01
Tax Preparation
Federal and state returns for businesses and individuals, filed electronically.
Holly Springs · Serving the Triangle
Accounting that gives you peace of mind.
A full-service CPA firm for small and mid-sized businesses and the people behind them. From a single consultation to complete bookkeeping, tax, and controller services — quality work you can rely on.
AICPA Member
NC Association of CPAs
Certified QuickBooks ProAdvisor
Holly Springs Chamber of Commerce
What we do
A full range of CPA services, sized to fit your business.
Whether you need help once a year or a partner in the books every month, our services are value-driven, with financial and management planning built in to help you succeed.
02
Tax & Financial Planning
Financial management and tax planning for businesses and individuals, year-round.
03
Accounting & Bookkeeping
Comprehensive accounting, bookkeeping, and write-up services, supported by a Certified QuickBooks ProAdvisor.
04
Compilations & Reviews
Financial statements compiled and reviewed for owners, lenders, and stakeholders.
05
Multi-State & Local Tax
Preparation and compliance for businesses operating across state and local jurisdictions.
06
Cash Flow & Budgeting
Planning and analysis that shows where your money is going — and where it should.
07
Payroll Tax Filings
Payroll reporting and tax filings handled accurately and on time.
08
Controller Outsourcing
Full controller services for businesses that need the expertise without the full-time hire.
09
New Business Start-Ups
Guidance on choosing the right business structure for tax purposes, from day one.
Who we serve
We know the challenges of your industry.
Individualized services built around the industry-specific challenges, compliance needs, and standard tax practices of the businesses we work with.
Real Estate
Construction
Technology
Non-Profit
Professional Services
Consumer Services
About the firm
Quality work, and the peace of mind that comes with it.
Susan Phares-Aldrich CPA, PLLC is a Raleigh Triangle area CPA firm located in Holly Springs, North Carolina. Our mission is to provide accounting, tax, and management consulting services to clients throughout the Triangle.
We specialize in small to medium-sized businesses, offering everything from a simple consultation to full maintenance of the books and records. For bookkeeping clients we also handle payroll reporting, and we have a Certified QuickBooks Professional Advisor on staff to assist you.
Our goal is simple: help our clients achieve success.
Forms & links
The forms you need, without the search.
Current-year forms and the links our clients ask about most, straight from the official sources.
Useful Forms
For employers, employees, and contractors.
Form I-9 — Employment Eligibility Verification PDF Form W-4 — Current Year PDF Form W-9 — Current Year PDF Form NC-4 — Current Year PDF Form NC-4 EZ — Current Year PDFHelpful Links
Refund status and payment tools.
Where's My Refund? — Federal IRS Where's My Refund? — North Carolina NCDOR IRS Online Payment Agreement Application IRS Secure Client Portal LoginGet in touch
Let's talk about what your business needs.
Call the office or stop by — we're on Holly Springs Road, and we'd be glad to sit down with you.
Office
1100 Holly Springs Road, Suite 200
Holly Springs, NC 27540
Phone
Fax
(919) 567-0197