ACCOUNTING & BUSINESS
Accounting & Business Services
From forming your business to keeping the books clean and payroll compliant, I handle the operational foundation that makes tax season a matter of filing instead of reconstructing. For small businesses across Cary, Raleigh, and Wake County.
Free consultation · Small businesses across the Triangle · English, Hindi and Nepali
WHAT DO YOU NEED?
Business Formation
Start →
Bookkeeping
Books →
Payroll Services
Payroll →
Registered Agent
Agent →
Notary Public
Notary →
Starting from scratch? Read Starting a Business in NC.
- IRS Enrolled Agent
- QuickBooks Online
- Books and taxes, one person
- Office in Cary, serving the Triangle
- English, Hindi and Nepali
Most tax problems start months earlier
Small business tax problems rarely begin at tax time. They start earlier, with disorganized records, a missed payroll deposit, or an entity structure that never fit the business.
A business that keeps clean monthly books knows its numbers before the year ends, and that’s what makes planning possible at all. A business that runs payroll correctly avoids penalties that compound quickly. A business formed with its tax treatment in mind doesn’t need restructuring two years later.
The services on this page exist to prevent problems rather than fix them after the fact. They also mean that when your return gets prepared, the person preparing it already understands your business.
1
Set it up right
Formation, registered agent, EIN
2
Keep it clean
Monthly books and on-time payroll
3
File with confidence
Taxes from numbers you trust
Which service do you need?
Bookkeeping
Monthly bookkeeping, catch-up work, and cleanup for records that have fallen behind. QuickBooks Online setup and tax-ready financial statements.
Payroll Services
Payroll processing, tax deposits, quarterly and annual filings, W-2s, and 1099s. Includes owner payroll for S corporations.
Business Formation & Startup Setup
Forming an LLC or corporation in North Carolina, or setting up correctly after forming through an online service. Includes the EIN, registrations, and tax setup.
Registered Agent
A North Carolina registered agent with a physical Cary office address, so your home address stays off the public record.
Notary Public
Document notarization by appointment at the Cary office, from a Notary Public commissioned in Wake County.
How these fit together
These services work best when they’re connected, and that’s the main reason to keep them in one place.
Your bookkeeping feeds your business tax return directly, so there’s nothing to reconstruct in March. Your payroll flows into your books automatically. If you’re an S corporation, your owner salary is set with the tax consequences in mind rather than in isolation. And a business formed by someone who also prepares returns gets the right elections filed on time.
Split across separate providers, each of those handoffs is a place where something can get missed.
Why work with Triangle Tax & Insurance
The person keeping your books and running your payroll is also an Enrolled Agent who prepares your taxes, and has worked in tax since 2016. Questions get answered during the year rather than in April, and your records are kept in the form your return will need.
You work with me directly, from an office in Cary. I serve clients in English, Hindi, and Nepali.
FREE GUIDE
Starting a Business in NC
Choosing an entity, registering with the state, and the tax setup that comes after.
Accounting and business questions
Do I need all of these services?
No. Many clients start with one, such as bookkeeping or payroll, and add others as the business grows. You only pay for what you use.
My books are behind. Is that a problem?
It’s common and fixable. Catch-up bookkeeping is a large share of this work, however far behind you are.
What accounting software do you use?
Primarily QuickBooks Online. If you already use something else, we can talk about whether to stay or switch.
Not sure which service you need?
Schedule a free consultation and we’ll figure it out together.