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

January 27th thru April 15th

Monday - Friday 10-6pm  We can stay later for scheduled appointments if necessary.

Saturdays 10-3pm

Sundays 12-3pm

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.

We are also working on setting up all clients on our secure portal for your convenience to upload documents to us.


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.    

After April 15th, we do accept appointments anytime Monday through Saturday and occasionally Sundays.  We want to fit your schedule so if we have to come in on a scheduled day off, we will.   It doesn't have to be during business hours.  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.

 After hours, please email me at lisa@elitetaxandfinancial.com


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

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