Status: Tax/Financial Planner (28)

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  • Logoname

    Elite Tax and Financial Services, LLC

    Tax & Financial Services is your full service tax office. We prepare your Quickbooks and we cover all aspects of tax. We are dedicated to assisting our clients with various Tax and Financial strategies and help individual taxpayers and business owners, "keep more of what they make". YSotY_2013We can: Gather your receipts and enter into Quickbooks, reconcile and let you know your income and expenses as the year progresses Prepare your Individual and small business tax returns Do you owe money to the IRS or the State, we can prepare an "Offer in Compromise" Set you up on Installment payments Prepare prior year returns Amended returns Find you an affordable life insurance policy Help you get the most on your investments We offer our services to the Raleigh, Wake Forest, Youngsville, Franklinton, Henderson, Rolesville and Creedmoor areas. We have Enrolled Agents that are licensed by the Department of Treasury and represents clients in front of the Internal Revenue Service. Only EA's, Attorneys and CPA's may represent taxpayers without limitation before the IRS. EA's advise and represent taxpayers before the IRS who are being examined, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. We are a one - stop - shop. We have Certified Quickbooks Proadvisors on staff. We are here to scan your receipts and upload them to a cloud for your access anytime, anywhere. We will reconcile your bank statements with your Quickbooks that we have kept up with on a monthly basis. You will always know where you are in your business. We're here to help you resolve your tax problems. We pride ourselves on being very efficient, affordable, and of course, extremely discrete. If there are any documents you need to send me, then we have a secure portal to send those documents back and forth.

    Tax/Financial Planner
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    Fryar Financial, LLC

    About Our Firm For years, Fryar Financial, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from tax management, accounting and payroll services to more in-depth services such as employee benefits management, strategic planning and CFO services. Fryar Financial, LLC is one of the leading firms in and throughout North Carolina. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals and business consultants, and work ethic is the reason our client base returns year after year. Our Mission Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Fryar Financial, LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the Durham business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the Triangle. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Fryar Financial, LLC receive competent and timely advice

    Tax/Financial Planner
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    Perkins, Lund, Collar & Associates, PLLC

    Raleigh CPA Firm PLC Rouse Norton, PLLC Certified Public Accountants Raleigh NCFor years, PLC Rouse Norton, PLLC has been providing quality, personalized financial guidance to local individuals and businesses. PLC Rouse Norton, PLLC’s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

    Tax/Financial Planner
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    Mark Vitek CPA, P.A

    Relationship-Based CPA Services to Successful Businesses & Individuals Let us help you build your own success story. We welcome you to the Raleigh, North Carolina CPA Firm of Mark Vitek CPA, P.A. Since 1982, Mark Vitek CPA, P.A. has specialized in providing tax, accounting, and auditing solutions to successful small and medium sized businesses, their owners, and successful individuals from the mountains to the coast of North Carolina. From outsourced CFO/bookkeeping services like provided at the beginning of Red Hat Software in 1995 to providing cutting edge, cloud-based accounting and tax services today, let our experienced CPA firm help you or your business grow by helping you make more money, be more efficient, and pay less taxes. Every person's situation is different, so we care about helping each person's situation and where they are. Our team works well/has experience with fast-paced entrepreneurs, executives and their finances. Our firm is a member of CPA Connect, an affiliation/companion network to CPA America International, an international network of select local CPA firms who put quality first. Whether helping you prepare your individual, estate or business tax return or planning for your retirement, with Mark Vitek CPA, P. A., you can have the resources of a larger firm, but you can receive the personal touch that you have come to expect from our firm.

    Tax/Financial Planner
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    Sloan Financial Group

    Angela Sloan, President and owner of Sloan Financial Group, and her team of associates have dedicated themselves to helping clients secure their financial future. Angela’s responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement portfolio, even during turbulent financial times. Through Angela’s vision, Sloan Financial has grown to provide an integrated suite of products and services to ensure each client’s complete financial wellbeing. With our main office in Clover, and a satellite office in Charlotte, Sloan Financial is committed to serving and educating residents of York County and the surrounding Charlotte metro area by offering complimentary educational programs throughout the Carolinas. Sloan Financial is the areas only full service financial firm offering investments, financial planning, tax services and insurance. Together, these products and the services we provide help to provide assurance that your financial future is protected and on track for success. Follow the links below for more information, or contact us now for a complimentary meeting to see how Sloan Financial can help you secure your financial future. Products and Services The Sloan Difference Being A Client

    Tax/Financial Planner
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    Provision Wealth Management, Inc.

    Provision Wealth Management, Inc. is a Registered Investment Advisor. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for financial planning services or the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional and/or attorney before implementing any strategy discussed on this site.

    Tax/Financial Planner
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    Heyward CPA

    We are a Durham, North Carolina CPA Firm providing local businesses and individuals with tax and accounting services. We work hard to reduce your expenses, maximize income and minimize taxes.

    Tax/Financial Planner
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    B & A Financial Services

    Your One-Stop Financial Services Center 1040 and Refund Check Success in your finances doesn't just happen by itself. You have to make it happen with sound financial planning and education. Our desire is to assist our clients with meeting their financial goals through proper planning, which should include these six main areas: 1. Money Management / Cashflow Planning 2. Insurance Planning 3. Investment Planning 4. Retirement Planning 5. Income Tax Planning 6. Estate Planning Spend Some Time Explore our Online Office. There are many different ways to use the services here. You can: Learn about the many services that we offer by clicking the Services tab above. Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Stay Alert to tax and accounting news by reviewing the client newsletter. Register Your e-mail Address to receive important announcements through Service PLUS! Link to a variety of other helpful sites listed under Links. Review Tax and Financial Topics of Interest in the Additional Pages section of our site Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you. Visit often as additional news and helpful information will be continually added in an effort to serve you better.

    Tax/Financial Planner
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    BURNS & BYNUM, CPA PA

    Take advantage of promising business opportunities. And potential business challenges. Increase the value of your assets. And recognize which ones are truly valuable. This is the essence of optimization. This is what drives Burns & Bynum. For everything from strategic business consulting to tax return preparation to attestation services, we combine our extensive knowledge of traditional CPA and accounting services with innovative approaches to financial consulting – to develop and implement a focused plan that puts you or your business in the most advantageous position possible. That’s how we see things. Let’s talk about you.

    Tax/Financial Planner
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    Thomason Financial Services LLC Accounting

    Thomason Financial Services, LLC specializes in business consulting, tax planning and preparation, and financial planning services with an emphasis on small business operations and their owners. Our principal has more than 30 years of public accounting practice, private industry experience and personal financial planning services.

    Tax/Financial Planner

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