Elite Tax and Financial Services, LLC

Tel: 919-554-9400

Elite Tax and Financial Services, LLC

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                                                                               Office closed

Currently closed for in office appointments                                               May 29th - June 7th

Someone is in the office the following days and times:                             June 29 - July 5rd

Tuesday - Thursdays  10-5pm

Fridays 10-3pm

We have a drop slot in the door that you can drop off your tax items (in envelope please) and we will get them the next morning.

If you need to send us documents we will send you a link to make a verifyle login and password this is for your convenience to upload documents to us.  Just email us and let us know you need this set up, we will need first and last name and also your email.  You will then get an email asking you to set up a password for Verifyle.  


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 to Verifyle to exchange documents back and forth.  So we would need your first and last name and email address.  THANK YOU!


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

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