Elite Tax & Financial Services, LLC

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.

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.

Please vote for favorite businesses.
06/27/2025

Please vote for favorite businesses.

Please vote for Best accountant”. Elite Tax and Financial. Thank you.
06/22/2024

Please vote for Best accountant”. Elite Tax and Financial. Thank you.

Check it out now!

We are so happy to have the support from the community and the votes for Best of the Best. We came in first place for Be...
11/04/2023

We are so happy to have the support from the community and the votes for Best of the Best. We came in first place for Best Accountant. Thank you for voting for us!

We received a call last week saying that we are one of the three finalist for the best of the best 2023. We are so grate...
10/24/2023

We received a call last week saying that we are one of the three finalist for the best of the best 2023. We are so grateful to be in the top three. The banquet will announce who the winner is. The banquet is on Nov 2nd Thank you for all that voted for us it was greatly appreciated.

Last day of the IRS forums. There is more and more identity theft happening, therefore IP PIN is a very important factor...
08/31/2023

Last day of the IRS forums. There is more and more identity theft happening, therefore IP PIN is a very important factor to insure no one files a tax return on your behalf.

Getting our education completed!
08/30/2023

Getting our education completed!

Last day to vote Aug 6
08/06/2023

Last day to vote Aug 6

Check it out now!

2 more days to vote!
08/05/2023

2 more days to vote!

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Check out Elite Tax and Financial Services, LLC. Check it out now!
07/30/2023

Check out Elite Tax and Financial Services, LLC. Check it out now!

Check it out now!

This is a necessary thing to have. I had a client that never filed a return and yet someone else filed a return using ...
07/30/2023

This is a necessary thing to have. I had a client that never filed a return and yet someone else filed a return using her social security number. It has taken months for her to get this issue cleared up and for her to be able to file her own tax return.

The IP PIN is a six-digit number assigned to eligible taxpayers to help prevent the misuse of their Social Security number on fraudulent federal income tax r...

Address

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

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