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.

12/22/2025

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

Website

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