Business Details
15 Years
experience
Trusted Accounting & Tax Services in Raleigh, NC
Established in 2011, our firm provides professional accounting, tax, and financial planning services tailored to individuals and small businesses across the Raleigh, Cary, and Apex, North Carolina area. With over 15 years of diverse accounting experience in public and private sectors, including work with small firms and Big 4 companies, we combine deep technical expertise with personalized service. Our commitment to continuing education ensures clients receive up-to-date guidance on evolving tax laws and accounting standards, while our computerized systems deliver efficient, accurate results.We specialize in small business start-ups, entity selection, bookkeeping, payroll, and comprehensive tax planning, treating every client relationship as a partnership. Our mission prioritizes client needs through transparent communication, ethical practices, and a focus on long-term financial success for both individuals and businesses.
Services
Bookkeeping
Financial Planning
Tax Preparation
Payroll Services
Tax Planning
Details
- Year established: 2011
Highlights and features
- We offer 15+ years of diverse accounting experience across public and private sectors
- Specialized expertise in small business start-ups and entity selection consulting
- Personalized service treating every client relationship as a strategic partnership
- Committed to continuing professional education for up-to-date tax law compliance
- Leverage technology for efficient, accurate, and state-of-the-art financial services
Associations and certifications
- Certified Public Accountant
Services
Bookkeeping
Our comprehensive bookkeeping services help small businesses maintain accurate financial records through implementation of accounting software, accounts payable/receivable management, general ledger accounting, and month-end closings. We provide sales tax compliance, payroll tax services, budgeting support, and cash flow monitoring to ensure financial stability. Our QuickBooks consulting and setup services streamline accounting processes for improved business efficiency.
Financial Planning
We develop personalized financial plans to help individuals achieve long-term goals through retirement planning, college savings strategies, and estate preservation techniques. Our services include risk assessment, investment optimization, insurance coverage analysis, and tax-efficient wealth transfer strategies. We focus on creating customized solutions that address each client's unique financial situation and risk tolerance.
Tax Preparation
We prepare accurate individual and business tax returns while identifying opportunities to minimize tax liability through strategic deductions and credits. Our services include electronic filing for faster refunds, payroll withholding optimization, and comprehensive review of potential tax savings. We specialize in navigating complex tax regulations to ensure compliance while maximizing client refunds.
Payroll Services
Our payroll solutions handle all aspects of employee compensation including check preparation, tax deposit filings, and regulatory reporting. We offer comprehensive payroll services with W-2/W-3 processing and after-the-fact payroll options for businesses maintaining their own records. Our services ensure compliance with federal, state, and local payroll tax requirements while saving business owners significant time.
Tax Planning
We implement proactive tax planning strategies to legally reduce current and future tax liabilities through income deferral techniques, investment tax optimization, and retirement distribution planning. Our services focus on year-round tax minimization strategies rather than annual compliance, helping clients retain more of their income through legitimate tax-saving opportunities aligned with their financial goals.
People
Nadia LoVerde CPA
CPA
Certified Public Accountant with 15+ years of experience in public and private accounting, specializing in small business services. Graduated from Hofstra University with a BBA in Accounting in 1984.
Alexander LoVerde
Staff Accountant
Staff accountant since 2018 pursuing income tax preparer certification and Associates in Accounting degree from Wake Tech College while supporting firm operations.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, financial statement preparation, payroll processing, sales tax compliance, and accounting software implementation tailored to small business needs.
How can you help with personal financial planning?
We offer retirement planning, college savings strategies, estate preservation techniques, and investment optimization to help individuals achieve long-term financial goals.
What tax preparation services do you provide?
We prepare individual and business tax returns with electronic filing options, payroll withholding optimization, and comprehensive review of available deductions and credits.
What payroll service options are available?
We offer comprehensive payroll processing with tax filings and after-the-fact payroll services for businesses maintaining their own records.
How do you stay current with tax law changes?
We maintain professional expertise through continuing education courses and regular participation in accounting and tax association programs.
