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

Because of COVID 19 and the ever changing ways of doing business, we are trying to protect our clients as well as our employees. We can handle any tax situation without meeting face to face. We have a slot in the door to drop off your tax items.

At this point, we are not accepting any NEW tax preparation clients

Please check back after April 15, 2021

Please upload or drop off tax documents early. Extensions will be filed after March 15th and a deposit of $100 will be collected and applied toward tax preparation fee.

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".

We 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 (under $200k revenue)
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 have qualified staff to handle Quickbooks matters. We are here to scan your receipts and provide you with a USB of the whole years data. We will reconcile your bank statements with your Quickbooks that we have kept up with on a monthly basis. We offer paying your sales tax for your business 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.

We need all clients to fill out a client form. This can be found under the "forms and tools" tab. The first GREEN link is the client form, engagement letter and Audit Protection offer. This needs to be filled out completely then submitted back to us. Make sure you verify your email address then we can retrieve it. Once we print your "Client Info" form then we will send you a link to create a password for a portal. This does not happen automatically, we will send it during working hours. You can upload documents in the portal. PLEASE notify us when everything has been uploaded and we can get started as soon as we get everything.

Stay Alert to tax and accounting news by reviewing the client newsletter

Review our Tax and Accounting offerings in the Services section of our site

This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.

In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.

While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.

Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.

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Because of COVID 19 and the ever changing ways of doing business, we are trying to protect our clients as well as our employees. We can handle any tax situation without meeting face to face. We have a slot in the door to drop off your tax items.

At this point, we are not accepting any NEW tax preparation clients

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