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We are currently not accepting any new clients.
We will not answer any emails asking if we are accepting new clients. We will not click on any links in any emails. Please don't send us sensitive information via email.
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Tax & Financial Services Tax provides tax CPR - Communication, Preparation and Representation. 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".
WE ARE ACCEPTING REPRESENTATION CLIENTS!
IF YOU HAVE ISSUES WITH THE IRS OR "ANY" STATE DEPARTMENT OF REVENUE THEN WE CAN HELP.
We can:
- Prepare your Individual and small business tax returns (under $200k revenue)
- We are no longer taking any S Corp, Partnership or Non Profit Clients
- We can assist in any letter from the IRS or any state department of revenue
- If you prepared your taxes yourself and would like to know if you did it correctly, then we can do a "look back review". $150 for current year and $200 for the current plus 2 years prior "look back review".
- 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
- Penalty Abatement
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're here to file tax returns and help you resolve any of 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. Please call the office in order for us to be able to send you a link to set up a password to your own portal.
