In the summer of 2024, Steward Ingram and Cooper, PLLC combined their two Raleigh and Durham offices into on in Morrisville for easy assess. Morrisville business owners can meet face-to-face with their CPA at Steward Ingram & Cooper, PLLC’s Research Triangle Park headquarters on Carrington Mill Blvd. Our business tax accounting team still works with companies throughout Cary, RTP, and the broader Triangle, serving medical, engineering, and legal industries.
Our Accounting Services
Financial Statement Preparation
Accurate financial statements are the foundation for smart business decisions, whether you’re applying for a loan, courting an investor, or simply want a clear read on how your company is performing. Our Morrisville-based CPAs prepare balance sheets, income statements, and cash flow reports in accordance with Generally Accepted Accounting Principles (GAAP), then walk through the results with you in person so the numbers translate into next steps you can act on.
Tax Preparation & Planning
Business taxes rarely stay simple for long, especially as your company grows, adds employees, or expands into new markets. Because our entire team works from one Research Triangle Park office, the CPA who prepares your annual and quarterly returns is the same person available for tax planning conversations throughout the year, not a rotating point of contact. We help identify deductions, structure retirement and benefit plans, and build strategies that reduce your tax burden ethically and consistently.
General Ledger Assistance
A clean, up-to-date general ledger is what makes every other part of your accounting accurate, from tax filings to financial statements. We help Morrisville businesses organize, reconcile, and maintain their general ledgers, catching discrepancies early so your records stay reliable year-round rather than becoming a scramble each tax season.
Why Morrisville Businesses Choose Steward Ingram & Cooper
Steward Ingram & Cooper, PLLC has been headquartered in Morrisville’s Research Triangle Park since summer 2024, when we consolidated our Raleigh and Durham offices into one location to strengthen our team capabilities. Jeffrey C. Cooper leads ongoing client accounting and advisory work, Stephanie B. Holt manages financial audits and statement reviews, and David A. Hogg handles complex tax planning and multi-state compliance. Every member of our CPA team works from this location, so Morrisville clients get direct, in-person access to the same accountants handling their tax preparation and financial statements year-round, not a satellite office or rotating remote contact.
Frequently Asked Questions
What is the difference between a CPA and an accountant?
A Certified Public Accountant has earned their CPA license through a combination of education, experience, and exams, and is held to ongoing continuing-education requirements by the state. Only CPAs can legally audit financial statements and file them with the Securities and Exchange Commission.
What accounting duties can be outsourced to a CPA?
A CPA can help with tax preparation and planning, tax filing, general ledger assistance, financial statement preparation, and financial analysis for personal, business, or non-profit needs.
Are accounting services taxable in North Carolina?
Outsourced accounting services are not subject to sales tax in North Carolina. Contact our Morrisville CPAs to learn more about how this applies to your business.
What’s the difference between accounting services and bookkeeping?
Both are vital to a business’s financial health, but they serve different functions. Bookkeeping records daily financial transactions, while accounting services analyze that data to guide decisions and planning.
Can I meet with my CPA in person?
Yes, our headquarters at 3005 Carrington Mill Blvd is a walk-in office, so Morrisville clients don’t need to travel for meetings.
Do you only work with Morrisville businesses?
No, while we’re headquartered here, we serve the full Triangle, including Raleigh, Durham, Cary, and Chapel Hill.
What types of industries do you work with?
Most of our clients are serviced based, and we work with many clients in the legal, engineering, and medical fields.