Tax Preparation, Planning, & Business Accounting Services

Professional tax accountants serving individuals and businesses from North Carolina and all over the United States with passion, precision, and creativity....but without the neckties.

About Us

Our Philosophy

Ben Franklin said it best. “An investment in knowledge always pays the best interest.” We believe an investment in our tax and business accounting services should not only yield an accurate tax return, but also a confidently informed client.

Professional in our handling of your tax and accounting matters, but personable with our clients.


Our Mission

If you are an individual or sole proprietor – or – if you operate a partnership, small business, corporation, estate or trust needing federal or state returns prepared, our goal is to provide accurate, on time tax preparation and accounting services to individuals and business owners with an emphasis on communication and a superior client experience.

Our Humble Brag

Many of our clients have been kind enough to share the positive experiences they’ve had working with us. We’re proud to share those with you. Our goal is to earn your praise as well.

Our Blog

What We’re Talking About

Cary Tax is Fully Booked but Still Here to Help

Tax season in full swing, Tax Advisor of Cary is fully booked until the April 18th deadline, but that doesn’t mean we can’t help! In this article, we will outline ways to request an automatic extension from the IRS and NCDOR so that we can help at a later date.

Read More


A RELATIVELY NEW FEATURE ON THE FINANCIAL LANDSCAPE Crypto currencies are a relatively new feature on the financial landscape. Because of their novelty, there has been a lot of speculation and, frankly, wishful thinking regarding how the IRS would treat these currency transactions. Many provisions, e.g., “wash sales” and tax lot treatment, have not yet

Read More

Thinking of Selling Your Home?

Thinking of Selling Your Home? Understanding the Home Gain Exclusion: One of the largest tax breaks available to most individuals is the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Making the assumption that this gain exclusion will always keep you safe from tax can

Read More
Contact Us

Let’s Get in Touch

We appreciate the opportunity to be of service. Use the form below to request more information. We will get back to you within 24 hours. We look forward to meeting you, whether virtually or in person!
Contact Us

Phone: 919-463-7588
Fax: 919-400-4272
219 E Chatham St Suite 200 Cary, NC 27511
Scroll to Top