BOOK ONLINE IN A MINUTE
Schedule an Appointment
Pick the kind of conversation you need and choose a time that works. The first consultation is free, with no obligation.
- Free initial consultation
- In person, phone or video
- Cary, NC
NOT SURE WHERE TO START?
- 30 min · Free
Free Initial Consultation
New here, or not sure what you need? A no-obligation conversation about your situation and what’s involved.
Rather talk first? Call (984) 666-5550
- IRS Enrolled Agent
- Licensed NC insurance agent
- Notary Public
- English, Hindi and Nepali
- Free parking in Cary
New here? See how it works →
Choose your appointment
Pick the one closest to what you need. Not sure? The free consultation above is the place to start.
Tax and IRS
- 1 hour
Individual Tax Preparation
Personal returns — W-2, self-employment, rental, investments, or multi-state situations.
- 1 hour
Business Tax Preparation
Schedule C, partnership, S corporation, and corporate returns for small businesses.
- 1 hour
Tax Planning
Year-round strategy — estimated taxes, entity structure, and decisions that are still open.
- 30 min
IRS Notice or Tax Problem
Received a letter, behind on filing, or owe a balance? Talk it through with an Enrolled Agent.
Business support
- 1 hour
Bookkeeping
Monthly bookkeeping, catch-up work, or cleaning up records that have gotten away from you.
- 1 hour
Payroll Services
Payroll processing and compliance, including owner compensation for S corporations.
- 1 hour
Business Formation
Starting a business, or already formed and unsure what comes next. Entity choice, registration, and setup.
Insurance and notary
- 30 min · Free
2027 Health Insurance Renewal
Renewing or new to Marketplace coverage? Open Enrollment runs Nov 1 – Jan 15. Enroll by Dec 15 for coverage starting Jan 1.
- 30 min
Insurance Consultation
Health, life, dental, vision, and visitor coverage — reviewed against what your household actually needs.
- 15 min
Notary Appointment
Document notarization at the Cary office. Bring photo ID and your unsigned document.
- Appointments available in English, Hindi, and Nepali.
What to expect
1
You tell me what's going on
No forms to fill in first. Just describe your situation in your own words.
2
I ask questions
Usually the useful details come out here — something you didn’t think mattered often does.
3
You get a straight answer
What’s involved, what it costs, and whether you actually need help with it.
4
You decide in your own time
Nothing gets signed on the call. No pressure either way.
What to bring
Tax appointments
- Last year's tax return
- Any IRS or NC Department of Revenue notices
- Income documents you already have
Business appointments
- Recent financial statements or bank statements
- Your prior business return
- Your entity paperwork if you have it
Insurance appointments
- A rough household income figure
- A list of regular medications
- The doctors you want to keep
Notary appointments
- Valid photo ID
- The document, unsigned
Not sure, or don’t have it yet? Come anyway. We’ll work out what’s needed.
How we can meet
In person
At the Cary office, 1750 NW Maynard Rd, Ste 100-18. Free parking.
By phone
Good for quick questions and follow-ups.
By video
Handy when we need to look at documents together on screen.
You’ll choose your preferred option when you book.
Before you book
How do I reschedule or cancel?
Use the link in your confirmation email, or call the office at (984) 666-5550.
What if I can't find a time that works?
Call the office at (984) 666-5550 and we’ll find one.
I'm already a client. Do I need to book?
Not for everyday things. Use the secure client portal for uploads, e-signatures and messages, and book when you want to talk something through.
Is the first consultation really free?
Yes. The Free Initial Consultation is 30 minutes, with no cost and no obligation.
Which languages can we meet in?
English, Hindi and Nepali, in person, by phone or by video.
Existing clients: use the secure client portal for uploads, e-signatures and messages.
Rather talk before booking?
Call the office and ask. No obligation either way.