Tax Prep Directory
CPA Firm

Capital Tax and Financial Services

4.9 ·  39 Google reviews
· 119 Wind Chime Ct Unit 3, Raleigh, NC 27615
Overview

Who sits at the desk.

Capital Tax and Financial Services is a CPA-focused tax preparation office in Raleigh, North Carolina, located at 119 Wind Chime Ct Unit 3.

The directory categorizes the firm as a CPA Firm, which typically aligns with taxpayers who want professional-level review of documents, calculations, and tax-year details. In a CPA-firm workflow, preparation usually starts with intake and document review. Clients generally provide wage and income statements such as W-2s and applicable 1099 forms, along with records supporting deductions, credits, and other filing items. The preparer verifies filing status and key personal details, checks that reported totals reconcile to the underlying documentation, and completes the return in line with the applicable tax-year requirements. Professional support can also be helpful when taxpayers have questions about how certain facts should be treated, when records need careful reconciliation, or when clients want a consistent approach to organizing documentation for smoother future filings. Capital Tax and Financial Services serves the Raleigh area from a fixed office address and supports appointment-based meetings for local clients. Taxpayers should confirm the scheduling process and what to bring using the business profile contact details so the appointment can be planned with the correct information.

Snapshot

The four things worth knowing.

Specialty
CPA Firm
Individual & business returns
Credentials
CPA
Verify before engagement
Client Rating
4.9 / 5
39 Google reviews
Phone
(919) 847-4567
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
What clients said

In their own words.

I highly recommend this company for both personal and business taxes!

This is definitely NOT the place for quality and service.

Scott gave me confidence that we could work through 4years of tax problems.