Business Details
40 Years
experience
Expert Tax Return Preparation Services in Cary, NC
Since 1986, W. Marc Gilfillan CPA has provided personalized tax preparation services to individuals and small businesses in the Triangle area. Our founder, Marc Gilfillan, combines over three decades of experience with a commitment to building trust through transparent communication and accurate financial guidance. We specialize in navigating complex tax scenarios, from multi-income streams to business entity selection, while maintaining year-round client support. Our CPA certification and local expertise ensure compliance with federal and state regulations.We assist clients facing tax notices from the IRS or state agencies, offering clear explanations and resolution strategies. Our practice philosophy centers on demystifying tax processes and empowering clients with informed financial decisions. With a focus on relationship-based service, we prioritize client education and proactive tax planning. Our office maintains structured hours while offering flexible appointment scheduling to accommodate client needs.
Services
Tax Return Preparation
Tax Notice Assistance
Business Tax Services
Tax Consultation
Year-Round Support
Details
- Year established: 1986
Highlights and features
- Serving clients since 1986 with proven tax expertise
- Personalized service from certified CPA with local knowledge
- Specialized in handling IRS/state tax notices
- Free consultation appointments available
- Year-round client support beyond tax season
Associations and certifications
- North Carolina Board of Certified Public Accountants
Services
Tax Return Preparation
Comprehensive tax preparation for individuals and small businesses. Handles complex scenarios including multiple income streams and business entities. Ensures accurate filings with federal and state agencies while maximizing legal deductions.
Tax Notice Assistance
Expert guidance for IRS or state tax notices. Explains requirements clearly and develops resolution strategies. Provides representation during tax agency communications to protect client interests.
Business Tax Services
Specialized tax support for small businesses. Includes entity selection advice, quarterly filings, and compliance management. Helps new businesses establish proper tax structures from formation.
Tax Consultation
Year-round tax planning and consultation. Offers free initial consultations for new clients. Provides strategic guidance on tax implications for financial decisions and business operations.
Year-Round Support
Continuous client assistance beyond tax season. Maintains open communication for ongoing financial questions. Helps clients understand changing tax regulations affecting their returns.
People
W. Marc Gilfillan
CPA, MBA
Certified Public Accountant serving Triangle area clients since 1986. Holds NC CPA certificate #22717. Specializes in individual and small business tax preparation with personalized approach.
Questions
What tax services do you offer?
We provide individual and business tax return preparation, tax notice assistance, entity selection advice, and year-round tax consultation services.
Do you handle IRS tax notices?
Yes, we help clients understand and resolve IRS or state tax notices with professional representation and clear guidance.
Can you assist new business owners?
Yes, we provide tax structure advice for new businesses and help establish proper accounting systems from formation.
What are your office hours?
We're open Tuesday-Thursday 10am-4pm, with appointments available by phone. Office closed for lunch 12-1pm daily.
Do you offer payment plans?
New clients with $400+ tax returns receive $100 G-BUCKS discount. Contact us for specific payment arrangements.
When is the tax deadline?
2024 individual tax returns on extension are due October 15, 2025. We recommend scheduling early to ensure timely filing.
