Accounting & Tax
Research Triangle Park, NC
Tax and QB Guru is a CPA-led accounting firm in Research Triangle Park specializing in individual and business tax returns, QuickBooks management, bookkeeping, payroll services, and fractional CFO advisory. Led by Adi Mahajan, CPA, MBA, the firm offers comprehensive tax planning, IRS representation, business structure consulting, and periodic financial analysis to help individuals and small-to-medium businesses optimize their tax positions and financial operations.
Ideal for: Small business owners, self-employed professionals, startups needing business structure guidance, companies seeking QuickBooks optimization and bookkeeping support
Service area: Research Triangle Park, Raleigh, Durham, Chapel Hill, and surrounding Wake and Orange County areas
CPA-Led Team: Founded and led by Adi Mahajan, CPA, MBA, with support from Les Merritt, CPA (1981-present), ensuring expert-level guidance on all engagements.
QuickBooks Specialist: Offers complete QuickBooks solutions including clean-up, set-up, training, and ongoing bookkeeping for both online and desktop versions.
Fractional CFO Services: Provides advisory-level financial leadership and business decision support for growing companies seeking CFO-level expertise without full-time hire costs.
Address: 800 Park Offices Dr Suite 3318, Research Triangle Park, NC 27709
Phone: (252) 352-5161
Website: taxandqbguru.com
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