How We Serve Your Business & Personal Tax Needs

Our services are designed to alleviate your heartache during tax preparation time and year-round.

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Individuals

Tax Preparation

Have your federal and state tax returns prepared by our willing, able and excited group of accountants. What could be your demise is our alive and thrive! We work with sole proprietors, partnerships, corporations, estates and trusts. Gift tax returns are also in our tax prep wheelhouse. Individual tax returns start at $375.

Individuals

Tax Planning

In a perfect world, you want to minimize your tax burden, now and into the future. Do you have enough withholdings to avoid tax estimate underpayment penalties? Are you planning for a capital liquidation event? What are your short- and long-term goals? What do you hope to achieve with your wealth? We have the A’s to your Q’s.

Business Services

New Business Consulting

From choosing your business structure (partnership, LLC, S-Corporation, etc.) to identifying all of the necessary state registrations, we’ll help you get your company going and tax compliant.

Business Services

Our Business Services Package

As a business owner, you are faced with constantly and quickly changing global tax environments, changing business conditions within your business and increased demands for transparency. The good news? Your business taxes and accounting needs do not have to cause you undue stress. We’ll handle everything for you.

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

Tax Year 2021 – Hurricane Ian Tax Extension

IRS issues emergency tax year 2021 extension for FL NC & SC

October 13, 2022

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.

July 7, 2022

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.

June 15, 2022

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!

About Our Firm

Our Team
Careers

Our Services

Individuals

Tax Planning
Tax Preparation

Businesses

New Business Consulting
Business Services Package

Phone: 919-463-7588
Fax: 919-400-4272

Address

219 E Chatham St Suite 200 Cary, NC 27511