Friends of the Firm
After solving U.S. tax code together, you aren’t just a client, you are a true friend.
Our Friends

NC Solar Now
Solar Power is a big commitment. We are known as the most trusted solar power company because we take the time to educate, not sell, our customers on all the issues & advantages for their home.
- (919) 833-9096
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Tru Blue Roofing
Locally owned and operated roofing company that offers full service, high-quality materials, and a long warranty.
- (919) 589-7290
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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!
- (919) 803-6044
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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.
- 919-562-4663
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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.
- (919) 232-9222
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J & J Tent and Party Rental
Raleigh’s top choice for party and event rentals. Remember, no one covers your event like J&J Tent!
- 9199773691
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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.
- 919-926-8727
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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.
CRYPTOCURRENCY TAX BASICS
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
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
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