Business Details
34 Years
experience
Expert Tax & Accounting Services in Cary NC
Established in 1992, our firm specializes in delivering comprehensive accounting, tax, and profitability management solutions tailored to privately-owned businesses in North Carolina. Our founder, Stan P. Moore, brings over three decades of experience as a Certified Public Accountant and former commercial banker, CFO, controller, and business advisor. We prioritize educating clients on financial processes to foster proactive decision-making, emphasizing transparency, integrity, and personalized service. Our team holds active involvement in local business communities and professional organizations, including the North Carolina Association of CPAs. With a track record of speaking engagements at colleges and industry conferences, we combine technical expertise with practical insights to address complex business challenges. Our services extend to tax planning, cash flow optimization, and strategic advisory, supported by tools like QuickBooks Online and Bill.com.We maintain active board roles in local companies and adhere to strict ethical standards in all client interactions. Our Raleigh-area office serves clients through virtual or in-person meetings, ensuring accessibility and flexibility. By integrating tax, accounting, and business strategy, we empower owners to focus on growth while managing financial obligations effectively. Client testimonials consistently highlight our ability to simplify complex financial matters and deliver actionable insights that drive measurable results.
Services
Tax Planning
Tax Preparation
Profitability Review
QuickBooks Support
Cash Flow Analysis
Strategic Consulting
Annual Budgeting
Tax Compliance
Financial Reporting
Business Advisory
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of business tax and accounting expertise.
- Our team provides proactive cash flow management strategies.
- We deliver hands-on financial education for business owners.
- Our services include strategic tax planning and profitability analysis.
- We maintain active CPA licensure and local business involvement.
Associations and certifications
- Certified Public Accountant
Services
Tax Preparation
We prepare and file annual income tax returns with comprehensive review and consultation. Our process includes prior year return analysis and strategic recommendations for improved compliance. Clients receive detailed explanations of deductions, liabilities, and tax-saving opportunities.
Tax Planning
Our proactive tax planning services help businesses optimize their tax positions throughout the year. We create customized projections, implement efficiency strategies, and develop long-term plans for tax compliance while maintaining focus on growth objectives.
Profitability Review
We conduct in-depth reviews of business financials to identify growth opportunities and efficiency improvements. Our analysis includes cash flow optimization strategies, cost management recommendations, and performance metric development tailored to business goals.
Business Consulting
Our consulting services combine accounting expertise with operational insights for business growth. We help develop annual budgets, implement financial processes, and create strategic plans for sustainable business development and expansion.
QuickBooks Support
We provide QuickBooks Online implementation, training, and ongoing support with a 30% discount off retail pricing. Our services include system setup, financial reporting, and integration with business operations for efficient accounting processes.
People
Stan P. Moore
Founder & Principal
Certified Public Accountant with 30+ years serving North Carolina businesses. Former commercial banker, CFO, and business advisor. Speaker at CPA conferences and business events. Focuses on client education, integrity, and strategic growth solutions.
Tamara Moore
Office Manager
Multi-faceted professional with corporate experience at Coca-Cola and UNC. Manages tax processing, bookkeeping, and client services. Background in church ministry and community service. Skilled in operational support and client relations.
Stephen Farmer
Staff Accountant
Enrolled Agent and Accredited Business Accountant with 25+ years experience. Specializes in tax preparation, bookkeeping, and accounting software for small to medium businesses. Provides hands-on support for comprehensive financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, cash flow management, profitability analysis, QuickBooks support, and strategic planning tailored to small businesses.
Do you specialize in any particular industries?
We focus on serving privately-owned businesses across multiple sectors in North Carolina, with particular expertise in tax compliance and strategic consulting.
How do you help businesses improve profitability?
We analyze financial data to identify efficiency opportunities, optimize tax strategies, and develop customized growth plans for sustainable profitability.
Can you assist with tax planning throughout the year?
Yes, we offer ongoing tax planning services including quarterly reviews, projections, and compliance strategies to minimize tax liabilities.
What technology tools do you use?
We utilize QuickBooks Online with 30% discount, Bill.com integration, and secure client portals for efficient accounting and communication.
How do you deliver client service?
We provide virtual or in-person meetings, personalized support, and educational resources to help business owners understand financial processes.
