Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax services and professional know-how you’re looking for and can help you navigate your options.

Business Tax Return Preparation

the IRS is fully equipped to ensure compliance on your business tax return.

Innocent Spouse Relief

You are NOT responsible for the misdeeds of your spouse… if you know what steps to take.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Bonus Depreciation 2025 for Raleigh Business Owners

Did your social media feed feel like it turned into a tabloid this weekend?If it looked anything like mine, it was overrun by memes and parodies — thanks to a now-former CEO and an awkwardly timed moment on the Coldplay kiss cam. What followed was the kind of PR...
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Applying for a Business Line of Credit for Your Raleigh Business

I know, the chatter around the freshly minted One Big Beautiful Bill Act is a bit of a mixed bag. And while I'm not a tax professional, I keep a close eye on legislation like this because the ripple effects can seriously impact you as a business owner.So, before we...
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When Your Research Triangle Business Might Need a Valuation

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation.Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...
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Business Valuation: Knowing Your Research Triangle SMB’s Worth

Although it’s a relatively new federal holiday, Juneteenth carries with it a weighty significance.In the official declaration via the Emancipation Proclamation, Abraham Lincoln wrote:“I do order and declare that all persons held as slaves within said designated...
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Tax-Loss Harvesting: Why Research Triangle Investors Should Consider It 

If you were holding onto hope for Biden’s student debt relief package to shave off some of your student debt, looks like you’ll have to wait a little longer. SCOTUS still hasn’t reached a verdict. Though, they’re getting closer. And while getting some of...
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Alternative Small Business Financing Options for Research Triangle SMBs

I’ve talked to you before about the ERC scams running rampant and how to steer clear of them, but there’s a recent update worth mentioning:They’re also partially responsible for the IRS’s delay in issuing ERC refunds — especially for small businesses.And funds...
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William Barton’s Guide for Building an Emergency Fund

Seems like all we’ve dealt with the past few years, economically speaking, is a series of *emergencies*.Adjusting to this new normal, especially in terms of your checking account, and still maintaining a safety net for when unexpected costs arise, isn’t easy.Hard as...
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A Step-by-Step Guide to Business Loans

Ever feel like the whole world is taking a summer vacation except you?That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up...
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Win or Lose: The Scoop on Gambling Taxes for Research Triangle Betters

If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun one), or tuned into any mainstream sports event for that matter, you’ve probably been blitzed with DraftKings ads.It seems sports betting is more and more common these...
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Win or Lose: The Scoop on Gambling Taxes for Research Triangle Betters

If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun one), or tuned into any mainstream sports event for that matter, you’ve probably been blitzed with DraftKings ads.It seems sports betting is more and more common these...
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How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.

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