June-Neri Financial

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1241 S Main St Ste 6
Wake Forest, NC 27587
+1 (919) 554-9318
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.

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5.08 reviews
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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...

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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...

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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,...

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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...

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William V.
10/5/2016

Lisa is fantastic! She was able to see me right away and resolved my tax return issues quickly. Really grateful for her help.

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