Elite Tax and Financial Services, LLC

Tel: 919-554-9400

Elite Tax and Financial Services, LLC

Welcome! We are an office including Enrolled Agents offering a full-service Tax, Bookkeeping & Financial firm.

                             ALERT!!     If you are a new client please call us.  We will not answer emails due to                 IDENTITY THEFT that is happening with emails. 

                 Elite 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.

 

                                                                                   

                          

Lisa K. Eyrolles, Enrolled Agent has participated in

WRAL's Tax Pros On Call for 5 years