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
What do you need help with?
Got an IRS or NC letter? Book a $100 notice review →
- IRS Enrolled Agent
- Licensed Health & Life Insurance Agent
- Wake County Notary Public
- Office in Cary, serving the Triangle
- English, Hindi and Nepali
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.
Coverage from January 1
Coverage from February 1
Life events only
How We Help
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
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
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
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
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.
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.
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.
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
Year-Round Support
Secure by Design
Local and Personal
What Clients Say
4.9 ★★★★★ from 30 Google reviews
★★★★★ Google review
We have been looking for a tax consultant for a while and I strongly believe we have found THE ONE !! Yogesh has been exceptional and has taken time to explain and advise on all of our tax related concerns. Happy to recommend him for anyone who is looking for tax advise.
Keshini W.
Tax problem consulting
★★★★★ Google review
I had an excellent experience with this tax filing service by Yogesh Parajuli Sir .The entire tax filing process was handled very professionally, accurately, and on time. Everything was explained clearly, and I felt completely confident and stress-free. Very professional, trustworthy, and supportive throughout the process .Highly recommended for anyone looking for reliable and efficient tax services.
Akhilesh M.
Tax problem consulting
★★★★★ Google review
Have been working with Yogesh for the past 4 years for all my tax planning. I found him to be extremely knowledgeable & effective in planning tax strategies for my portfolios. Highly recommend.
Sherry G.
Tax planning
★★★★★ Google review
He is a very kind, professional, and skilled person! He filed my taxes accurately and explained everything clearly. I’m very grateful for his help and highly recommend him!
Farahnaz A.
★★★★★ Google review
Highly recommended !!! I had a great experience with this tax preparation service. They were very professional, knowledgeable, and took the time to explain everything clearly. The process was smooth and stress-free. Thank you. I really appreciate
Victory O.
★★★★★ Google review
It was great experience working with a Triangle Tax and Insurance. Mr. Yogesh is very accurate and more customer friendly service provider personnel. Greatly recommended to work with Mr. Yogesh.
Deepak D.
★★★★★ Google review
Great experience with triangle tax and insurance! Yogesh made tax filing easy, explained everything clearly, and helped maximize my return. Professional, friendly, and efficient—I’ll definitely be back next year!
Praj A.
★★★★★ Google review
Triangle Tax is really great every year I am filling my taxes with confidence because is really great experience and professional. I am really appreciate and thankful sir Yogesh for filling my taxes professionally and got my maximum tax return. Great price, accurate tax filing and friendly I recommend everyone to file their taxes with sir Yogesh won’t be regret.
Ahmad G.
Income tax return filing
Guides and resources
Plain-English answers to the questions clients ask most.
Taxes and the IRS
October 2026
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Frequently Asked Questions
What services does Triangle Tax and Insurance offer?
Is Yogesh a CPA, or an Enrolled Agent?
Can you help with business taxes, not just personal returns?
Do you handle bookkeeping and payroll too?
Do you offer health and life insurance as well as tax services?
How do I get started, or access my documents if I’m already a client?
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.
Tell me a little about what you need. It takes about a minute.
I’ll reach out by phone or email to learn more and answer first questions.
Your free consultation: your situation, your options, no obligation.
- (984) 666-5550
- info@triangletax.com
- 1750 NW Maynard Rd, Ste 100-18, Cary, NC 27513
Tell me about your needs
Already working with us? Log in to your secure client portal for 24/7 access to your tax documents, e-signatures, and account information.
