Tax Planning and Advisory Services

Year-round Tax Support

My firm is available year round to discuss your tax concerns:

  • whether you are starting a new business
  • have major life changes;
  • determining the best structure for your business
    (ie., pros/cons of an S-Corp election)
  • preparing for retirement
  • need to file a return for a prior year
  • need to file an amended return
  • received a notice from the IRS or a state taxing agency
  • prepare or revise your estimated tax liabilities for the current year.

I will work with you to determine the best solution for your specific tax situation.


I came to Doreen in January 2020 from a referral from my bookkeeper 6 months after launching my business. This was the best recommendation I have ever received! She helped me clean up my payroll, maximize my retirement contributions, all while meeting IRS and state requirements for the various payroll and company tax filings. I consider Doreen an integral part of my team and she has helped develop processes to make sure we maintain compliance. To say that Doreen is a ‘life saver’ is an understatement!

Jonathan, Business owner, Durham-Burlington, NC