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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.

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Explore Services
  • IRS Enrolled Agent
  • Licensed Health & Life Insurance Agent
  • Wake County Notary Public

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 since 2016 · About me →

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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
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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
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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
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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
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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.

What Clients Say

4.9 stars 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

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FAQ

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.

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

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

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.

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