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Now booking for the upcoming tax season

Tax prep you can count on, without the stress

Careful, on-time returns for individuals, families, and small businesses across Raleigh, Durham, and Eastern North Carolina, explained in plain English.

What we do

Straightforward tax help for the people and businesses that keep Eastern North Carolina running.

Form 1040

Individual & family returns

Your yearly personal return, done carefully so you get every credit and deduction you qualify for.

Form 1065

Partnership returns

Returns for businesses with two or more owners, including the K-1 forms each partner needs for their own taxes.

Schedule C

Sole proprietors & self-employed

For one-person businesses, freelancers, and side gigs. We help you report income and expenses the right way.

Owner-operators

Trucking business tax prep

Returns for owner-operators and small fleets, plus Form 2290 (the yearly heavy vehicle use tax).

Cleanup & monthly

Bookkeeping

Behind on your books? We'll help you catch up and get organized before we prepare your return. Monthly bookkeeping is also available on request.

And more

Other services

1099-NEC filing for your contractors, contractor payment reconciliation, and help requesting relief from IRS penalties.

Who we work with

You run the business. We make sure the paperwork keeps up.

Small businesses & partnerships

Local shops, service companies, and businesses with more than one owner.

  • Splitting profits between partners and getting each owner their K-1
  • Paying contractors and filing their 1099s on time
  • Sorting out business vs. personal spending
  • First year in business and not sure where to start

Individuals & families

Anyone who wants a preparer they can actually reach when questions come up.

  • W-2 jobs plus a side gig or freelance income
  • Kids, childcare, and education credits
  • Big life changes: marriage, a new baby, buying a home
  • Catching up on a return you missed from a past year

Truckers & owner-operators

Drivers and small fleets who want returns done right.

  • Per diem for days on the road
  • Truck, trailer, and equipment write-offs
  • 1099 income from brokers and carriers
  • Form 2290 heavy vehicle use tax

Sound like you? Let's talk about your situation.

Book a consult

How it works

Four simple steps from hello to filed.

  1. Reach out

    Book a consult online or send us an email. Tell us a little about what you need.

  2. Quick consult

    We talk through your situation, answer questions, and send you a checklist of what to gather.

  3. Share documents securely

    We'll show you how to send your documents safely. No emailing sensitive papers.

  4. Review & file

    We prepare your return, walk you through it, and e-file once you approve.

Your information stays protected. Please don't send Social Security numbers or tax documents by email or through this website. After your consult, we'll show you how to share your documents securely.

About us

As a small business owner ourselves, we know tax time is one more thing on an already full plate. Our job is to take it off yours.

Our founder holds a Master of Accounting from UNC Kenan-Flagler and brings 5+ years of tax experience, including preparing partnership and corporate returns at a Big Four accounting firm. We bring that same big-firm care to individuals, local businesses, and owner-operators across Eastern North Carolina, with a person you can actually reach.

Credentials

  • Master of Accounting
    UNC Chapel Hill, Kenan-Flagler Business School.
  • 5+ years of tax experience
    Federal and state tax filing, including individual, partnership, sole proprietor, and trucking returns.
  • Authorized IRS e-file Provider
    We hold an active EFIN, so we can file your return electronically with the IRS.
  • Active PTIN holder
    A Preparer Tax Identification Number, required by the IRS for anyone paid to prepare federal returns.

Wade Tax Advisory is not a CPA firm and does not provide legal advice.

Not ready to book yet?

Join our interest list and we'll reach out before tax season. Just your name, email, and what you need help with — please don't include any tax or personal ID details.

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Let's talk

Book a consult, call, or email. We reply within 24 hours on business days.

Book a consult

Pick a time that works for you.

Book a consult

30-minute phone consults, Monday–Friday, 9 AM–7 PM.

Email

Questions? Send us a note.

[email protected]

Phone

Call or text.

(919) 395-9651

Hours: Monday–Friday, 9 AM–5 PM
Consults available until 7 PM