OUR SERVICES
Tax, Accounting, Insurance, and Business Services
Everything an individual, family, or small business needs to stay compliant and plan ahead, handled by one advisor who knows your full picture. Based in Cary and serving clients throughout Wake County and the Triangle.
Free consultation · One advisor for all of it · English, Hindi and Nepali
WHERE DO YOU WANT TO START?
Tax services
5 services →
Accounting & business
5 services →
Insurance
4 services →
Got an IRS or NC letter?
Start here →
Not sure? A free consultation sorts it out in one conversation.
- IRS Enrolled Agent
- Licensed NC insurance agent
- Wake County Notary Public
- Office in Cary, serving the Triangle
- English, Hindi and Nepali
One Advisor, Connected Services
Each part of your finances affects the others.
Most people end up juggling separate providers: one for the tax return, another for the books, someone else entirely for health coverage. Information gets lost between them, and nobody sees how the pieces connect.
That’s the problem this practice is built to solve. Your bookkeeping feeds your tax return. Your Marketplace health plan affects your refund through the premium tax credit. Your choice of business entity changes how you pay yourself and what you owe. When one person handles all of it, those connections get caught rather than missed.
Taxes
Books & business
Insurance
books → return
coverage → credit
Everything we help with
Pick a service to learn more, or start with a free consultation.
Preparation, planning, and IRS representation from an Enrolled Agent.
Individual Tax Preparation
Personal returns for W-2 employees, freelancers, rental owners, investors, and anyone whose situation has outgrown a simple return. Includes multi-state and catch-up filings.
Business Tax Preparation
Returns for sole proprietors, LLCs, partnerships, and corporations. Includes Schedule C, Form 1065, depreciation, and coordination with your personal return.
S-Corporation Tax Services
Whether S-corp status makes sense for you, and everything it requires if it does: the election, reasonable compensation, payroll, and Form 1120-S.
Tax Planning
Year-round strategy while decisions are still open: estimated payments, entity structure, retirement contributions, and the timing of income and deductions.
IRS Representation
Help with IRS and NC Department of Revenue notices, audits, unfiled returns, payment plans, and collection. Handled directly by an Enrolled Agent.
Bookkeeping, payroll, and the operational foundation for a compliant business.
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.
Health, life, and supplemental coverage from a licensed North Carolina agent.
Health Insurance (ACA Marketplace)
Marketplace plans for people without employer coverage, including premium tax credit guidance, plan comparison, and help with the tax reconciliation.
Life Insurance
Term and permanent coverage, with an honest assessment of how much you need and which type fits. Includes business-owner and buy-sell coverage.
Dental & Vision Insurance
Adult dental and vision coverage, which most health plans don’t include. Includes a straight answer on whether a plan is worth the premium for you.
Visitor & Travel Insurance
Medical coverage for parents and relatives visiting the United States, and travel medical coverage for trips abroad. Pre-existing condition terms explained clearly.
Not Sure Where to Start?
Common starting points
Not sure which service you need?
Schedule a free consultation and we’ll figure it out together.