Elite Tax & Financial Services, LLC

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Elite Tax & Financial Services, LLC We prepare taxes for individuals and businesses. If you need help with the IRS, please call. Open year round for your everyday financial and tax needs.

If you need life insurance or would like to invest money in an annuity, I can help. If you receive a letter from either the IRS or State Department of Revenue, don't just ignore it. Please call me, I will let you know if it looks accurate or not.

Even if you don’t itemize, you can still take off some money for charitable donations. As long as it is cash check charg...
08/30/2026

Even if you don’t itemize, you can still take off some money for charitable donations. As long as it is cash check charge, and you have proof.

Clothing, donations and donations of goods do not count

There’s a new tax benefit for charitable giving in 2026. Under the Working Families Tax Cuts, taxpayers who don’t itemize may be able to deduct up to $1,000 in cash contributions to certain qualified organizations, or up to $2,000 for married couples filing jointly. See the new charitable contribution deduction rules and find out what qualifies: https://ow.ly/yGkH50ZyczK

Please read!
08/27/2026

Please read!

The warns of an evolving digital assets scam where fraudsters are sending fake IRS letters that direct you to enroll your cryptocurrency in a “Digital Asset Compliance Portal” by a certain deadline. No such portal exists.

If you receive this notice, do not scan the QR code or provide any personal or financial information. Scammers are trying to steal your information and digital assets.

Stay alert and report these scams at www.irs.gov/scams

12/22/2025

We will be closed until January 2nd. If you need anything don’t hesitate to call the office we will still answer the phone. We wish everyone a very Merry Christmas and Happy New Year!

The end of the year is almost upon us and if there is any questions you have before the new year please don’t hesitate t...
12/15/2025

The end of the year is almost upon us and if there is any questions you have before the new year please don’t hesitate to call us. 919-554-9400 also we are taking new clients. Schedule a phone consultation today to discuss the new year tax planning.

With the OBBBA act there is a lot that taxpayers are confused about. Check out the OBBBA tab on our website at www.elitetaxandfinancial.com for some changes. Merry Christmas and Happy New Year!

Professional Tax Preparation, Bookkeeping, Audit Representation and Financial Services, Tax Planning

12/01/2025

Elite tax and Financial Services LLC is now taking new tax clients. We have a CPA working in our office now and is available for new clients. Please call our office at 919-554-9400 or text Lisa at 919-696-8196. We look forward to working with you this upcoming tax season.

Address

1241 S Main Street, Ste 21
Wake Forest, NC
27587

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