appointments

Feel free to call (919) 286-9710 with any questions, to find out what services we can provide, or to schedule an in-person or telephonic appointment.

Returning clients can drop-off documents anytime. No need for an appointment!

Tax Returns - During initial interviews, we'll go through all your documentation and determine if any additional information will be needed to complete the tax return.  These don't usually last a full hour; it depends on how complicated the tax return is.  Returns are not prepared during these appointments.  We carefully go through all materials and contact you once the return is completed.  

Payroll/Bookkeeping - Each company has unique needs.  We'll have a discussion to find exactly what services can benefit you.

If you are not able to come in to the office, digital documents can be sent securely through our encrypted portal.