Business Details
14 Years
experience
Trusted Accountant Services in Raleigh, NC
Established in 2012, Robert P Davis, CPA brings over three decades of diverse professional experience to Raleigh, NC. Our founder's career spans engineering, telecommunications leadership, marketing, nonprofit development, and 12 years in public accounting prior to launching this practice. We specialize in tax preparation, IRS representation, and bookkeeping services tailored to small businesses and individuals. Our team maintains active memberships with The North Carolina Association of CPAs and The American Institute of CPAs, ensuring adherence to the highest professional standards.With convenient office hours, weekend and evening appointments available year-round, and acceptance of multiple payment methods, we prioritize accessibility and client satisfaction. Our unique background as both a small business owner and experienced accountant enables us to provide practical financial guidance grounded in real-world application. We deliver personalized attention to detail while maintaining competitive pricing structures that accommodate various client needs.
Services
Tax Preparation
IRS Representation
Bookkeeping
Business Planning
Multi-State Returns
Details
- Year established: 2012
Highlights and features
- Experienced with small business financial needs
- Assist with multi-state tax returns
- Offer convenient weekend and evening appointments
- Accept multiple payment methods
- Maintain active CPA certifications
Associations and certifications
- The North Carolina Association of CPAs
- The American Institute of CPAs
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring accurate filings and compliance with federal and state regulations. Our expertise covers complex returns, multi-state filings, and special circumstances. Clients benefit from our meticulous attention to detail and up-to-date knowledge of changing tax codes.
IRS Representation
Our firm offers professional IRS representation for audits, collections, and tax disputes. With deep understanding of tax law and IRS procedures, we advocate for favorable resolutions while protecting client interests. Services include audit defense, installment agreement negotiation, and penalty abatement.
Bookkeeping
We maintain accurate financial records using modern accounting systems to track income, expenses, and business transactions. Our bookkeeping services provide real-time financial insights that support informed decision-making. Clients receive organized records essential for tax preparation and business planning.
Business Planning
We help business owners develop financial strategies using accounting data to guide growth decisions. Services include budget creation, cash flow analysis, and financial statement interpretation. Our practical approach combines accounting expertise with real-world business experience to deliver actionable insights.
Multi-State Returns
We handle complex multi-state tax filings for individuals and businesses with cross-state activities. Our experience ensures compliance with varying state regulations while optimizing tax positions. Clients receive coordinated filing strategies that minimize administrative burdens and potential compliance issues.
People
Robert P. Davis
Certified Public Accountant
Former telecommunications executive and PGA Tour marketing director with 12 years public accounting experience. Holds MBA from UNC Chapel Hill and engineering degree from NC State. Served Raleigh community since 1982.
Questions
What accounting services do you offer?
We provide tax preparation, IRS representation, bookkeeping, business planning, and multi-state tax filing services for individuals and small businesses in Raleigh, NC.
Are you available outside regular business hours?
Yes, we offer weekend and evening appointments year-round to accommodate client schedules beyond our standard Monday-Friday 8:30am-5:00pm office hours.
What payment methods do you accept?
We accept credit card payments for our accounting services, making it convenient for clients to settle their accounts through secure payment processing.
How experienced are you with small business accounting?
With 12 years public accounting experience and personal small business ownership, we provide practical financial guidance tailored to Raleigh area entrepreneurs and their specific needs.
Can you help with multi-state tax issues?
Yes, we specialize in preparing and coordinating multi-state tax returns, ensuring compliance across jurisdictions while optimizing your overall tax position.
What sets you apart from other CPAs?
Our unique combination of corporate experience, small business ownership, and 12 years public accounting practice delivers practical solutions grounded in real-world application.
