- admin@RoseGroup.cpa
- 919-913-8081
If you’re searching for tax preparation services or wondering “Where can I find tax preparers near me?”, you’ve come to the right place. At Rose Group CPAs, we offer full-service tax preparation for individuals, businesses, nonprofits, estates, trusts, and expatriates. Our team of skilled and dedicated CPAs, Enrolled Agents and accounting professionals are knowledgeable in the latest tax laws and regulations to ensure compliance. We bring decades of experience, professional insight, and a highly responsive approach to every return we file.
Whether you’re facing a complex filing situation or just want your taxes done right, our team is here to help—with accuracy, efficiency, and the human touch that makes the difference.
We know you have options when it comes to tax services. Here’s why so many individuals and business owners choose to work with us:
Tax laws are constantly changing. From major federal legislation to state-level nuances, it takes a dedicated professional to stay current. At Rose Group CPAs, our tax team engages in continuous education, monitoring new developments, court rulings, and IRS guidance so you don’t have to.
We go beyond just form-filling—we serve as your tax advisor, helping you make informed decisions with confidence.
We prepare accurate, compliant tax returns for:
No matter your situation, we have the expertise to get it done right.
We know documentation can feel like a chore. That’s why we’ve streamlined the process to be as efficient and painless as possible. But we don’t cut corners—we ask thoughtful, informed questions and request the supporting documents we need to prepare a complete and accurate tax return.
Our goal is to avoid IRS notices, protect your deductions, and ensure full compliance with ever-changing tax laws.
Our clients appreciate our secure, fully digital process:
But we also understand that not everyone is comfortable with technology. If you prefer to work with us in a more traditional way—dropping off paperwork or having a sit-down meeting—we’re happy to accommodate you. We meet you where you are.
It’s a question we hear often, and it deserves a transparent answer.
The cost of tax preparation services has risen due to:
These require extensive continuing education and careful analysis. Even simple returns now involve a web of tax credits, phase-outs, and state-level nuances. Recent changes in areas like:
…mean your return takes more expertise and more time to prepare correctly.
To protect your data and deliver a smooth digital experience, we invest heavily in secure platforms, encrypted portals, signature tools, and continuing tech upgrades. Our IT department continuously monitors our site ready to block threats. These costs are non-negotiable if you want a safe, efficient experience.
The tax industry is more competitive than ever, and hiring and retaining top-level professionals has become more expensive. The accounting profession is seeing a national shortage of experienced professionals. To maintain the quality of service our clients expect, we offer competitive compensation to attract and retain skilled CPAs and tax preparers without offshoring.
Our goal is to deliver value that matches the investment—and help you avoid costly mistakes or IRS scrutiny down the line. We invest in quality and do not offshore because your return deserves it.
At Rose Group CPAs, you’re not just a number. We take pride in being accessible and responsive throughout the year—not just during tax season. Whether you have a question about your return, need guidance for the coming year, or receive a notice from the IRS, we’re here to help.
It’s best to start gathering your tax documents in January, as forms like W-2s, 1099s, and mortgage interest statements begin arriving. The earlier we receive your information, the more time we have to plan and prepare accurately.
Typical documents include:
W-2s and 1099s (income)
K-1s for business or trust income
Investment statements (1099-B, 1099-DIV, etc.)
Mortgage interest (Form 1098)
Property tax receipts
Charitable contribution records
Health insurance documents (1095-A, B, or C)
Dependent care expenses
Business income/expense records if self-employed
We’ll provide a tailored checklist specific to your situation each year.
Yes. We regularly work with clients who need to catch up on multiple years of tax filings. Whether you’re an individual, business owner, or expat, we can help get you current—and communicate with the IRS if needed.
Absolutely. We believe the best tax return is the result of proactive tax planning. If you’re facing big life changes, business growth, or investment opportunities, our CPAs can help you reduce surprises and optimize your tax outcome. This is a separate engagement so please let us know if you are interested in this additional service.
Very. We use secure client portals, encrypted email, and multifactor authentication to protect your sensitive data. Our systems meet or exceed professional security standards for CPA firms.
Of course. We work with clients in whatever way is most comfortable for them. If that means dropping off a paper folder or meeting face-to-face, we’ll accommodate you while still maintaining our accuracy and efficiency.
Our process is designed to be efficient, thorough, and client-friendly. Here’s what it looks like step-by-step:
| Timeframe | Action |
|---|---|
| January | Year-end tax organizer sent to clients. Begin gathering documents. |
| February–March | Return preparation begins. We reach out with questions as needed. |
| March–April | Calculate the payment due with extension. You e-sign and make payment. We e-file the extension of time to file. |
| April 15 (or Oct 15) | Deadline for filing or extension. Estimated taxes may be due. |
| Post-filing | We’re available year-round for questions, tax planning, or IRS notices. |
Here’s a general checklist of what we’ll ask you to provide:
We provide custom organizers for business, individual, and trust returns to guide your submission. If you need accounting services in order to prepare your financial statements for tax purposes speak to us about a trial balance engagement.
Whether you’re in the next town over or living abroad, our professional team is ready to make tax season easier. Through secure digital tools and real relationships, we serve as the tax advisor near you—even if you’re hundreds (or thousands) of miles away.
If you’re searching for:
Contact Us Today to schedule a call and see how our team can support you this tax season and beyond.
120 Mosaic Boulevard,
Suite 200
Pittsboro, NC 27312
ERO@RoseGroup.cpa
919-913-8081
101 Cosgrove Ave,
Suite 260
Chapel Hill, NC 27514
Admin@RoseGroup.cpa
919-913-8081
3119-A Crawfordville Highway,
Crawfordville, FL 32327
Info@RoseGroup.cpa
850-759-5080