Accounting & Tax
Cary, NC
Triangle Tax and Insurance is a comprehensive financial services firm in Cary offering tax preparation, accounting, and insurance solutions under one roof. Run by an IRS Enrolled Agent and licensed insurance advisor, they serve individuals, families, and small businesses with accurate tax filing, proactive tax planning, bookkeeping support, and personalized health and life insurance guidance. Their integrated approach helps clients stay compliant, reduce tax liability, and protect their families with reliable, year-round support.
Ideal for: Small business owners, self-employed professionals, individuals seeking tax planning, families looking for health and life insurance guidance
Service area: Cary, NC and surrounding areas
IRS Enrolled Agent: Owner is an IRS Enrolled Agent qualified to represent clients before the IRS on tax matters, including audit representation and amended returns.
Integrated Services: Combines tax preparation, accounting, bookkeeping, and insurance services in one location, simplifying financial management for individuals and small businesses.
Year-Round Support: Provides proactive tax planning and responsive guidance throughout the year, not just during tax season, to help clients make confident financial decisions.
Address: Inside TowerView Office Suites, 1750 NW Maynard Rd Ste 100-118, Cary, NC 27513
Phone: (984) 666-5550
Website: triangletax.com
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