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Brian B. Bunn CPA, PLLC logo
B

Brian B. Bunn CPA, PLLC

Raleigh, North Carolina, Wake

(2)
1 hire on Bark
Brian B. Bunn CPA, PLLC logo
B

Brian B. Bunn CPA, PLLC

Raleigh, North Carolina, Wake

(2)
1 hire on Bark

About

Brian B. Bunn CPA, PLLC provides a full range of Accounting, Tax, and Financial Planning services to small business owners and professionals.

We are Problem Solvers.

We improve your life by saving you time and money. Our approach is simple.

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Reviews (2)

Leave a review
S
3 September 2019

Very grateful to have found Brian! He was very prompt, thorough and helpful with the services he provided. I can not recommend him enough!

K
31 August 2018

Brian has always been professional and a pleasure to work with!

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Q&A

Accounting & Bookkeeping
Tax Return Preparation
Tax Resolution
Tax Planning
Estate Planning
Retirement Planning
Financial Planning

Full Service Bookkeeping
Financial Statement Preparation
Account Reconciliation
Payroll
Accounts Payable
Accounts Receivable
Cash Flow Management
Budgeting

When you started your business, you didn’t anticipate spending your time on reconciling your bank account and working with your general ledger — you wanted to pursue what you do best and generate profits. We understand that it is more important for you to focus on your business than on accounting. That’s why we offer small business accounting services. We take care of the accounting so that you don’t have to.

We make it a priority to learn your goals and operations quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

Do you have an in-house bookkeeper opening your mail, paying your bills and making your deposits, but need help understanding how to summarize this information?

Whether you prefer that the work is done on a monthly or quarterly basis, we’ll reconcile your bank account, generate an income statement, clean up your general ledger, and generate a balance sheet. Maybe most important of all, when you use our services we will be there to answer all of the questions you have, making sure that your business has a solid foundation and accurate accounting system in place. If you have special areas or services that you want us to provide, whether payroll, tax preparation or planning or anything else, we can customize your package of services and add them on as you wish.

Do you have an accurate overview of how your business is actually doing throughout the year - or do you believe if you have money you're ok? When was the last time you compared this year to last year to know if any changes you've made were profitable?

If you’re like most small business owners, time is your most scarce resource. Conducting a monthly or quarterly financial health checkup with Brian B. Bunn CPA, PLLC, can provide a substantial return on your financial planning time because it allows you to leverage the expert training and experience of a CPA who advises small business owners. We can help you identify and correct problem areas before they become crises.

Do you struggle with the technology required to maintain your accounting system?

When you work with us, there is no need to buy any extra hardware or software. We work with the latest cloud accounting software and will incorporate it into your bookkeeping tasks. We offer access to your files from any location so that you access your financial information whenever you need it.

I love helping small business owners save time and money.

I spent decades of my career helping institutions succeed, now I want to put my experience to work for you. I know the challenges of competing in an economy where large corporations and offshore companies have the upper hand. I want to give you the benefit of big company know-how, delivered with personal service to level the playing field and help you succeed.

Real financial advice is personal and requires an understanding of your unique situation. We develop deep personal relationships with our clients so we can help you determine the right answer. We always act as a fiduciary and put our clients' interests first. Our advice is guided by the CPAs’ professional values of independence, objectivity, and integrity.

Services

Full Service Bookkeeping Financial Statement Preparation Account Reconciliation Payroll Accounts Payable Accounts Receivable Cash Flow Management Budgeting QuickBooks ProAdvisor Xero Partner

Individual Business Partnership S-Corporation C-Corporation Gift & Estate Out-of-State Multi-State Amended Returns

Savings Plans Debt Reduction Plans Education Planning Investment Planning Retirement Planning Estate and Succession Planning Planning for Major Purchases Insurance Planning Elder Planning Tax Planning

IRS Audit Notification - Did You Receive an Audit Letter From the IRS? The first step is not to panic. The IRS uses letters to communicate with taxpayers about IRS audits. As with most IRS communication, there are deadlines associated with IRS audit letters. You will have time to review the items that are being contested and prepare your response. Selecting a return for examination does not always suggest that the taxpayer has either made an error or been dishonest. In fact, some examinations result in a refund to the taxpayer or acceptance of the return without change. Non-Filing - What if you fail to file? - The IRS may file what is known as a substitute return for you. The substitute return will most likely not give you all applicable deductions. Therefore, in addition to owing penalties and interest, you may incur a higher tax liability. Offers-in-Compromise - Reduce Your IRS Debt with an Offer-In-Compromise - Qualifying for an offer-in-compromise settlement can save you thousands of dollars in taxes, penalties and interest. An offer-in-compromise is an agreement between a taxpayer and the IRS to settle the taxpayer’s tax liabilities for less than the full amount owed. Absent special circumstances, an offer will not be accepted if the IRS believes that the liability can be paid in full as a lump sum or through a payment agreement. Liens - A federal tax lien arises when a tax return is filed and the tax isn’t paid after a demand for payment has been made. By law, the lien is in favor of the United States and is upon all property and rights to property of the person with the unpaid tax. It gives the IRS the authority to seize any proceeds from sales of real estate owned by a delinquent taxpayer. To protect the government’s right of priority against other parties who are owed money by the same person, the IRS will file a Notice of Federal Tax Lien, which puts other creditors on notice about the IRS’s claim. Wage Garnishment - IRS wage garnishment is the deduction of money from an employee’s monetary compensation resulting from unpaid IRS taxes. Most likely this should not be a surprise as the IRS will only levy one’s wages after repeated letters and warnings about the taxes owed. This is one of the IRS’s most aggressive tax collection mechanisms and should not be taken lightly. The IRS would rather resolve taxes in a different manner; but, they will levy when they feel the have run out of other options. It is important to understand how garnishments work to ensure you take the appropriate actions to avoid them or stop the IRS from taking your wages. Bank Levy - An IRS levy permits the legal seizure of your property to satisfy a tax debt. It can garnish wages, take money in your bank or other financial account, seize and sell your vehicle(s), real estate and other personal property.