Business Details
We have been serving our clients with respect and honor for many years. Our firm's purpose is to help our clients formulate and accomplish their financial goals. We listen to our clients and use wise judgment in all business, tax, and financial matters. With over 29 years of experience, we have developed specialized skills in tax, financial, and business planning. Our team, led by Sherif Y. Iskander, has extensive experience representing clients before the Internal Revenue Service. We are committed to serving our clients with the highest level of expertise and professionalism. Our goal is to provide our clients with the best possible service, ensuring their financial success. We are proud members of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Our firm was founded in 1993, and we have been dedicated to providing exceptional service to our clients ever since. We strive to build long-term relationships with our clients, helping them achieve their financial objectives. Our team is passionate about delivering personalized service, tailored to each client's unique needs. We are dedicated to staying up-to-date with the latest developments in tax and financial planning, ensuring our clients receive the most effective advice. Our mission is to provide our clients with peace of mind, knowing their financial affairs are in capable hands.
Our firm was founded in 1993, and we have been dedicated to providing exceptional service to our clients ever since. We strive to build long-term relationships with our clients, helping them achieve their financial objectives. Our team is passionate about delivering personalized service, tailored to each client's unique needs. We are dedicated to staying up-to-date with the latest developments in tax and financial planning, ensuring our clients receive the most effective advice. Our mission is to provide our clients with peace of mind, knowing their financial affairs are in capable hands.
Highlights and features
- We have over 29 years of experience in tax and financial planning
- We are members of the American Institute of Certified Public Accountants
- We provide personalized service tailored to each client's unique needs
- We have extensive experience representing clients before the Internal Revenue Service
- We are committed to staying up-to-date with the latest developments in tax and financial planning
Services
Bookkeeping
We provide bookkeeping services to help our clients maintain accurate and meaningful financial records. Our services include preparing payroll and payroll reports, as well as sales and use tax reports. We also perform bank reconciliations and post cash receipts and disbursements to the general ledger.
Business Consulting
Our firm helps clients reach their maximum business potential by developing strategic business plans. We assist with setting goals, identifying services or products, and choosing a management team. We also help define specific target markets and measure results.
Employee Benefit Plans
We help our clients choose the correct type of retirement plan and investment, as well as select a third-party administrator. Our goal is to provide our clients with the best possible options for their employees.
Estate and Gift Tax Planning
Our firm provides estate and gift tax planning services to help our clients minimize their tax liability. We work with our clients to develop a comprehensive plan that meets their unique needs and goals.
Tax Representation
We represent our clients before the Internal Revenue Service, ensuring they receive the best possible outcome. Our team has extensive experience in tax representation and is dedicated to providing exceptional service.
Reviews (2)
Outpatient Veterinary
Nov 20, 2021
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Hands down the best CPA for our businesses and personal taxes. He knows what he is doing and will always save you more than cost you. 100% the only person we trust with our taxes. Thank you Sherif! - Once upon a Child, Greenville and Raleigh - The Outpatient Veterinary Clinic - Michael and Kelli Stewart
Donna Stewart Santifort
Apr 13, 2017
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My husband and I have been with Sherif Iskander for many years we absolutely love and adore Sherif. Wow, is this guy smart! He is a very hard worker who always has your financial worries under control the minute you hand them over to him.
