Tax Planning Services

Wake Forest tax planning services

JP Roney CPA PLLC has years of experience providing small business owners and individuals with proactive tax planning and accurate tax preparation. When you turn to us for assistance, we want to become your tax advisor year after year. We strive to build that lasting relationship by proving that you can always trust us to maximize your tax deductions so you can keep more money in your pocket.

At our Wake Forest, NC CPA firm, we get to know our clients and team up with them to craft a tax strategy that fits their unique situation. For small business owners, we look for the most tax-efficient ways to manage your revenues so your business increases in profits and value. We make sure that you are in compliance with the most current tax laws and never pay one dollar more than you truly owe. For individuals, we help you get a clear picture of your finances and work with you to preserve your income. And for all clients, we keep you apprised of your federal and state tax obligations so you save the most money possible while avoiding trouble with the IRS.

Tax Services for Businesses and Individuals

For proactive tax planning with high ethics and unblemished integrity, call us at 919-827-4380 now or request a free consultation through our website.

  • Strategic tax planning for small businesses
  • Tax planning techniques for individuals
  • Alternative minimum tax planning
  • Multi-state tax planning
  • Business succession planning
  • Trust and estate planning
  • Tax planning for nonprofit organizations