Business Details
Trusted CPA Services for Triangle Area Businesses
Phares-Aldrich Susan L CPA PLLC was founded to deliver comprehensive accounting, tax, and management consulting services to small and medium-sized businesses in the Triangle area. Our team combines technical expertise with industry-specific insights to address the unique challenges faced by clients in sectors such as real estate, construction, technology, and nonprofit organizations. We prioritize quality and value, offering tailored solutions that include tax planning, financial statement preparation, payroll reporting, and full-controller outsourcing.With a Certified QuickBooks Pro Advisor on staff, we provide specialized support for bookkeeping and financial management. Our mission is to empower clients with the tools and guidance needed to achieve long-term success through strategic tax, financial, and operational planning.
Services
Tax Preparation
Financial Management
Accounting Services
Bookkeeping
Payroll Tax Filings
Controller Outsourcing
Business Start-Up Services
Multi-State Tax Compliance
Budget Planning
Financial Statement Compilations
Highlights and features
- Certified QuickBooks Pro Advisor on staff for expert bookkeeping support.
- Specialized services tailored to real estate, construction, and technology industries.
- Comprehensive tax planning and compliance solutions for small to medium businesses.
- Experienced professionals providing full-controller outsourcing services.
- Proven track record in multi-state tax preparation and business start-up consulting.
Associations and certifications
- Certified QuickBooks Pro Advisor
Services
Tax Preparation
We provide federal and state tax preparation with electronic filing for businesses and individuals. Our services ensure compliance, minimize liabilities, and optimize refunds through strategic planning tailored to your financial situation.
Accounting Services
Comprehensive accounting solutions include bookkeeping, financial statement compilation, and reviews. We maintain accurate records and prepare statements to support informed business decisions and regulatory compliance.
Payroll Tax Filings
We handle payroll tax filings and reporting requirements, ensuring timely compliance with federal and state regulations. Our team streamlines payroll processes to reduce administrative burdens for businesses.
Controller Outsourcing
Full-controller outsourcing services manage all aspects of financial operations, including budgeting, cash flow analysis, and tax planning. This service provides businesses with expert financial leadership without hiring a full-time controller.
Business Start-Up Services
We assist new businesses with entity selection, tax registration, and financial planning. Our guidance helps startups establish compliant structures and sustainable financial practices for long-term success.
People
Susan Phares-Aldrich
CPA
Susan Phares-Aldrich is a certified public accountant with a focus on delivering comprehensive accounting and tax services to small and medium-sized businesses in the Triangle area. Her expertise spans financial planning, compliance, and industry-specific consulting.
Questions
What services does Susan Phares-Aldrich CPA PLLC offer?
We offer tax preparation, accounting, bookkeeping, payroll tax filings, financial planning, controller outsourcing, and business start-up consulting for small to medium-sized businesses.
Do you specialize in specific industries?
Yes, we provide tailored services for real estate, construction, technology, nonprofit organizations, and professional services industries.
What sets your firm apart from other CPAs?
Our team includes a Certified QuickBooks Pro Advisor and offers industry-specific expertise, multi-state tax compliance, and full-controller outsourcing tailored to client needs.
How do you handle multi-state tax compliance?
We prepare and file state and local tax returns across multiple jurisdictions, ensuring compliance with varying regulations while optimizing tax efficiency for your business.
Can you assist with business start-up requirements?
Yes, we help new businesses choose the right legal structure, register for taxes, and develop financial strategies to support growth and compliance.
