Cary accounting for individuals - (919) 847-6800

Audits, Reviews, Compilations and Write-Up Services

PT CPAs, PLLC provides professional audit, compilation, review, and specialty attest services to small businesses, contractors, non-profits and governmental entities around North Carolina and the surrounding states.

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Tax Consulting and Tax Preparation

At PT CPAs, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals, businesses, tax-exempt entities and trusts.

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IRS Issues and Unpaid Taxes

Tax problems don’t go away by themselves – they just get worse and worse, not only as penalties and interest mount up, but also from the stress that dealing with the IRS and other tax authorities can cause.

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Small Business Tax and Accounting

At PT CPAs, we focus on meeting the special tax needs of small businesses, including preparing year end books for the tax return to payroll and sales tax filings though year-end taxes.

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Getting Ready for Tax Season

November and December are busy times for us, setting up tax planning meetings, enacting year-end strategies, making retirement plan decisions. If you are a business owner and have not yet scheduled our year-end meeting, please do so ASAP.

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Bookkeeping

To succeed in business, you need to know where you are, financially. Well-organized, accurate financial records help your business run more efficiently, and are fundamental to the business decisions you are called upon to make every day.

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Life Insurance Policy Solutions

During 2017 we have partnered with another firm in Raleigh to provide an option for certain folks to sell their life insurance and realize an immediate cash infusion.

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Alternative Retirement Planning

For many of our W-2 clients, or business owner clients with lots of employees, you are struggling with developing retirement planning opportunities that do not require you to provide a heft benefit and tremendous cash cost, to you and your business.

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Business Equipment - Buy vs. Lease

We are often asked should I buy or lease a business asset. If it is a vehicle and we are talking about 3 years, it is about a “push.” If you lease or purchase the tax benefits are about the same.

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Individual Taxes

At PT CPAs, we specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates.

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