Tax, Insurance & Business Services, All Under One Roof

SERVING CARY & THE TRIANGLE

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

Meet Yogesh Parajuli, EA

Yogesh Parajuli is a federally licensed IRS Enrolled Agent based right here in Cary, NC, helping individuals and small businesses with tax preparation, planning, and year-round compliance. He’s also a licensed health and life insurance agent and Wake County notary, offering business registration and insurance guidance alongside tax services — all from one trusted advisor. Clients get responsive, one-on-one attention from someone invested in the Triangle community.

Services

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

Why Choose US

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.

FAQ

Frequently Asked Questions

Quick answers to the questions we hear most from new and existing clients.

What services does Triangle Tax and Insurance offer?

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.

Is Yogesh a CPA, or an Enrolled Agent?

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.

Can you help with business taxes, not just personal returns?

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.

Do you handle bookkeeping and payroll too?

Yes. Monthly bookkeeping and reconciliations, payroll processing, financial statements, and year-end preparation are all available, so you always know where your business stands.

Do you offer health and life insurance as well as tax services?

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.

How do I get started, or access my documents if I’m already a client?

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.

Tell us a little about your needs and we’ll be in touch shortly.

Existing Clients

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