SERVING CARY & THE TRIANGLE

Tax, Insurance & Business Services, All Under One Roof

From tax returns and bookkeeping to health and life coverage and business formation, get personal, year-round guidance from one advisor you can trust.

4.9 stars from 30 Google reviews

HEALTH INSURANCE

Open Enrollment starts November 1

Marketplace coverage for 2027: November 1, 2026 to January 15, 2027. Enroll by December 15 to be covered from January 1.

Nov 1 – Dec 15
Best time to enroll

Coverage from January 1

Dec 16 – Jan 15
Still open

Coverage from February 1

After Jan 15
Special Enrollment

Life events only

How We Help

Practical, reliable support for individuals, families, and small businesses.
01

Tax Preparation & Planning

Accurate federal and state returns, plus year-round planning to reduce what you owe.

  • Individual & family returns
  • Small business & self-employed
  • LLC, S-Corp & partnership returns
  • Estimated payments
  • IRS notices & amended returns
02

Bookkeeping, Payroll & Accounting

Organized books and clear reports, so you always know where your business stands.

  • Monthly bookkeeping & reconciliations
  • Payroll processing
  • Financial statements
  • Year-end preparation
03

Health & Life Insurance

Coverage that fits your family and budget, explained clearly and without pressure.

  • ACA Marketplace health plans
  • Term & permanent life insurance
  • Dental & vision
  • Short-term, travel & visitor coverage
04

Business & Notary Services

Start your business correctly and keep it in good standing.

  • NC business registration (LLC, corporation)
  • Registered agent services
  • Notary public services in Wake County

How It Works

1

Book a free consultation.

Pick a time online or call the office. We talk through your situation, and you’ll know what’s involved and what it costs before committing to anything.

2

Share your documents securely.

Upload everything through the encrypted client portal, or drop it off at the Cary office. I’ll send a checklist so nothing gets missed.

3

I handle it, and stay available.

I do the work, explain the results, and file only once you’re comfortable. Questions later in the year are part of the service, not a new engagement.

Yogesh Parajuli, EA, owner of Triangle Tax and Insurance

WORK DIRECTLY WITH

Yogesh Parajuli, EA

IRS Enrolled Agent · About me →

One Advisor for Your Taxes, Business, and Coverage

From tax season to year-round planning, you get one trusted advisor for everything — not a hand-off between separate providers.

Federally Authorized

As an IRS Enrolled Agent, I’m federally licensed to represent you before the IRS in all 50 states — not just within one state’s borders.

Year-Round Support

Tax season is only the beginning. I’m here throughout the year for planning, bookkeeping, insurance changes, and any questions that come up.

Secure by Design

Your financial and personal information is protected with a secure client portal and industry-standard safeguards, every step of the way.

Local and Personal

Based right here in Cary, serving Wake County and the Triangle with real, one-on-one attention — never a call center.

What Clients Say

4.9 from 30 Google reviews

Guides and resources

Plain-English answers to the questions clients ask most.

Taxes and the IRS

October 2026

Extended 2025 returns are due Thursday, October 15, 2026. Here’s what to file, what it costs to miss it, and what to do if you can’t pay.

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Frequently Asked Questions

Quick answers to the questions we hear most from new and existing clients.
Tax preparation and planning for individuals, families, and small businesses (including LLCs, S-Corps, and partnerships), bookkeeping and payroll, health and life insurance guidance, business registration, and notary services — all from one advisor.
Yogesh Parajuli is a federally licensed IRS Enrolled Agent (EA). EAs are federally authorized to represent taxpayers before the IRS for audits, collections, and appeals, and specialize specifically in tax.
Yes. Services cover individual and family returns as well as small business and self-employed filings, including LLC, S-Corp, and partnership returns, plus estimated payments and help with IRS notices or amended returns.
Yes. Monthly bookkeeping and reconciliations, payroll processing, financial statements, and year-end preparation are all available, so you always know where your business stands.
Yes. Alongside tax and accounting services, Yogesh is a licensed health and life insurance agent and a Wake County notary, so insurance guidance and document notarization are handled by the same trusted advisor.
New clients can request a free consultation to get clear answers to their tax or insurance questions. Existing clients can log in to the secure Client Portal 24/7 for documents, e-signatures, and account information.
FREE CONSULTATION

Request a Free Consultation

Get clear answers to your tax or insurance questions. Whether you need help with tax preparation, planning, or choosing the right health or life insurance coverage, I’m here to guide you with accuracy and care.

WHAT HAPPENS NEXT
1
Send your request

Tell me a little about what you need. It takes about a minute.

2
I get back to you

I’ll reach out by phone or email to learn more and answer first questions.

3
We talk it through

Your free consultation: your situation, your options, no obligation.

Tell me about your needs

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Your information is kept confidential and used only to respond to your request. We never sell or share your data with third parties.

Already working with us? Log in to your secure client portal for 24/7 access to your tax documents, e-signatures, and account information.