Our Experience

NC Tax CPA is a privately owned, leading professional services firm  experience in providing  outstanding service to our clients 

Our services are successfully delivered 

through a network -in the United States.

The Firm also maintains a office in Raleigh-  that is available by appointment only

Why Us?

Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  

Internal Control System Assesment


Professional Business Efficiency

We perform an internal control systems assessment to determine the efficiency and effectiveness of your operating procedures.Make sure transactions are authorized by a person delegated approval authority when the transactions are consistent with policy


IRS Audit Representation

 In fiscal year 2014, the IRS audited the tax returns of fewer than one percent of taxpayers nationwide. With those odds, you may be thinking it can’t happen to you. But you could be wrong. Especially if you have a lot of business expenses, your tax return is complicated, or you’re in a higher income bracket.


Cash Management

  • know when, where, and how your cash needs will occur.
  • know what the best sources are for meeting your additional cash needs.
  • be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors.


long term objectives

We spend time with our clients to understand their businesses, family, and personal needs to mutually determine the best planning structure for them.

To assist you in your altruistic endeavors and reduce your overall potential estate liability, we stand ready to assist you with a whole host of complex charitable giving strategies, including advice and analysis on grantor retained trusts, charitable trusts, and family foundations.


our services

We Also Serve To individual and contractor's :

Our firm will work with you to achieve a work life balance that results in your personal and professional success. You will have unlimited opportunity to succeed and grow within our firm at your own pace.

We serve family-owned businesses, real-estate owners, high net worth individuals, farmers and wineries, construction contractors

We believe in supporting our community and hire people that have strong connections to the RTP area.

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We also do preparation of accounting for all transactions in accordance with GAAP, including revenue recognition, accounts receivable, accounts payable, and payroll.

key Responsiblities

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  • Develop and implement sales and marketing plans
  • Prospect potential clients and discuss insurance and financial services
  • Build and execute strategies and plans to help clients accumulate and preserve their assets


  • Work closely with clients to ensure that their different costs are correctly reviewed
  • Analyzing and manipulating large and complex data
  • Read and interpret public agency data and tax law

Financial Entries

we specialize in


  • · Federal and State Tax Returns.
  • · Review and manage tax engagements.
  • · Work with clients to understand tax needs.
  • · Work with partners and coworkers on tax projects.
  • · Prepare quarterly corporate schedules, year-end schedules and tax reports.
  •  .Prepare federal, state, and local tax documents;
  •  .Recommend tax strategies by researching federal, state, and local taxation issues;
  • Maintain compliance with regulations by forwarding required information to federal, state, and local authorities;
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.


State and federal tax

Additional Information

Auditing, review, compilation and write-up fieldwork to include: inventory count observations, testing account reconciliations, recording confirmation results, vouching invoices to schedules and organizing data and schedules for testing.

Month end close, prepare financial statements, supporting documentation, detailed general ledger, balance sheet analysis, journal entries, bank reconciliations and other supporting schedules/reconciliations.

Payroll and all required monthly, quarterly and annual State and Federal Tax Reports.

Coordination of audits and assists with preparation of financial and statistical reports including year-end reporting, budgetary, CAFR and other legal documents and management analysis.

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Financial statements and operating reports for both internal and external purposes; responsible for overall accurate and timely financial reporting, including regulatory reporting and other internal and external reports.


External and internal audits and other regulatory exams/audits.

General ledger system which includes managing the maintenance of the general ledger system, including consolidation/intercompany elimination, and manage the bank wide certification process


Accounting functions including accounting operations, financial analysis, and forecasting and budget preparation..


Develop and implement appropriate and comprehensive accounting policies and practices that include the proper internal controls necessary to safeguard the Bank’s assets and to ensure the accuracy and integrity of financial reporting.


Accounting operation standards by contributing financial information to strategic plans and reviews; implementing production, productivity, quality, and customer service standards; resolving identifying system improvements.


Develop and monitor budget information for the accounting department; track expenditures and variances, and take corrective measures as needed.

Financial function

International income tax preparation and planning, transfer pricing analysis and planning, and audit preparation for financial statement reporting and government agencies, as necessary. We will monitor financial performance by measuring and analyzing results, initiate corrective actions and minimizing the impact of variances

Develop a reliable cash flow projection process and reporting mechanism. 

We will be responsible for financial operations including all accounting, FP&A, payroll, tax accounting, compliance, and cash management. 

Financial reconciliation and consolidation with multiple international subsidiaries. Analyze General Ledger movements and audit for consistency. Review line items, accounts and reports. Implement process improvements for efficiency and strategic initiatives.

Financial reconciliation and consolidation with multiple international subsidiaries. Analyze General Ledger movements and audit for consistency. Review line items, accounts and reports. Implement process improvements for efficiency and strategic initiatives.

Function at a high level of expertise and competency and use sound judgment while producing consistent results. Strong accounting skills to be responsible for the company's accounting and a variety of financial functions including the month-end close, hands on day to day accounting operations (G/L and A/P), accounting research, and process improvements.

 Maintain chart of accounts; ensure effective management of standard journal posting and monthly account reconciliations; review journal entries required to reflect the monthly activity Maintain internal controls and safeguards for receipt of revenue, costs, and budgets. Overseeing processing of A/P, inventory and preparation and processing of payroll

Variable Tax

Gift Tax :  Gifts to individuals and charities that exceed the annual exclusion. Data are collected for the donor of the gift, the amount of each individual gift reported, the computation of lifetime gifts, and calculation of tax liability.

State Tax Statistic : Gross estate and its composition, deductions, and tax, as well as information on the age, sex, and marital status of decedents. Estate tax data are produced by filing year and selected years of death.

Personal Wealth : This periodic study provides estimates of personal wealth of top wealth holders that are generated from estate tax return data using the "estate multiplier" technique, in conjunction with both filing-year and year-of-death estate databases.

Split Interest Tax : Split-interest trusts make distributions to both charitable and non-charitable beneficiaries, while providing tax benefits to their donors. Based on the method and timing of distributions, split-interest trusts are divided into four categories: charitable remainder annuity trusts, charitable remainder unitrusts, charitable lead trusts, and pooled income funds


Additional Information

 Advisory services has been earned through a focus on people, innovation, and excellence. We attribute our sustained growth to the daily contributions of the remarkable individuals who make up our team.

U.S. federal and state/local income and franchise tax returns, extensions, and estimates for assigned companies and process related tax payments

Income tax provisions based on IFRS accounting standards and maintain related tax accounts

Reconcile tax fixed assets and depreciation.

Researching routine tax issues.

Revenue cycle management processes, postings, and reporting; ensure cash receipts are posted accurately and timely; cross walking what services were delivered versus what got billed versus what got paid; record revenue in dollar amount and units billed and paid for proper recording; participate in billing reconciliation meetings with the benefits and entitlements department

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Small to Mid Size Business Accounting Service:

Produces monthly financial statements, including Statement of Financial Position, Statement of Activities with comparisons to budget, Cash Flow Statement, Rolling Forecast, Net Assets Roll-forward, and Memo pointing out significant information. Submits reports to and reviews with senior management.

Maintain internal control and safeguards for receipt of revenue, costs, program budgets and actual expenditures.

Prepare Cash forecasting, Budget Report, Bank Reconciliation, depreciation schedules,

fixed asset, expense report, monthly financial packages, annual budget preparation and

payroll journals.



Financial management in the area of Financial Accounting,

Forecasting, financial portfolio analysis. cash flow statement, and manage charts of

accounts and financial records.

Prepared and reviewed monthly financial reporting including Inter-company transactions,

fixed assets, variance analysis, and consolidated budgeting.