It's Never Too Early To Start Planning For Retirement

Effective retirement planning involves creating a strategy that is not only grounded in your present financial circumstances but also aligns with your future financial objectives. This process can be challenging due to the complexity of tax regulations concerning retirement plans. Each benefit plan has distinct requirements as defined by the IRS, making it essential to comprehend the tax consequences of your retirement planning decisions. If you've already started saving for retirement, are you confident that you're saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you? If you haven't started saving for retirement, we'll help you figure out a plan that works for you and your family.

Retirement Planning Services

When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience. Here’s what we do for you:

  • Evaluate your current financial situation, including assets and liabilities.
  • Create a budget that meets your retirement goals, including how much you need to contribute to your current retirement plan to meet those goals.
  • Review your Social Security account to determine the best time to begin taking your benefits.
  • Make sure that you understand how other sources of retirement income affect the retirement planning process.
  • Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.

Isn't It Time You Started Planning for a More Secure Financial Future?

Whether you're already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning.

Schedule your meeting online

Client Portal

Our Services

Tax Season Hours

Jan 1 – April 15
Mon – Fri: 8:30A – 5P

Regular Hours

April 15 – Dec 31
Mon – Fri
9:00 AM – 5:00 PM
Sat-San: Closed

Get a personal consultation.

We will take care of your accounting and administrative services.

See What Our Customers Are Saying

John Pyle
John Pyle
This is my second year working with Warren and he has great great.easy to access, prompt and professional . he does a good job for us at a very fair price. good firm.
Evelyn Horn
Evelyn Horn
I strongly recommend TaxCom, LLC at 8220 Creedmoor Rd., Suite 101 in Raleigh. I have been very happy with their tax preparation service, and especially with Joan Baron’s work. She’s very efficient and prompt, and answered all my questions.. I’ve worked with other tax preparers in the past who either rushed me through or who just took my paperwork and barely spoke with me about it. But Joan took the time to meet me before I turned in my paperwork and afterwards to review everything. I left feeling assured that everything was in good order. I felt her charges were more than fair considering all the work she had to do for me. Working with Joan at TaxCom LLC was a pleasure!
Fiifi Twumasi
Fiifi Twumasi
Incredibly out standing delivery of service. I mean I wasn’t expecting such quality service and consideration of thoughts in putting up a complete service. Very careful in paying attention to his clients and I my self is very attentive to any person I come across. I am very grateful to have met you Zeb!!! Thank you once again. I had to get on here to inform the world of your quality in service. Remain blessed!!
Chengyu
Chengyu
Zeb assisted me with my taxes in 2024. He was approachable and consistently available. We began preparing the documents in April, and he managed to complete everything efficiently and well before the tax deadline.The whole process was quick and smooth, highly recommended!
Jonathan Farrell
Jonathan Farrell
Fast and easy tax prep! Very attentive and great to work with.
Brandon Lee
Brandon Lee
Joan was a delight to work with. She was kind, courteous and down to earth during our initial meeting. She responded to any questions or concerns promptly. Highly recommend the company for tax prep services.
Barbara Zelter
Barbara Zelter
I found Joan Baron and TaxCom online and decided to go there to process my 2023 taxes. I am not a math or tax whiz; Joan treated me with respect and clearly explained all my options along the way. The main thing I want to commend is that Joan not only found major errors in the return someone else prepared for me last year, but also, she helped me brainstorm how to deal with the costly fallout from those mistakes. She set me on a strong footing for my finances and tax decisions onward. So now I will be a loyal client of TaxCom and of Joan in particular. I highly recommend their services. They have a simple office (you know they are not robbing clients to pay for a fancy setting), and everyone I met on the small staff was cordial and casual. A great business you can trust.
Dubravka DePew
Dubravka DePew
This is the second year I've used Zeb to do my taxes. He made things easy for me. I was able to upload all the info he needed.He did a great job and it was a quick turn-around. Additionally, whenever I've had a question, Zeb has always been quick to respond to my emails - and the cost for his services is very reasonable.
Daniel Nicely
Daniel Nicely
Warren Harvey at Taxcom is the guy to know! Excellent service and communication -the hallmarks of professionalism. Recommended.
Collin Ossman
Collin Ossman
Did a great job at finishing my taxes on an extremely short notice for both my personal return and my LLC
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