Bringing You A Brighter Future

Welcome to the website of Fred M. Cerretti, CPA PLLC.

Fred M Cerretti

Fred M Cerretti

CPA

fredcerretticpa@gmail.com
Phone: 919-355-2084
Cell/Text: 919-454-4967

 

This is a single owner tax and accounting firm for individuals and small business owners looking for a personal one on one, long term relationship.   I am devoted to provide my clients proactive and responsive service.   I keep up to date with ever-changing IRS tax laws. My firm also provides a wide range of consulting services for individuals and small businesses.

My pricing is based on value with no high minimal pricing.

There are several simple tax software products available in the market.  Simple tax software cannot replace a tax professional who provides clear guidance on required IRS documentation to claim a tax refund or credit .  IRS audits are seldom fun.  IRS audits are even less fun when the IRS denies a large tax refund or credit due to incomplete documentation.  No simple tax software is going to guide and represent you during an IRS audit or inquiry.  Simple tax software cannot replace a tax professional who provides tax planning opportunities through out the year for best possible results at tax time.  Simply put, simple tax software cannot replace a tax professional.

My diverse, extensive educational and business background separates me from the pack of tax and accounting professionals.  I make myself readily available the entire year for quick, complimentary consultations for tax and consulting clients.  My customers should always feel comfortable contacting me.  All calls and emails come directly to me.  No middle person. Comprehensive short and long term tax planning & consulting provided to all clients as a separately priced option after tax season. So, reasons enough to count on a proficient corporate tax advisor to steer clear of your finance and tax related matters.

Do not wait until it is too late and pay too much in taxes or make poor business decisions.  Please contact me if you would like to meet for a complimentary, initial consultation.

CertificationNorth Carolina Certificate Number 20910

SERVICES

Tailored to Your Needs

My firm is dedicated on providing customized individual and small business services for individuals and small business owners in an ever-changing, complex, and competitive environment. I spend countless hours every year attending seminars and taking classes to perfect my craft. My goal in every engagement is to enable clients to meet their goals, providing peace of mind and enhanced time to focus on other personal and small business needs.

Tax Services

Individuals
  • Complimentary initial consultation for new clients, including review of tax returns from three prior years to identify potential refunds and carryovers
  • Complimentary electronic filing for all eligible state and federal forms to get refunds quicker
  • Return triple-checked by me to minimize taxes, limit errors, and IRS contacts as no tax software used by individuals to self-prepare taxes can keep up with the ever-changing IRS laws and interdependencies.
  • Complimentary “3rd Party” representative to answer basic IRS questions on tax return
  • Complimentary consultations on completed tax returns
  • Trust, Estate and Gift tax returns
  • Comprehensive Short and Long Term Tax Planning & Advice available after tax season
Small Businesses
  • Tax returns prepared for C Corporations, S Corporations, Limited Liability Companies (LLCs), and Partnerships
  • Complimentary initial consultation for new clients, including review of tax returns from three prior years to identify potential refunds and carryovers
  • Complimentary electronic filing for all eligible state and federal forms to get refunds quicker
  • Return triple-checked by me to minimize taxes, limit errors, and IRS contacts as no tax software used by individuals to self-prepare taxes can keep up with the ever-changing IRS laws and interdependencies.
  • Complimentary “3rd Party” representative to basic IRS questions on tax return
  • Complimentary quick consultations on completed tax returns and suggestions to limit tax liabilities for next year
  • Depreciation Calculations
  • Accountable Plans for Travel, Meals, Entertainment, and Auto Expenses for Non-taxable Employee Reimbursements and Employer Deductions
  • Like-kind exchanges of trade or business property to defer taxes
  • Comprehensive Short and Long Term Tax Planning & Advice available after tax season

Accounting Services

Individuals
  • Complimentary initial consultation for new clients
  • Wealth Management
  • Retirement & Estate Planning
  • Social Security Decision Analysis and Recommendations to Maximize Lifetime Benefit
  • Medicare Options and Recommendations
  • College Planning
  • Financial what-if analysis of capital asset sales, rental property, and other investment property
  • Complimentary, quick consultations should the need arise. Clients should always feel welcome contacting me at any time.
Small Businesses
  • Complimentary initial consultation for new clients
  • Part time Chief Financial Officer to oversee financial affairs such as ….
    • Profit Optimization Strategy & Detailed Roadmap
    • Customized Financial Reporting
    • Budgets, Forecasts, and Variance Analysis
    • QuickBooks Consulting
    • Payroll Services
  • New Business Formation & Start Up Assistance, including Entity Selection
  • Complimentary, quick consultations should the need arise. Clients should always feel welcome contacting me at any time.

Fred is very dependable, loyal, thorough, and timely in preparing my individual and small business tax returns, providing me piece of mind to focus on my small business.

Cheri Reed

Owner, Java Jive Coffee Shop, Cary, NC

Best decision our partnership made was turning our tax issues over to Fred. Have not had to worry about it since.

Steve Zaytoun

Owner, Zaytoun & Associates

Fred is experienced and insightful, he has been brilliant to work with particularly on complex issues including international concerns. I’ve found him to be a great sounding board on current financial matters while maintaining a long term view. The work he’s done required a person with a wide variety of skills, but most importantly resourcefulness. I could not be a bigger fan and would highly recommend him to anyone who is looking for a can-do leader that never misses a deadline and never pushes outside the bounds of the budget.

Eddie Stone

CEO, Touchstone Essentials

About Owner & Firm

I was hired by IBM in 1981 as a Quality Engineer, transitioning to a financial, accounting, and operations career in 1984 upon earning a MBA from the University of Rochester. I earned CMA and CPA designations in 1990 and 1993, respectively. I quickly became a key advisor to IBM executives on a diverse set of projects that led to many successful business results. I became a QuickBooks ProAdvisor in 2011. I retired from IBM April 30, 2014 to fulfill my long term plan to establish a CPA firm.

My firm is focused on individuals and small business owners looking for a trusted professional advisor. Accordingly, I can be counted on to accurately prepare and save on taxes, optimize business results, build wealth, and make informed decisions on key financial matters such as social security & medicare options, investing for college, planning for retirement, rental real estate, estate planning, and a wide range of investments.  Getting early professional advice often leads to much better short and long term results.

My accounting and financial expertise were developed through an extensive, diverse educational and financial executive career at IBM, one of the worlds’ largest and most successful corporations. The long-term trust and reliance that IBM bestowed on me is now being offered to you. In short, being a knowledgeable tax advisor in USA, I will always strive to guide you with the best tax consultation advice to help you keep your financial concerns at bay.

To facilitate personal and very responsive service I purposely keep a small number of clients. This customer first mind-set is how I operated during my highly successful career at IBM. I do not turn away customers for being too small like larger accounting firms. Focus, attention to detail, integrity, responsive, and lifelong learning are my prized traits. These traits are the main reason that the vast majority of new clients come to me from referrals.