3909 Sunset Ridge Road
WillowTrust Accounting specializes in the tax, payroll, and accounting needs of both individuals and small businesses. Our core client base consists of medical professionals, business owners and self-employed individuals. With the recent tax reform, our experienced tax professionals can help guide you through the maze of tax compliance.
Individual Tax Services
We prepare all forms of individual federal and state tax returns. We have over 10 years of experience working with most all tax issues including, but not limited to, interest/dividends, small business Schedule C, Capital gains and losses Schedule D, rental properties/royalties, and K-1 income/losses Schedule E. Along with tax preparation, we also offer tax planning to help you maximize your deductions and minimize your overall tax burden.
If you are a small business employer, we can help you with your payroll needs. Payroll processing can be a complicated and time-consuming process. We offer business and nanny payroll services that are customized to your needs, saving you time and money.
Business Tax Services
Our small business tax services will allow you to focus on growing your business. WillowTrust Accounting can assist with tax compliance, filing of your federal, state and local tax returns, as well as business tax planning. We will ensure that you are taking advantage of all eligible tax credits and deductions resulting from the recent tax reform.
Our accounting services are tailored to each client to fit your needs. We offer on-site and off-site accounting services to fit your specific business needs. We have extensive experience with QuickBooks desktop, QuickBooks online and several other top-rated accounting software.
Trisha Brumley is the co-founder and partner of accounting and tax at WillowTrust Accounting. With over ten years of industry experience in public accounting working with physicians and self-employed individuals, she provides a variety of tax services including income tax planning, tax return preparation for individuals and small businesses, as well as bookkeeping and payroll services.
Prior to co-founding WillowTrust Accounting, Trisha worked as an accountant for James A Lucas and Company, a local firm and spent eight years at RSM US LLP, a large international firm. Trisha prides herself on building strong client relationships and getting to know each client and their current needs as well as their long-term goals. Working closely with her clients, she provides income tax planning that can help prepare them for financial changes in their lives.
Trisha lives in Wake Forest with her husband, Barrett, and their two beautiful children, Sienna and Reid. Trisha has a passion for community service and in her spare time, enjoys volunteering with her church and serving as an advocate for new mothers struggling with the transition of motherhood. She also serves as Treasurer for the NC Chapter of Postpartum Support International.
Jim is the co-founder and wealth services partner of WillowTrust Accounting. Realizing that many individuals want and need a coordinated tax and wealth strategy, Jim sought to create a comprehensive team at WillowTrust Accounting. Jim provides wealth strategies to enhance the tax reduction needs of the physicians, business owners and individual clients.
Jim is also the President & Founder of WillowTrust Wealth Management, a wealth management firm specializing in helping people that are facing life transitions – business owners facing transitions, families transitioning into retirement and through retirement, and women transitioning after the loss of a spouse or divorce. Jim has over 19 years of investment and wealth experience. He holds the CERTIFIED FINANCIAL PLANNER® designation, is an Accredited Investment Fiduciary®, and continues his lifelong learning through additional designations and licenses.
Jim lives in Raleigh, NC with his wife Krystal and their four young children; Colgan, Hadley, Harper and Declan. He is heavily involved in his children’s sports and hobbies and has a love for swimming, triathlon, and the outdoors.
Address:3909 Sunset Ridge Rd Ste 101Raleigh, NC 27607
Phone:1 (919) 601-9222
If you would like to get more information about our services, click the email above to send a message!