Friends of the Firm

After solving U.S. tax code together, you aren’t just a client, you are a true friend.

Our Friends

You don’t go through the tax trenches together and not become friends for life. We truly enjoy what we do which means we enjoy working with you. Below are just a few friends who we’ve worked with in our past and current lives!

Morgan & Perry Law

Real Estate, Business, & Estate Planning, Full-service Small Town Attorneys

Comfy Florals

Comfy Florals is a sustainably-focused design studio creating lush, botanically diverse seasonal floral arrangements highlighting the Piedmont’s finest locally grown flowers.

Tru Blue Roofing

Locally owned and operated roofing company that offers full service, high-quality materials, and a long warranty.

Nans School of Dance – Raleigh

We’ve been helping kids and teens share the love of dance since 1975. Nan’s is a place for your dancer to grow and establish self-discipline and self-confidence while also having fun!

Innovative Martial Arts Academy

Family-Focused Dojo. High-energy classes for all levels & ages. Voted as Best of the best in Wake Forest 10 Years running. Veteran-owned business.

Oak City Properties

We’ve streamlined the experience of purchasing and owning investment properties through a trusted and reliable mindset built on decades of measured success.

Big Red Dog Marketing

Helping small and mid-sized businesses compete and scale through lead generation, brand awareness, & digital marketing. Let us unleash your potential.

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

The National Taxpayer Advocate Mid-Year Report

Every year, the Taxpayer Advocate Service submits a mid-year report to Congress that outlines serious problems facing taxpayers and makes recommendations on how to mitigate those problems. This article outlines the main takeaways from the report and solutions for the next filing season.

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How To Handle The IRS CP2000 Letter

Every year, thousands of people across America get a CP2000 letter from the IRS. In this article, we explain what the CP2000 process and how to handle the IRS. We also outline the exact filing steps to combat a CP2000 letter.

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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
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