TAX SERVICES
Tax Services in Cary, North Carolina
Accurate returns, year-round planning, and direct representation if the IRS has questions. For individuals, families, and small business owners across the Triangle, from an IRS Enrolled Agent who has prepared taxes since 2016.
Free consultation · Federal, NC and other states · English, Hindi and Nepali
WHICH SERVICE DO YOU NEED?
Individual Tax Preparation
Personal →
Business Tax Preparation
Business →
S-Corporation Tax Services
S-corp →
Tax Planning
Planning →
IRS Representation
IRS help →
Got an IRS or NC letter? Start with IRS Representation.
- IRS Enrolled Agent
- Federal, NC and all states
- Here year-round, not just April
- Office in Cary, serving the Triangle
- English, Hindi and Nepali
Three kinds of tax work
Most people think of tax work as one thing: filing a return once a year. In practice it falls into three categories, and knowing which one you need saves time.
Compliance
Compliance means the return itself. It reports what happened last year accurately and on time. That’s necessary, but it looks backward, because by the time you’re filing, the year’s decisions are already made.
Individual · Business · S-corp
Planning
Planning happens before the year ends, while decisions can still change the outcome. It covers when to take income, how to structure a business, what to set aside for estimated payments, and how retirement contributions fit in.
Tax Planning
Representation
Representation matters when something goes wrong: a notice arrives, a return is examined, or a balance has gone unpaid. As an Enrolled Agent, I’m federally authorized to deal with the IRS directly on your behalf.
IRS Representation
Most clients need more than one of these over time. Having the same person handle all three means nothing has to be explained twice.
Which service do you need?
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.
NOT SURE WHERE YOU FIT?
Common starting points
I got a letter from the IRS.
Start with IRS Representation. Most notices are routine, but they have deadlines.
My tax bill was a surprise.
That’s usually an estimated-payment problem, which Tax Planning solves.
My side business is growing.
You may need Business Tax Preparation, and possibly a look at whether S-corp status fits.
I haven't filed in years.
That’s fixable, and it usually starts with Individual Tax Preparation to get you current.
If none of these fit, book a free consultation and we’ll work it out together.
Why work with an Enrolled Agent
A Treasury credential
The Enrolled Agent credential is issued by the U.S. Department of the Treasury and is specific to taxation. It’s one of three designations with unlimited rights to represent taxpayers before the IRS, and because it’s federal, it applies in all fifty states.
You work with me directly
In practice, the person who prepares your return can also represent you if questions come up later. You work with me directly, year-round, from an office in Cary.
English, Hindi and Nepali
I serve clients in English, Hindi, and Nepali.
Tax questions
Do you work with clients outside North Carolina?
Yes. Enrolled Agents are federally licensed, so I can prepare returns for clients in any state. Everything can be handled remotely through the secure client portal.
Is the first consultation really free?
Yes. We talk through your situation and you’ll know what’s involved and what it costs before you commit to anything.
Can one person really handle all of this?
For individuals, families, and small businesses, yes. Handling everything in one place is the point: your return, your planning, and any IRS contact all draw on the same understanding of your situation.
Not sure which service you need?
Schedule a free consultation and we’ll figure it out together.