Individual Tax preparation - Form 1040 along with associated schedules C, E, and F if applicable, along with the associated state returns.
Business Tax preparation - Form 1120 Corporation, Form 1120S S-Corporation and 1065 Partnership returns along with the associated state returns
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can generate.
We provide QuickBooks Set-up and Training for individuals and businesses to help you save time and money to allow your company to grow more efficiently
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis for tax preparation. We support QuickBooks and other accounting programs.
We’re dedicated to our clients.
Whether you're preparing personal taxes or small business taxes, completing it yourself can be a serious burden and put you at risk for missed deductions and credits. Also our tax planning services to both businesses and individuals is designed to minimize tax liabilities and maximize after-tax income.
We are committed to helping you achieve your Financial, Tax and Retirement goals. We specialize in wealth management and other facets of retirement planning. Let us show you how we can make a difference. Call us today at 919-467-1701 and let us discover how we can make a difference for you
105 Salem Towne Court, Apex, North Carolina 27502, United States
January - April 15
Monday - Thursday: 9am - 6pm
Friday: 9am - 5pm
May - December: By appointment