About Our Agency

Triangle Tax and Accounting have been providing our clients with the vital advice they need so they can keep more of what they make. Triangle Tax and Accounting is servicing clients in the Triangle area; Raleigh, Cary, Durham and the surrounded area. If you're looking for a productive relationship with trusted financial experts, Triangle Tax and Accounting is the right match for you.

Our Staff

Triangle Tax and Accounting's accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations and are well versed in the accounting issues and tax laws that may impact them. Triangle Tax and Accounting offers the benefits of years of experience gained from serving a diverse client base and previous positions.

Our Work

Triangle Tax and Accounting believes that the selection of a experienced accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. Triangle Tax and Accounting services today transcend accounting to include virtually every aspect of your financial life, whether corporate, personal or estate. Some of Triangle Tax and Accounting services include tax preparation and planning services, incorporations and start up services, and IRS problem resolution.

Client Service

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.



Financial Statements

Financial Planning

Business Entity Selection

Business Succession Planning

Cash Flow & Budgeting Analysis


International Taxation

Tax Planning & Preparation

Notary Public

Accounting Services

Government Representation

Buinesses & IndividualsTax Preparation


Retirement Planning

Investment Review

Payroll Services

Sales Tax Services

Buying & Selling a Business

Accounting Software Selection & Implementation

Accounting Services
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


Consulting Services


New York

Info Center

Money Magazine

Money Magazine offers an online edition that is a great resource for financial information.

Contact Us

3141 Capital Blvd
Suite 101
Raleigh, NC 27604

Phone: 919-851-6400

Fax: 919-854-4600