Tax and QB Guru
Accountant
Why pick this one
Tax and QB Guru combines North Carolina-licensed CPA tax preparation with QuickBooks services, payroll, tax planning, and fractional CFO support.
Best for
- Business owners seeking estimated tax planning
- Businesses needing QuickBooks setup, cleanup, training, or bookkeeping
- Startups needing tax-beneficial business structure advice
- Businesses seeking CPA-led financial analysis or fractional CFO support
- Clients needing tax notice response, tax debt handling, or IRS representation
- Individual taxpayers eligible for the Switch2Save discount
Look elsewhere if
- Switch2Save customers with bills under $290 who require human interaction, since that offer is digital-only
- Clients unwilling to use the client portal for status updates and messages under the digital-only Switch2Save process
Specialties
- Individual and business tax returns
- Estimated tax planning
- Tax debt handling
- Tax notice response
- IRS representation by a CPA
- QuickBooks setup, cleanup, training, and bookkeeping
- Payroll and payroll tax management
- Business structure advisory
- Fractional CFO services
Certifications
- Certified Public Accountant (CPA)
- North Carolina-licensed CPA
What makes them different
- Switch2Save offers eligible customers tax return preparation for 10% less than the fee paid for the previous filed return, with a $100 minimum bill
- Tax returns under the Switch2Save offer are reviewed and signed by a North Carolina-licensed CPA
- QuickBooks Online and Desktop expertise is listed from 2018-present
- A free AI-enabled Tax and QB Navigator chatbot answers firm, tax, accounting, and QuickBooks questions
- Periodic business financial analysis and decision-support advice are performed by a CPA
Distilled from this business's own website.
Contact & Location
- Address
- 800 Park Offices Dr Ste 3318, Research Triangle Park, NC 27709
- Website
- http://www.taxandqbguru.com/
- hello@rfuenzalida.com
Services
- Tax preparation
- Tax planning
- Tax resolution
- Business accounting
- QuickBooks services
- Payroll services
- Financial analysis
- Business advisory
- Fractional CFO services