers both online and offline bookkeeping solutions, catering to clients with varying preferences and needs. Their bookkeeping services include transaction recording, bank reconciliation, invoicing, and expense tracking, ensuring that financial data is organized and accessible. By automating many of these processes, Mark Dalton & Co Inc helps clients avoid the pitfalls of manual bookkeeping, such as errors or lost documents. This technological edge allows for real-time financial monitoring, giving clients a clear picture of their cash flow and expenditures.

For small businesses and freelancers, the bookkeeping services at Mark Dalton & Co Inc are particularly beneficial, as they can handle everything from daily transactions to year-end summaries. The company emphasizes the importance of timely and accurate bookkeeping, which is crucial for maintaining good standing with lenders, investors, or tax authorities. Clients appreciate the attention to detail and the use of digital tools that reduce the risk of human error. As one review points out, the firm's commitment to technological advancement sets it apart, with many users noting that they no longer have to deal with the inefficiencies of paper-based systems, leading to a smoother and more error-free experience.

Tax Preparation Services

Tax preparation services from Mark Dalton & Co Inc are renowned for their precision and efficiency, helping clients navigate the complexities of tax filings with ease. The company specializes in federal, state, and local tax returns, ensuring that clients maximize their refunds and minimize their liabilities. Their team of experienced tax professionals keeps abreast of changing tax codes, providing up-to-date advice that saves clients time and money. Whether it's simple individual returns or more complex business taxes, Mark Dalton & Co Inc delivers tailored solutions that address specific financial situations.

One of the standout features of their tax services is the use of advanced software, which allows for faster processing and fewer mistakes compared to traditional methods. This technology-driven approach ensures that clients receive high-quality service without the delays often associated with manual tax preparation. Many have praised this aspect, highlighting how it sets the firm apart from competitors who still rely on paper returns. Additionally, Mark Dalton & Co Inc offers strategic tax planning to help clients reduce their taxable income and take advantage of deductions, contributing to long-term financial health. With a focus on accuracy and client education, the firm empowers individuals and businesses to make informed decisions about their taxes.

Location and Accessibility

Mark Dalton & Co Inc is conveniently located at 1422 S Main St, Kannapolis, NC 28081, making it easily accessible to clients in the area. Kannapolis, a city in North Carolina, offers a mix of residential and commercial opportunities, and the company's location places it within a strategic hub for local businesses and services. The building features a wheelchair accessible entrance, ensuring that all clients, regardless of mobility, can enter and utilize the services without barriers. This commitment to accessibility reflects the company's dedication to inclusivity and customer care.

In addition to wheelchair access, the parking lot is designed to be wheelchair accessible, with designated spaces that provide easy access to the premises. This thoughtful design caters to a diverse clientele, including those with disabilities or mobility issues, making visits comfortable and stress-free. The Kannapolis location is well-connected, with nearby amenities and transportation options available for those who prefer to drive or use other forms of transport. For clients who value convenience, the firm's proximity to key areas in North Carolina facilitates easy commutes, whether for in-person consultations or routine check-ins.

Recommendations and Client Feedback

Client feedback consistently highlights the strengths of Mark Dalton & Co Inc, with many expressing high levels of satisfaction based on their experiences. The company has received 13 reviews on Google My Business, averaging a 4/5 rating, which speaks volumes about its reliability and service quality. These reviews emphasize the friendly and professional demeanor of the staff, who are known for their approachability and willingness to assist clients with any questions or concerns. The emphasis on technological advancement is frequently mentioned, as clients appreciate the modern tools used to ensure accuracy and efficiency in all services.

For instance, many reviewers have noted that the firm's use of software eliminates the inefficiencies of paper-based systems, leading to quicker turnaround times and reduced errors. This has resulted in a seamless experience for clients, who often report feeling valued and well-served. The company's reputation for excellence extends beyond mere technical proficiency; it also includes a strong emphasis on client relationships, with many praising the personalized attention they receive. As one review states, the team at Mark Dalton & Co Inc has been handling taxes for years with consistent great results, making it a trusted choice for long-term financial partnerships. This positive word-of-mouth has led to numerous recommendations within the community.

Tips for Potential Clients

For individuals or businesses seeking professional financial services, Mark Dalton & Co Inc offers a range of options tailored to specific needs. It is highly recommended to schedule appointments in advance, as the company suggests that reservations help ensure prompt service and avoid wait times. Appointments can be made by calling the office at 049322757 or through their website at markdaltoncompany.com. This proactive approach allows clients to discuss their requirements in detail and prepare any necessary documents beforehand, streamlining the process.

When visiting the Kannapolis location, clients should take advantage of the accessible facilities, including the wheelchair-friendly entrance and parking. The website provides additional resources, such as service descriptions and contact information, enabling clients to learn more about the firm's offerings before reaching out. For those prioritizing financial efficiency, the company's use of technology and modern practices is a key consideration, as it translates to higher accuracy and faster service. Overall, Mark Dalton & Co Inc stands out as a dependable partner for all things financial, combining expertise with a client-centric approach that fosters trust and satisfaction.

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"summary": "Mark Dalton & Co Inc provides accounting, bookkeeping, and tax services with a focus on technology and accessibility in Kannapolis, NC.",
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👍 Reviews of Mark Dalton & Co Inc