Accounting and Professional Tax Services Located in Cary, North Carolina

  • Solid working knowledge of: U.S. Corporation taxation, Multi-State taxation, U.S. Pass-Through Entities (S Corporations, Partnerships and LLCs), Individual taxation, Section 382 changes in ownership, inventory, IRS practice and procedure.
  • Provide advice on acquisitions and dispositions, carryback claims, amended returns, installment agreements and offer in compromise.  Familiar with interest rate swaps and hedge fund investments.
  • Track record of providing prudent and trustworthy tax advice because I take the time to understand the underlying business and the greater context of commercial transactions.
  • Respected by owners and executives for accurate research and decisive advice.
  • Successful representation of corporations and individuals before the IRS and various state agencies.

Our Services

  • Tax Compliance and Consulting Services
  • Retirement planning and asset allocation
  • Accounting Assistance
  • Tax Controversy Services
  • Tax Projections and Year-End Planning
  • Business Structure
  • Reporting of Foreign Bank Accounts
  • Budget and Forecasting Assistance
  • Exit Strategy Planning and Execution

We are currently providing tax and accounting services to clients located in Raleigh, Cary, Apex, Durham, Sanford, Fuquay-Varina, Southern Pines and Holly Springs.  Please call us today to discuss your needs.