Food

June-Neri Financial

Closed

(9)

Call

Website

Photos

1241 S Main St Ste 6

Wake Forest, NC 27587

+1 (919) 554-9400

http://www.elitetaxandfinancial.com

Elite Tax and Financial Services in Wake Forest, NC offers comprehensive tax and financial solutions for individuals and businesses, specializing in tax preparation, audit representation, life insurance, and tax planning. Their team of Enrolled Agents, attorneys, and CPAs provide expert guidance and representation before the IRS and state departments of revenue.

With a focus on communication, preparation, and representation, Elite Tax and Financial Services assists clients in the Raleigh, Wake Forest, and surrounding areas with tax CPR, helping them keep more of what they earn through services such as Offer in Compromise, penalty abatement, installment payments, and tax return preparation for individuals and small businesses.

Generated from the website

Also at this address

Shepherd's Restaurant Service

Reviews

5.09 reviews

Tara R.

11/30/2025

I waited until the last minute and was looking for an accountant. Elite went above and beyond handling my tax issues and filing promptly. Lisa was great to work with and made a complicated...

Read more on Yelp

TJ L.

4/12/2024

When my longtime tax preparer abruptly retired in January I was forced to find a replacement rather quickly. I wanted someone that was not a large operation and was transparent about pricing. I...

Read more on Yelp

Rae W.

4/3/2017

I found Elite Tax & Financial on yelp to assist me with filing my taxes. Over the years, my financials had become very complex and I needed assistance to ensure I was filing accurately. I called...

Read more on Yelp

Jacqueline B.

7/13/2021

Lisa is amazing! She helped us get out of a very complicated tax situation. The countless hours of dedication and hard work does not go unrecognized. If you need a knowledgeable, patient,...

Read more on Yelp

Ryan I.

9/17/2019

I found Elite Tax on the Wake Forest website via Facebook. Lisa was the best thing I could have found at that particular time. She is spot on with her calculations and is very good about...

Read more on Yelp

Own this business?

See a problem?

Auditing services, Certified public accountant, Financial consultant

Reedman & Associates

Reedman Associates, Inc. is a highly qualified accounting and tax solutions firm based in Raleigh, NC. With a team of experienced professionals, including United States Tax Court Practitioners, Certified Fraud Examiners, and Chartered Certified Accountants, they offer a wide range of services including tax preparation, representation, and planning, as well as forensic accounting and fraud investigation. Known for their expertise and commitment to client satisfaction, Reedman Associates, Inc. provides personalized financial solutions for individuals and businesses, offering services such as personal financial planning, small business accounting, and audits. With their extensive knowledge and dedication to excellence, they are a trusted resource for all accounting and tax needs.Generated from the website