Enrolled agents. Year-round guidance.
Tax preparation and planning in Durham.
Based in Durham and serving clients across Durham and Raleigh, we provide tax preparation and advisory for individuals, families, businesses, and self-employed professionals.
Services
Preparation now. Guidance ahead.
Start with your situation, whether you are filing an annual return, responding to a notice, catching up, or planning for what comes next.
Individual tax preparationFederal and North Carolina return preparation for wages, independent income, families, investments, rentals, and filing extensions.Business & self-employed taxReturn preparation for independent contractors, sole proprietors, partnerships, S corporations, and C corporations.Tax planning & advisoryYear-round projections and tax guidance before income changes, equity events, retirement decisions, or other major transitions.IRS & state notice supportOrganized help interpreting an IRS or North Carolina notice, gathering records, and preparing a timely response.Amended & prior-year returnsCareful preparation for a corrected return, an unfiled prior year, or several years of tax filings that need attention.Entity & estimated-tax guidanceTax-focused guidance on LLC and S-corporation treatment, owner compensation, and quarterly estimated payments.
Our team
The people behind the guidance.
Our Durham team brings tax preparation and year-round planning together, keeping your questions, records, and decisions at the center of the work.
Meet Ben and Connor
Bring your tax questions into focus.
Tell us what you need. A consultation starts with your facts, your timing, and a clear conversation about the next step.