Local CPA (20+ Yrs) Behind on Taxes? IRS Issues? Get Help Today - financial services

CPA (20+ Yrs) Behind on Taxes? IRS Issues? Get Help Today—Raleigh Area

EXPERIENCED CPA • 20+ YEARS • BIG FOUR BACKGROUND

Behind on your tax returns? Received an IRS notice? Need help with individual, business, rental-property or past-due taxes?

I am an Experienced and Licensed CPA with more than 20 years of tax, accounting, financial-reporting and business-advisory experience. I split my time between the Raleigh area and Austin and serve clients throughout Raleigh, Cary, Apex, Holly Springs and the greater Triangle.

My background includes Big Four public-accounting experience with Deloitte, an MBA with an Accounting Concentration and extensive experience assisting small businesses, entrepreneurs, contractors and real estate investors.

FREE 30-MINUTE INITIAL CONSULTATION

TAX PREPARATION AND IRS HELP

• 2025 and prior-year individual tax returns

• One to ten or more years of unfiled returns

• W-2, 1099 and self-employed income

• Schedule C and single-member LLC returns

• S corporation, C corporation and partnership returns

• Forms 1040, 1120, 1120-S and 1065

• Amended returns

• IRS notices and correspondence

• IRS examination support

• Multiyear tax-return cleanup

• Rental-property income and expenses

• Depreciation-schedule reconstruction

• Missed depreciation and Form 3115 analysis

• K-1, 1099 and payroll-tax reporting

• Trust and estate income-tax returns

• HOA tax returns and accounting assistance

• Accounting cleanup needed to complete tax returns

BUSINESS ACCOUNTING AND QUICKBOOKS

• QuickBooks setup, cleanup and reconciliation

• Catch-up bookkeeping for unfiled business returns

• Reconstruction of incomplete financial records

• Monthly bookkeeping and financial reporting

• Accounts receivable and accounts payable review

• General-ledger cleanup

• Payroll and contractor reporting

• Job costing and profitability analysis

• Accounting assistance for contractors and service businesses

CFO, CONTROLLER AND BUSINESS ADVISORY

• Cash-flow forecasting

• Budgeting and profit planning

• Financial-statement analysis

• Pricing and profitability review

• Business-growth and hiring analysis

• Financial modeling and scenario planning

• SBA and business-financing support

• Monthly financial reviews

• Fractional CFO and controller assistance

WE CAN HELP WHEN

• You have several years of returns that were never filed.

• You received an IRS notice and do not know how to respond.

• Your business books are incomplete or do not reconcile.

• Your rental-property depreciation is missing or incorrect.

• Your former tax preparer stopped responding.

• You need catch-up bookkeeping before filing business returns.

• You need an experienced CPA to organize the process properly.

Confidential. Organized. Done correctly.

EXPERIENCE AND EDUCATION

• Active CPA license since 2004

• More than 20 years of tax and accounting experience

• Big Four public-accounting background with Deloitte

• MBA with an Accounting Concentration — University of Colorado Boulder

• Bachelor of Science in Finance — University of Colorado Boulder

• Master of Real Estate Development — W. P. Carey School of Business, Arizona State University

• More than 15 years of commercial and residential real estate experience

• Professional references and LinkedIn profile available

SERVING THE GREATER RALEIGH-DURHAM AREA

Raleigh • Cary • Apex • Holly Springs • Durham • Chapel Hill • Wake Forest

I split my time between the Raleigh area and Austin and work with North Carolina clients both remotely and in person.

Most engagements can be completed securely by telephone, email, Zoom, Microsoft Teams and electronic document exchange. In-person meetings may be available by appointment when I am in the Raleigh area.

READY TO GET STARTED?

Waiting can increase penalties and make unresolved tax matters more difficult. Call or text to schedule a free 30-minute consultation.

Serious inquiries only. No solicitations or spam, Thank you!