Business Hours

1241 S. Main St. #21 (we have moved to new suite, same business park)
Wake Forest , NC  27587

Phone: 919-554-9400

Email:  lisa@elitetaxandfinancial.com

Office Hours                                                                               

Currently closed for "in office" appointments                                              

Someone is in the office the following days and times:                             

Starting Feb 1, 2021      Monday - Friday 10-4pm and Saturdays 10-3 

Our hours will be extended as clients start dropping off their tax data

Extensions will be filed for any clients not providing us all documentation by March 15th, 2021.   

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We work hard during tax season to serve our clients well.  During non tax season is when we spend time with our families and take our tax courses so we can better serve you.  

If you can't reach someone at the office please leave a message as we check these messages often and will call you back or text you, within 1 business days.    

In the past before COVID 19, after April 15th, we would accept appointments anytime Monday through Saturday and occasionally Sundays.  We wanted to fit everyones schedule so if we had to come in on a scheduled day off, we would have.   But times have changed.   So when clients receive letters from IRS or NC state department of revenue, these letters have to be handled in a timely manner and we are willing to do whatever it takes to get you taken care of.  Please contact us by email at lisa@elitetaxandfinancial.com and let us know what your issue is.  We will send you a link so you can create a password for our portal to exchange documents back and forth.  So we would need your first and last name and email address.  THANK YOU!

                     My office may be closed at various times during the week due to Continuing Education classes.  

Find Us

1241 S. Main St. Suite 21, Wake Forest, NC 27587


lisa@elitetaxandfinancial.com

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