RESOURCES
Resources
Guides, checklists and help from an IRS Enrolled Agent and licensed insurance agent in Cary. Free to read, no sign-up needed.
- IRS Enrolled Agent
- Licensed NC insurance agent
- Office in Cary, serving the Triangle
- English, Hindi and Nepali
- Free to read, no sign-up
Everything in one place
Six ways to get answers, whether you’re a client or not yet.
Guides
Every guide on the site in one library, by topic, with new articles as they’re written.
NEW
Starting a Business in NC
Structure, NC Secretary of State filing, your EIN, NC taxes, payroll and a first-year calendar.
NEW
Insurance Guides
Open Enrollment dates, HMO vs. PPO, key terms, and guides to health, life, dental, vision and visitor coverage.
Your Rights as a Taxpayer
The ten rights every taxpayer has with the IRS, what each one means, and where to get independent help.
Newsletter
One short email a month: deadlines coming up, tax and insurance changes, and enrollment reminders.
Client Portal Help
Signing in, uploading documents, signing forms and finding your returns in the secure client portal.
NOV 1 – JAN 15
Open Enrollment for 2027 health coverage.
Enroll by December 15 to be covered from January 1.
Browse by topic
Guides, services and tools, grouped by what you’re working on.
STARTING A BUSINESS
INSURANCE
TAXES AND THE IRS
Looking for a tax tool?
Checklists, deadlines, rates and payments live in the Tax Center.
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Client portal quick help
The four things clients ask about most. Full walkthrough on the help page.
Sign in or reset
Use the email we have on file. Forgot your password? Use “Forgot password” on the sign-in screen.
Upload documents
Use the app’s built-in scanner to send clean PDFs, every page upright, one form per file.
Sign forms
Engagement letters and e-file authorizations (Form 8879) are signed right in the portal.
Use the mobile app
Scan documents with your phone and get a message when something needs your attention.
Tax, accounting and insurance resources
Plain-English guides for individuals, families and small business owners in Cary, Raleigh and the rest of the Triangle, including families new to the U.S. tax system. Read up on IRS and NC notices, tax preparation, starting a business, and choosing health, dental or travel coverage. When you want help with your own situation, book a free consultation.
Resources questions
What documents do I need for tax preparation?
You should bring identification, income statements (such as W-2s and 1099s), expense receipts, prior-year tax returns, and any relevant insurance documents. Having these ready helps ensure an accurate and efficient filing process.
If you are unsure which documents are required, I can provide a personalized checklist.
How can an enrolled agent help with my taxes?
Enrolled agents are federally authorized tax professionals who represent taxpayers before the IRS. They offer expert guidance on complex tax situations, audits, and compliance issues for both individuals and small businesses.
Our Enrolled Agent has extensive experience serving diverse client needs in Raleigh and surrounding areas.
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statement preparation, tax planning, and compliance services to help small business owners manage finances confidently and stay compliant with regulations.
Contact us to discuss a customized accounting solution for your business.
Why is insurance important for individuals and businesses?
Insurance provides financial protection against unexpected events, such as health issues, accidents, or property loss. It ensures peace of mind and safeguards your financial future.
We offer guidance on selecting health and life insurance policies tailored to your needs.
How do I schedule an appointment?
Scheduling an appointment is simple. Use our online booking tool or contact us directly to set up a time that fits your needs.
For urgent inquiries, please call our office during business hours.
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