CPA firm · Serving clients nationwide

Your trusted CPA partner.

Tax preparation, tax planning, bookkeeping and virtual CFO services for individuals and small businesses. Your return is prepared and reviewed by a licensed CPA, and you can reach that CPA directly when questions come up.

Book a consultation See services

Offices in Sanford · Raleigh · Garner · Cary, NC
Serving clients across the U.S.

Services

Year-round accounting, not just tax season.

Work with one firm for your personal return, your business return and the books that feed them, so nothing gets lost between preparers.

Form 1040 · State returns

Individual tax preparation

Federal and state returns for every state, prepared and reviewed by a CPA, with e-filing and help answering IRS or state tax notices.

W-2 & 1099 income
Schedule C
Rental property
Investments
IRS notices

1120 · 1120-S · 1065

Business tax returns

Returns for C corporations, S corporations, partnerships and multi-member LLCs, including K-1s for owners and state income and franchise tax filings.

C corporations
S corporations
Partnerships & LLCs
Owner K-1s
Extensions

Proactive

Tax planning

Planning sessions before year-end so you know what you will owe, set quarterly estimates correctly and make decisions while they can still lower your tax.

Quarterly estimates
Year-end projections
Multi-year strategy
Entity & S-election review
Owner compensation
Retirement contributions

Monthly · Quarterly

Bookkeeping & financial statements

Clean, reconciled books and accrual-basis financial statements: balance sheet, income statement and notes, ready for your return or a lender.

Bank reconciliations
QuickBooks cleanup
Financial statements
Lender packages

Ongoing advisory

Virtual CFO services

CFO-level financial leadership without a full-time hire. Each month we review your numbers with you, forecast cash, track the measures that drive profit and help you plan for growth, financing and major decisions.

Monthly financial review
Cash flow forecasting
Budgets & KPIs
Profitability analysis
Lender & investor reporting

QuickBooks · Xero · NetSuite · Sage · SAP

Accounting system upgrades & migration

Outgrown spreadsheets or an older accounting system? We plan and manage the move to a modern platform, such as QuickBooks Online, Xero, NetSuite or SAP. That includes moving your historical data, setting up a clean chart of accounts and training your team, so you can switch over with confidence and without losing data.

System selection
Data migration
Chart of accounts design
AP & AR setup
Workflow automation
Team training

Start-up · Growth

Business formation & advisory

Choose the right entity, get set up with the IRS and your state from day one, and get practical advice as the business grows.

LLC & corporation setup
EIN & state registration
Payroll setup
Business consulting

How we work

Four steps from first call to filed.

STEP 01

Consultation

We talk through your situation, what you need filed and any deadlines already in play.

STEP 02

Documents

You get a checklist built for your return. Send documents securely, by email or in person.

STEP 03

Prepare & review

A CPA prepares and reviews your return, then walks you through the results before anything is filed.

STEP 04

File & plan ahead

We e-file, confirm acceptance and set up estimates or planning for the year ahead.

Who we serve

Built for families and owner-run businesses.

Individuals & families

Wage earners, retirees, investors and landlords who want their return done right and explained clearly.

Self-employed

Contractors and sole proprietors who need help with Schedule C, deductions and quarterly estimates.

Restaurants & retail

Food service and storefront businesses with sales tax, payroll and inventory to track.

Contractors & trades

Home improvement and construction businesses with job costs, equipment and subcontractors.

Healthcare practices

Therapy and wellness practices organized as LLCs or partnerships.

Corporations & holding companies

C and S corporations that need reliable books, financial statements and annual returns.

Tax calendar

Key filing dates for individuals and businesses.

Most state income tax returns, including North Carolina's, are due on or near the federal dates. We track your state's deadlines for you.

Every month

15th: federal payroll tax deposits for monthly depositors (semiweekly depositors pay within days of each payday).

20th: North Carolina sales tax return and payment for monthly filers (Form E-500).

Date	Type	What's due	Who

Dates shown for calendar-year filers and already adjusted when a due date falls on a weekend. Sales tax dates are for North Carolina; other states set their own schedules and filing frequencies. Contact us to confirm the dates that apply to you.

IRS updates

Latest news from the IRS.

Recent IRS announcements that may affect you, with a short note on what each one means. Updated October 7, 2026.

Oct 2, 2026IR-2026-119

IRS reminder: Cybersecurity Awareness Month offers simple steps to protect tax data
Simple habits, like strong passwords and multi-factor authentication, help keep your tax and financial information safe.
Sep 25, 2026IR-2026-114

IRS launches new mobile app, expanding digital services for taxpayers
The new IRS app replaces IRS2Go. You can check refund status, manage payments, and view notices and tax records from your phone.
Sep 10, 2026IR-2026-109

IRS reminder: Direct Pay offers free, easy way to pay taxes
Pay estimated taxes or a balance due straight from your bank account, with no fees and no account to set up.
Sep 4, 2026IR-2026-105

IRS reminder: National Payroll Week is time for a paycheck checkup
A quick check of your withholding now can help you avoid a surprise bill or an oversized refund next spring.
Sep 4, 2026IR-2026-106

Security Summit: Strengthen defenses against tax identity theft
The IRS and its partners share steps to help prevent someone from filing a fraudulent return in your name.

See all IRS news releases → · Have a question about how an update affects you? Contact us.

About the firm

Meet Nisarg (Nick) Mistry, CPA

Founder & President · Akshar Services Inc.

Nick Mistry is a U.S. Certified Public Accountant and a Chartered Accountant (India) with more than 12 years of experience in tax, accounting and financial management across the United States and Canada. Before founding Akshar Services, he worked alongside Big 4 auditors on consolidated financial audits and led a NetSuite accounting implementation as a senior accountant.

Based in North Carolina, Nick serves individuals, families and businesses across the United States, working with clients remotely just as easily as in person, with personal attention on every engagement. Nick prepares and reviews your returns, plans ahead to lower your taxes, keeps your books clean and audit-ready, and serves as a virtual CFO for owners who want clear numbers and sound advice.

Our offices

Find your nearest office to support your financial success.

We're ready to help at any of our North Carolina offices below, or remotely from anywhere in the U.S.

Sanford

2837 S Horner Blvd
Sanford, NC

919-777-0580 Get directions →

Raleigh

4456 Fayetteville Rd
Raleigh, NC

919-772-9811 Get directions →

Garner

77 Glen Rd
Garner, NC

919-662-5011 Get directions →

Cary

963 N Harrison Ave, Ste 15
Cary, NC

919-752-4527 Get directions →

Get in touch

Let's talk about your taxes.

Email us with a short note about what you need, or call any of our four offices. We'll reply to schedule a consultation, usually within one business day.

Email nisarg@aksharservice.com

Send an email

Individual & business tax returns
Tax planning & estimates
Bookkeeping & financial statements
Virtual CFO services
Accounting system upgrades