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

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

January 8, 2022

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

May 17, 2016

IRS PIN Announcement: DO NOT THROW OUT

Identity theft PINs are for 2015 not 2014 If you are one of the unfortunate victims of IRS identity theft you will need a one-time PIN to file your tax return. Without this numeric identifier your 2015 tax return will be rejected. The IRS issues taxpayer victims this PIN in a written notice. What has

January 25, 2016

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 Preperation

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