A real tax strategy, not a once-a-year scramble
We run a proactive, year-round tax strategy for business owners and high earners in Raleigh, NC. Your position gets reviewed while the moves are still available — not after the year is closed.
ABOUT THE FIRM
Phuong Green CPA PLLC is a boutique CPA firm in Raleigh serving businesses and their owners across the Triangle. Founded by Phuong Green, CPA, the firm brings big-firm expertise — training from BDO and Ernst & Young — with the attention and accessibility of a small practice.
Our promise is simple: keep you compliant, and give you a real strategy instead of a once-a-year scramble. We watch your tax position all year and plan around your whole financial picture, so more of what you earn may stay with you.
WHAT MAKES US DIFFERENT
Every strategy is legal, defensible, and built to hold up under scrutiny.
We flag opportunities before the window closes, not after the year ends.
Big-firm training applied to your account personally, not handed to a junior.
A holistic view of your finances, not just the return.
A CPA licensed to represent clients before the IRS — not just prepare the forms.
WHAT WE DO
Year-round planning across entities and states: structuring income, timing, and elections so you may legally keep more of what you earn. We plan during the year, not after it.
Full or fractional CFO support: bookkeeping, payroll, bank reconciliation, financial reporting, and business plans.
Representation before the IRS and state departments of revenue in audits, notices, and disputes — plus advisory on buying or selling a business, structured for tax efficiency and compliance.
Year-round planning across entities and states: structuring income, timing, and elections so you may legally keep more of what you earn. We plan during the year, not after it.
Engagements begin with a consultation so we can scope the work and quote it accurately.
HOW WE WORK
Wherever you are, there's a next step — and we handle it.
Get the entity and elections right the first time, so the tax bill is not a surprise later.
Clean books and reporting you can make decisions from, handled monthly.
Deadlines met and notices answered — with representation if a question turns into an audit.
Planning during the year — and a structured approach when it is time to buy, sell, or hand over.
WHO WE SERVE
Most of our work sits where the tax picture stops being simple — several entities, several states, or a decision with a deadline attached.
Roughly $1M–$20M in revenue, where the company's tax picture and the owner's are the same conversation.
High earners — including owners of multiple entities — whose income has outgrown once-a-year tax prep.
From a first rental to a growing portfolio, including short-term rentals — where depreciation and loss rules decide the bill.
Preparing to buy, sell, or hand over a business — where the structure set before the deal matters most.
GETTING STARTED
Scope first, price in writing, then work begins.
A short call covers your entities, states, and what the year looks like.
More entities, more states, more work — the quote reflects the actual scope.
Nothing begins until the scope and the fee are agreed.
WHO YOU'LL WORK WITH
You work with the person who signs the return.
CPA · Founder
Tax Strategy, Planning & IRS Representation
Licensed CPA and business owner, trained at BDO and Ernst & Young. She leads tax strategy, planning, and IRS representation, and works personally with every client — the person you meet is the person who does the work and signs the return. She also works with clients in Vietnamese.
RESOURCES
General guidance, not advice for your specific situation.
Depreciation, cost segregation, the passive loss rules, and the status tests that decide whether a rental loss helps you this year — or waits.
ReadA short call is usually enough to tell you what's involved and what it costs.
GET STARTED
Tell us what you need and we will come back to you within one business day.
THE POSITION REVIEW
A no-charge, no-obligation review of your current tax position by a licensed CPA. You send us your most recent returns; we read them and tell you what we see:
If we don't see enough to act on, we'll tell you that.
We review the returns you send. This is not an audit, and we don't verify the underlying records.
Request a Position Review