Business Details
31 Years
experience
Expert Accounting & Tax Solutions in Raleigh, NC
Carolina Accounting & Tax Solutions has served small businesses since 1995, providing comprehensive financial guidance tailored to individual needs. Our team of certified professionals specializes in accounting, tax preparation, payroll management, and business counseling, ensuring clients receive accurate, cost-effective solutions. With decades of combined experience, we prioritize personalized service, strategic advice, and compliance with evolving financial regulations.Our commitment to small businesses extends beyond numberswe act as trusted partners in growth, offering a full circle of services to support long-term success. Clients rely on our expertise in areas like healthcare reporting, retirement plans, and SBA loan consulting. We maintain transparency, prompt communication, and a deep understanding of local market dynamics to deliver actionable insights that drive business decisions.
Services
Accounting Services
Tax Services
Payroll Services
Business Counseling
Financial Reporting
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of experience in small business accounting and tax services.
- Our team provides certified expertise in compliance with evolving financial regulations.
- We deliver personalized financial strategies tailored to your business's unique needs.
- Our clients benefit from prompt, transparent communication and actionable insights.
- We act as trusted partners, supporting businesses from startup to 400+ employees.
Associations and certifications
- Enrolled Agent
What people say
Outstanding service
Cost-effective solutions
Accurate financial information
Sound advice
Perfect fit
Services
Accounting Services
Our accounting services provide real-time insights into your business's financial health. We handle bookkeeping, balance sheets, and profit-and-loss statements with precision. Clients receive customized reporting to support data-driven decisions for growth and stability.
Tax Services
We offer comprehensive tax planning and preparation for businesses and individuals. Our Enrolled Agent certification ensures compliance with federal and state tax codes. Services include audit support and year-round tax strategy consultations.
Payroll Services
Our Priority Payroll Package handles payroll processing, tax filings, and compliance reporting. We reduce administrative burdens while ensuring accurate employee payments and regulatory adherence for businesses of all sizes.
Business Counseling
We provide strategic guidance on business growth, cash flow management, and financial planning. Our counseling services help entrepreneurs navigate challenges like healthcare reporting and retirement plan changes.
Financial Reporting
Custom financial reporting tracks key performance metrics and identifies growth opportunities. We help businesses monitor internal metrics to optimize operations and improve profitability through actionable data analysis.
People
John Gessaman
Former President & CEO
Led a nonprofit for economic development and relied on CATS for financial management since 1995. Oversaw expansion of staff and complex reporting systems with their support.
Joanna
Lead Accountant
Manages financial reporting for SBA loan consultants and small businesses. Provides strategic advice that enables business growth through accurate internal reporting and compliance.
B. Wilson
CEO
Has partnered with CATS since business inception, scaling from 4 to 400 employees. Credits their expertise for reliable financial advice and operational support during growth phases.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, balance sheet analysis, and profit-and-loss statements tailored to small business needs.
Are you certified tax professionals?
Yes, our team includes Enrolled Agents authorized by the IRS to prepare tax returns and represent clients during audits.
How does your payroll service work?
Our Priority Payroll Package handles employee payments, tax filings, and compliance reporting, ensuring accuracy and regulatory adherence for businesses of all sizes.
Do you serve businesses outside Raleigh?
While based in Raleigh, NC, we serve clients across North Carolina and provide remote support for businesses nationwide.
What sets you apart from other accounting firms?
We combine 25+ years of experience with personalized service, acting as strategic partners rather than just number crunchers for your business.
