Welcome! We are an office of professional tax prepares including Enrolled Agents offering a full-service Tax, Bookkeeping & Financial firm.
We will not click on links in any email from anyone, client or not.
Please email us your name and email and we can set you up on Verifyle to exchange documents back and forth.
Too many phishing scams and we are always protecting client data.
New Office Hours are on the Business Hours Tab
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. We place those items in a plastic sleeve for 3 days before we start working on your tax return. We also need everyone that wants their tax completed by our company to click on the forms and tools tab and the first green link is the client form and engagement letter. This needs to be filled out completed and submitted back to us. Besure to verify your email. Then we can get started on your file. If we have any questions, the tax preparer will contact you and let you know when they have finished.
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.
ALERT!! If you are a new client please call us.
Lisa K. Eyrolles, Enrolled Agent has participated in
WRAL's Tax Pros On Call for over 5 years
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