Wapner Presley PLLC

Wapner Presley PLLC is an accountant and CPA firm in Raleigh, North Carolina. The firm provides small business accounting and bookkeeping, tax planning and preparation, audit and assurance services, and outsourced CFO and controller services. It serves small business owners, individuals, publicly and privately held businesses across a range of industries, and non-profit organizations. Work includes reviews, compilations, and complete audits of financial statements, along with risk management, due diligence, and recommendations for improving internal controls. The firm holds a rating of 4.90.

The firm builds accounting and bookkeeping packages around each client's current needs, adjusting them as a business changes and grows, and keeps books current and organized while looking for ways to reduce tax liabilities. It provides financial reports written to be understood by owners rather than only by accountants. Tax work centers on proactive planning: tracking new legislation, changes in deductions, and evolving federal and state regulations through the year so clients pay no more than they legally owe. The firm also sets up and supports QuickBooks and Xero, offering guidance on which version suits a business and ongoing support afterward. Audit and assurance work follows AICPA Statements on Standards for Accounting and Review Services, with documentation intended to satisfy investors, creditors, or donors. CFO and controller services give businesses CFO-level financial planning without hiring a full-time employee, and include help with mergers and acquisitions. Paul brings over 20 years of income tax preparation and planning experience for individuals and family-owned businesses; he is a licensed CPA in North Carolina, a member of the American Institute of CPAs and the North Carolina Association of CPAs, and studied accounting at NC State University. Tom has over 20 years of income tax preparation and virtual CFO experience for closely held businesses and their owners, serves as the firm's audit partner with a focus on non-profits and small businesses, and is also a licensed North Carolina CPA and member of both associations.

The office is on Falls of Neuse Road, a short walk from The Falls Condominiums and about a quarter mile from Brookdale The Heritage of Raleigh. Marsh Creek is roughly a third of a mile away, Spring Forest Road about four tenths of a mile, and Fairfax Hills Park about half a mile.

The firm's rating reflects the customers who have reviewed it, and its CPAs bring more than two decades each of tax, audit, and CFO experience to small businesses and individuals across Raleigh.

Services:

• Audit and Assurance Services
• Cloud Accounting
• Outsourced CFO Services
• Small Business Accounting
• Tax Preparation