Business Details
Expert Accounting & Tax Services in Burlington, NC
At Durham R Craig, CPA, we specialize in providing comprehensive accounting, tax, and financial planning services tailored to both individuals and businesses. With decades of combined experience, our team of certified professionals delivers precise bookkeeping, strategic tax planning, and personalized financial guidance to help clients achieve long-term stability and growth. We prioritize professionalism, responsiveness, and quality, ensuring every client receives accurate, discreet, and cost-effective solutions.Our expertise spans small business accounting, QuickBooks setup, IRS audit representation, and retirement planning, positioning us as a trusted partner for navigating complex financial landscapes. Committed to transparency and client-centric service, we empower business owners to focus on operations while we manage their financial health.
Services
Bookkeeping Services
Tax Preparation
Financial Planning
QuickBooks Setup
IRS Audit Representation
Payroll Processing
Business Valuation
Estate Planning
Cryptocurrency Accounting
New Business Formation
Highlights and features
- We offer personalized accounting solutions tailored to your unique needs.
- Our team includes licensed CPAs with decades of combined industry experience.
- We specialize in small business accounting and QuickBooks integration.
- We provide discreet, cost-effective tax planning and compliance services.
- Our local expertise serves Burlington, NC businesses and residents.
What people say
Exceptional tax planning
QuickBooks expertise
Knowledgeable CPAs
Reliable compliance help
Personalized financial strategies
Services
Bookkeeping Services
We manage daily financial transactions, including accounts payable/receivable, bank reconciliations, and financial reporting. Our system ensures accurate records for informed business decisions. Clients benefit from streamlined operations and compliance with tax regulations.
Tax Preparation
Comprehensive preparation of individual and business tax returns, including federal, state, and local filings. We identify deductions to minimize liabilities while ensuring compliance. Clients receive strategic planning to optimize future tax outcomes.
QuickBooks Setup
Customized installation and configuration of QuickBooks for small businesses. We establish charts of accounts, import balances, and train staff for efficient use. Clients gain accurate financial tracking tools tailored to their operational needs.
IRS Audit Representation
Professional defense during IRS audits, including correspondence management and liability reduction strategies. We protect clients' interests through expert negotiation and documentation. Services cover appeals and resolution of tax disputes.
Financial Planning
Personalized strategies for retirement, estate planning, and wealth preservation. We analyze investment risks and tax implications to create sustainable financial roadmaps. Clients receive ongoing reviews to adapt to life changes.
People
R Craig Durham
CPA
Licensed CPA with expertise in small business accounting and tax planning. UNC Greensboro graduate offering strategic financial solutions to Burlington clients since 2005.
Sherry B. Durham
CPA
Certified Public Accountant specializing in individual tax compliance. Elon University graduate with 15+ years of experience in financial reporting and audit services.
Joanne Rich
CPA
Master's in Business Administration with focus on healthcare accounting. Provides specialized financial guidance for medical professionals and nonprofit organizations.
Wendy Walker
Accounting Specialist
Supports payroll processing and QuickBooks implementation. Trained in small business financial systems and client workflow optimization.
Josue Martinez
Tax Associate
Assists with tax preparation and IRS compliance. Focuses on cryptocurrency accounting and emerging digital asset reporting requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, and tax compliance services tailored to small businesses.
Do you handle IRS audit representation?
Yes, we offer full audit defense services including correspondence management and liability reduction strategies.
Can you help with QuickBooks setup?
We specialize in QuickBooks configuration, data migration, and staff training for optimal implementation.
What tax planning services are available?
We offer year-round tax strategies to minimize liabilities for individuals and businesses.
How do you support nonprofit organizations?
We provide specialized accounting, grant reporting, and compliance services for nonprofit entities.
