Bourbonnais Tax Associates LLC

3 Reviews
Contact Us
9121 Anson Way Suite 200 Raleigh, NC 27615
Tax and Business Strategic Planning Experts

Bourbonnais Tax Associates, LLC, a North Carolina tax strategy and wealth management firm, is dedicated to providing superior tax planning and consulting services to our clients to enable them to be more successful in their endeavors. We are a full-service tax firm serving individuals, investors, and business owners nationwide, and provide clients with a full array of tax preparation and true Tax Planning services. Our principals, staff, and consultants include Enrolled Agents, QuickBooks Bookkeepers, and Management Consultants, with over a century of combined business operations, support and consulting experience. We use state-of-the art computer software for our tax preparation services, with advanced error checking and "what if" planning. Wherever possible, all tax returns are electronically filed with the tax agencies, increasing efficiency and accuracy. You are not merely handed a stack of papers with "sign here" stickers but are provided full-service consultation so you understand the "why" of the tax return results, and how our strategic tax planning services help to reduce tax liability and add value to your bottom line. Our tax planning opportunities provide a multitude of possibilities. We'll work with you to ferret out the best options and project the impact the changes will have under those scenarios. Call us now at (919) 803-6468 or request a Discovery Call online to find out how we can help you save money on taxes.

Call to Inquire Initial Consultation

1 - 9 Employees

Credit/Debit, Check Payments Accepted

2009 Founded

3 Reviews
4.7

Customers rated highly for and Professionalism.

5
Excellent
67%
4
Great
33%
3
Average
0%
2
Poor
0%
1
Bad
0%
Portfolio
What We Do
Accounting & Tax Services Business Consulting Business Coaching Enrolled Agent Individual Tax Planning IRS Liens & Levies Tax Audit & Representation Tax Preparation
FAQs
What type of clients do you work with?
We work with small and midsized businesses and individuals. On the business side, we work in many industries including service based companies, and specialize in helping > business owners and entrepreneurs, > dentists, > veterinarians, > construction industry and trade contractors, > restaurant, food service and catering, and > real estate professionals and investors. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.
Can you save me money?
The specialized we have enables us to rescue thousands of dollars from being paid in unnecessary taxes every year. We have the ability to find tax credits and deductions that the average CPA, accountant, or even an Enrolled Agent can easily miss. We know how to leverage legal and ethical tax loopholes that bring the highest tax savings possible to our clients. When you become our client, we’ll educate you on how to reduce your tax burden and we’ll make it easy. We’ll explain what you need to do and why in language you can understand and guide you on practical steps you can take right away to start reducing your taxes.
How do I get started?
The best way to begin is to either call or email us (see contact info in our bio above) to schedule a Discovery Call. We'll discuss your needs, answer any questions and decide if we are the right fit for each other.
Reviews
David S.
Verified
1 year ago

Mary G.
Verified
1 year ago

Kirk P.
Verified
2 years ago

Response from Bourbonnais Tax Associates LLC:
Kirk, thank you for the 5-star review! We appreciate it!

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