Business Details
31 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Raleigh, NC
Since 1995, Carolina Accounting & Tax Solutions has provided comprehensive financial management services to small businesses in Raleigh, NC. Our team of dedicated accounting, tax, and payroll professionals delivers cost-effective, reliable, and accurate services while staying current with evolving financial regulations. We specialize in accounting, bookkeeping, tax preparation, payroll processing, and strategic business counseling, viewing small businesses as the backbone of the American economy. Our clients receive personalized guidance and prompt professional support, with services tailored to their specific needs. With decades of collective experience, we ensure businesses grow sustainably through sound financial practices.We maintain transparency in all operations and prioritize client satisfaction through proactive communication and tailored solutions. Our expertise spans from startups with 4 employees to established companies with over 400 employees. We implement robust financial systems and provide actionable insights for decision-making. Our focus on continuous improvement ensures clients benefit from updated methodologies and industry best practices. As a trusted partner, we help businesses navigate complex financial landscapes with confidence.
Services
Accounting Services
Tax Services
Payroll Services
Business Counseling
Enrolled Agent
Bookkeeping
Financial Planning
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of experience in accounting and tax services
- Our team provides personalized, professional services tailored to your business needs
- We maintain transparency in all operations and pricing
- Our expertise spans businesses of all sizes from startups to 400+ employee companies
- We stay current with changing financial regulations and reporting requirements
What people say
Outstanding service
Cost-effective
Reliable
Accurate service
Sound advice
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, general ledger maintenance, and month-end closing procedures. Our team ensures accurate financial reporting through standardized processes and regular reconciliations. Clients receive timely insights for strategic decision-making while maintaining compliance with regulatory requirements.
Tax Services
Our tax services cover individual and business tax return preparation with strategic planning for year-round compliance. We specialize in maximizing deductions while maintaining adherence to IRS regulations. The firm's Enrolled Agent status ensures expert representation for audit resolution and tax controversy matters across all business sizes.
Payroll Services
The Priority Payroll Package handles comprehensive payroll processing including wage calculations, tax withholdings, and regulatory filings. Our system ensures timely and accurate employee payments while maintaining compliance with federal, state, and local labor laws. The service includes year-end W-2 processing and quarterly tax reporting.
Business Counseling
Strategic business counseling provides actionable insights for financial planning and operational improvements. Our services include cash flow analysis, financial forecasting, and business structure recommendations. We help clients implement effective budgeting systems and develop growth strategies tailored to their specific industry requirements.
Enrolled Agent Representation
As Enrolled Agents, we offer specialized tax expertise and representation before the IRS. Our services include audit defense, tax debt resolution, and compliance guidance. This credential authorizes us to handle all tax matters including filing requirements, payment plans, and dispute resolution for businesses and individuals.
People
Joanna
Lead Accountant
With over 25 years of experience, Joanna specializes in small business accounting and tax strategy. She focuses on delivering customized financial solutions while maintaining strict compliance with regulatory requirements.
John Gessaman
Former Client Advisor
Former nonprofit president who collaborated with CATS on financial systems development for over 25 years. Instrumental in implementing scalable accounting processes for growing organizations.
Steve M
SBA Loan Consultant
Business growth advisor who has worked with CATS for over a decade. Specializes in integrating financial reporting systems with loan compliance requirements for expanding enterprises.
Questions
What accounting services do you specialize in?
We specialize in business accounting, tax preparation, payroll processing, financial reporting, and strategic business counseling for small to medium-sized businesses.
Are your accountants certified professionals?
Yes, our firm includes Enrolled Agents and accounting professionals with decades of combined experience in tax and financial services.
How do you handle tax compliance for businesses?
We ensure complete tax compliance through regular updates on regulatory changes, accurate filings, and strategic planning to optimize tax positions.
Can you assist with business growth planning?
Yes, our business counseling services include financial forecasting, cash flow analysis, and strategic growth planning tailored to your specific industry needs.
What industries do you serve?
We serve diverse industries including nonprofit organizations, construction, healthcare, professional services, and retail businesses of all sizes.
