Business Details
34 Years
experience
Trusted Tax and Business Consulting Services in Cary, NC
For over three decades, our firm has specialized in providing tailored tax and accounting services to privately-owned businesses across North Carolina. Our approach combines hands-on financial expertise with a commitment to client education, ensuring business owners fully understand their financial landscape. With backgrounds spanning roles like Certified Public Accountant, Commercial Banker, and Chief Financial Officer, our team delivers proactive solutions for tax efficiency, profitability, and strategic growth.We emphasize integrity and accountability in every interaction, offering personalized support through virtual or in-person consultations. Our services include tax planning, bookkeeping optimization, and business entity selection, all designed to empower clients with actionable insights. We pride ourselves on long-term relationships built through consistent, transparent communication and a dedication to our clients' success.
Services
Tax Planning
Bookkeeping
Quickbooks Setup
Payroll Processing
Business Entity Selection
Financial Reporting
Profitability Analysis
Tax Return Preparation
Tax Projections
Exit Strategy Planning
Details
- Year established: 1992
Highlights and features
- 30+ years of specialized experience in business tax and accounting
- Personalized financial education and hands-on service approach
- Proactive tax planning strategies for maximum efficiency
- Deep understanding of NC business landscape and regulations
- Community-focused with local board involvement and church leadership
Associations and certifications
- Certified Public Accountant (NC Certificate #32076)
- Enrolled Agent (EA)
- Accredited Business Accountant (ABA)
Services
Tax Planning
Comprehensive tax planning services include customized projections, estimated tax recommendations, and complex strategy development. Our Certified Public Accountants analyze business structures and financial patterns to maximize tax efficiency while maintaining compliance. We provide forward-looking insights to help business owners make informed financial decisions throughout the year.
Bookkeeping
Monthly and quarterly bookkeeping services ensure accurate financial records with cash reconciliation, chart of accounts optimization, and custom reporting. Our team implements efficient accounting processes and integrates digital tools to improve financial tracking. We help businesses maintain organized records for better tax preparation and growth planning.
Quickbooks Setup
We configure Quickbooks Online for optimal performance, including software integration with payroll and merchant services. Our setup includes account customization, data conversion from desktop versions, and user training. We ensure seamless digital financial management tailored to each business's specific needs and reporting requirements.
Business Entity Selection
Two-hour consultation to determine optimal business entity structures, evaluating tax implications and operational requirements. We analyze different entity types to recommend solutions that balance tax efficiency with business goals, providing clear explanations of financial impacts for informed decision-making.
Exit Strategy Planning
Customized exit strategy development considering business value, tax implications, and owner objectives. We create implementation plans for business transitions, addressing complex tax situations and ensuring smooth ownership transfers while maximizing financial returns for departing owners.
People
Stan P. Moore
Founder & Principal
Certified Public Accountant with 30+ years of experience serving NC businesses. Former CFO and Commercial Banker turned tax strategist. Specializes in proactive financial planning and business process optimization while emphasizing client education and ethical service.
Tamara Moore
Office Manager
Multi-talented office manager with corporate experience from Coca-Cola and UNC Chapel Hill. Oversees tax processing and client relations while balancing family life in North Carolina. Combines organizational expertise with a service-oriented approach to client support.
Stephen Farmer
Staff Accountant
Enrolled Agent with 25 years of tax expertise serving small and medium businesses. Hold IRS' highest credential with unlimited practice rights. Specializes in comprehensive accounting solutions and software integration while maintaining personal connections with local clients.
Questions
What accounting services do you offer NC businesses?
We provide tax planning, bookkeeping, financial reporting, Quickbooks optimization, and business entity selection. Our services cover all aspects of business financial management with tax efficiency focus.
How do your pricing plans work?
Our annual plans start at $5,000 for basic services, $10,000 for quarterly planning, and $20,000+ for comprehensive weekly support. Each tier includes different levels of hands-on assistance and strategic planning.
Do you help with tax credit optimization?
Yes, we provide guidance on available tax credits including clean energy incentives and new auto loan deductions. We help businesses maximize savings through strategic tax planning.
Can you assist with business software implementation?
We offer Quickbooks Online setup with 30% discount, Payroll integration, and Bill.com access. Our team optimizes accounting workflows through software customization and staff training.
What makes your firm different from other accountants?
We combine CPA expertise with practical business experience from roles as CFOs and bankers. Our focus on education empowers clients to understand their financial decisions while maintaining personal accountability.
Do you provide virtual accounting services?
Yes, we offer virtual CFO oversight, online portal access, and remote consultations. Our digital solutions allow businesses in any NC location to receive comprehensive accounting support.
