Personal and Business Accountants in Durham, NC

Our Durham CPA firm offers comprehensive accounting services to help minimize your tax payments, plan for the future, and meet your financial goals. Steward Ingram & Cooper PLLC doesn’t just take over your accounting and tax needs, we work with you to ensure you receive personalized service and customized guidance as we empower you to make informed decisions related to your personal and business finances.

Our Business Accounting Services

Whether you are managing a sole proprietorship, a corporation, or your own personal finances in Durham, these bookkeeping tasks can be complex and time-consuming. From financial statements to estimated and annual tax preparation, we’ll be by your side, saving you time while ensuring accuracy, compliance, and timely reporting. Our complete services include:

Accounting and Bookkeeping

In addition to businesses, we also work with individuals, especially those with complex finances, as well as nonprofit organizations.

• Tax Planning and Preparation
• Multi-State Tax Returns
• QuickBooks Support
• Financial Statements

Business Tax Preparation and Planning

Tax laws update annually and those changes in the code can drastically affect how you file and how much you pay. That’s why you need a tax planning CPA who can keep your business compliant with the updates while keeping your tax burden as low as possible. Our Durham CPA firm offers planning services that will provide you with the information you need to minimize your payments ethically and legally, from understanding trusts to estate planning for your personal finances to looking at how to leverage your business entity for maximum benefit.

Financial Statements

In addition to preparing financial statements, our Durham CPA firm can also compile statements for review or provide comprehensive audits. These financial statements give you a snapshot of your finances at any point in time, allowing you to make sound financial decisions. Steward Ingram & Cooper PLLC can generate financial statements on a monthly or quarterly basis for you. That way, you can pinpoint business activities, such as revenue, costs, earnings, and your net income for a given period of time. Financial statements are equally as important for individuals as they are for businesses. Both parties should be aware of their finances and their trendlines.

Who We Serve

Our Durham CPA firm is comprised of certified accountants who have decades of experience, including CPAs, certified bookkeepers, and certified personal financial specialists. This allows us to better serve a diverse range of business and individual clients.

Personal Tax Preparation and Financial Planning

Investments, rental property, retirement accounts, and financial gifts can make your taxes complicated. Our CPAs are equipped to handle complex tax returns in order to save you time, ensure accuracy, and reduce your taxable income when possible. We offer both state and federal tax preparation.

Business Accounting Services

Our Durham CPA firm provides tax preparation and planning services throughout the year for all types of business entities, including sole proprietorships, LLCs, and corporations. In addition to your annual return and estimated taxes, we also offer payroll, bookkeeping, financial planning, and other accounting services. We also have CPAs that specialize in international taxes, whether you travel or work in a foreign country, own foreign assets or investments, operate a business overseas, or engage in any other foreign source activity, we are available to assist you.

Some of the industries we work with include, but aren’t limited to:

• Restaurants
• Preschools and child care centers
• Law firms
• Health care, including doctors, dentists, and home health
• Construction and engineering companies
• Home repair and maintenance, including HVAC and plumbing companies

Nonprofit Accounting Services

While nonprofit organizations don’t need to pay taxes, it’s important to submit a thorough, accurate Form 990 each year for your charity. This is legally required. In order to keep up with your finances, it’s crucial to do so on a regular basis. We understand that your time is valuable, and you might not have time to maintain a balance sheet or generate your financial statements. Let our Durham CPA firm take the work off your hands. We can complete and file your Form 990 as well as provide bookkeeping services that will allow you to spend more time focusing on your mission and less time looking at a spreadsheet.

Contact Our Durham CPA Firm for Your Tax Needs

When you need reliable financial advice and assistance, Steward Ingram & Cooper PLLC can help. Our CPAs are here when you need timely communication and are dedicated to acting on your behalf to help you meet your goals. With office locations in Durham and Raleigh, we serve a wide community of clients. To get started, give our office a call today at 919-493-2603 or fill out the form below.