An Enrolled Agent is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Unlike many tax preparers or CPAs who focus on broad accounting, EAs specialize specifically in taxation and have "unlimited representation rights." This means Josh is federally authorized to represent any taxpayer regarding any tax matter before any IRS office.

You can search for 'Josh Davis' in Raleigh, NC, on the IRS.gov website to confirm my active standing.

Yes! As an Enrolled Agent, Josh can handle IRS notice support and represent you in audits, collections, or appeals. We manage the communication and dispute resolution directly with the IRS so you don’t have to deal with them yourself.

Absolutely. Many clients keep their existing CPA for high-level tax planning and we value the relationship with your CPA, working to ensure they have accurate data to make informed decisions for your business.

Yes! As a QuickBooks ProAdvisor, Josh offers "Catch-Up and Clean-Up" projects. If your books are months behind, you need a professional review, or something else, we’ll reconcile your accounts and organize your records so you are 100% tax-ready, and don’t miss any valuable deductions.

Not at all. While I’m based in Raleigh and love working with local businesses in Durham, Cary, Apex, and the surrounding areas, I serve clients all across North Carolina. Since our workflow is entirely secure and cloud-based, I can serve bookkeeping and tax clients remotely from anywhere. You can upload documents and sign your return securely from anywhere using your phone or computer.

Yes. Josh specializes in small business filings, including S-Corporation (Form 1120-S) and Partnership (Form 1065) returns. We also provide "reasonable compensation" analysis for S-Corp owners and multi-state filing support.

Absolutely! While we are based in Raleigh, NC, we serve virtual clients all over North Carolina (and nationwide) through our secure, cloud-based portal. You can upload documents and sign your return securely from anywhere using your phone or computer.

For the most accurate quote, it’s helpful to have your prior year’s tax return and/or a current Profit & Loss statement from QuickBooks depending on our topic of the quote. If your books aren't updated, we can start there.

You can schedule a free 15-minute discovery call directly through our website or request a quote online. We provide transparent pricing based on the complexity of your return or your business needs.