What We Do

    FreeConsultation

    We offer a FREE Initial Consultation to business owners.

    Contact Us

    Cary, NC Location
    1148-5 Executive Circle
    Cary, NC 27511
    Phone: 919-467-8622
    Fax: 919-400-4379
    Wake Forest, NC Location
    10435 Ligon Mill Road
    Wake Forest, NC 27587
    Phone: 919-827-4380
    Fax: 919-400-4379

    Individual Services

    At JP Roney CPA PLLC, a Cary CPA firm, one of the most valuable services we offer our individual clients is comprehensive tax planning and advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.

    Many individuals throughout Cary and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.

    Our services for individuals include:

    • Income tax preparation- individual, multi-state
    • Budgeting
    • Tax planning
    • IRS problem resolution and audit assistance
    • Personal financial statements
    • Retirement and wealth accumulation planning
    • Budgeting
    • Estate planning
    • Trusts and gifts
    • Alternative minimum tax planning
    • College savings programs

    Special Offers:

    • Payroll withholding checkup - $50 - half off of regular price
    • 3 year review of tax returns $50
    • Newcomers receive a free NC return when preparing a multi-state return
    • Comprehensive tax plan and report - $400 off before end of year

    Contact Us for a FREE Initial Consultation

    Send us an e-mail or call us today at 919-467-8622 and ask for Joe Roney to discuss your business needs with an experienced Cary CPA.

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    JP Roney CPA PLLC is a North Carolina CPA firm located in Wake Forest. Our clients are located in towns like Cary, Wake Forest, , and more.