Tax Planning Company in Raleigh NC

Our tax planning experts in Raleigh understand that the goal of most of our clients is to pay less in taxes. That is why we recommend developing a tax strategy to help you maximize the deductions you qualify for on a long term basis. Developing the right tax plan for your situation depends on quite a number of different variables. Because there are so many variables, we like to understand your situation before making any recommendations. Schedule a free tax planning consultation with us and we can start saving you money.

What is Tax Planning?

Planning your taxes is a way to reduce your tax liability in a way that can help you keep more money in your pockets, either now or for in the future. By having an understanding of the current tax laws, tax codes, and regulations, we help contractors, individuals, and small businesses minimize their taxes throughout the year. We understand that our small business clients need proper planning to be successful. We provide customized tax saving and planning strategies that helps our clients save more and pay less in taxes.We do so by focusing on:  

  • Small business retirement planning.
  • Taxable & Non-taxable employee benefits or accountable and reimbursement plans.
  • Key-man Life & Disability insurance Individual.
  • Individual saving accounts: IRAs, HSA, etc.
  • Cost segregation study for real estate investors
  • R & D Tax Credit for start-ups
  • Estimated quarterly taxes using actual numbers self-employed and S-Corp officers.

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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