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Pless & Company CPAs, P.A.

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United States
Durham, NC
Pless & Company CPAs, P.A.

Our firm offers financial services for businesses and individuals. Call for your next appointment to Pless & Company CPAs, P.A. How can our firm help YOU?

is a small full-service accounting firm located just off of Hillandale Road & I-85 in Durham, NC. Our primary goal is to assist individuals and businesses in their economic growth, success and underlying profitability. Our services include individual tax preparation, business tax preparation, QuickBooks support, bookkeeping and payroll service, W-2 and 1099 preparation, business & tax planning, individual & estate tax planning, review & compilation services, assistance with IRS & NCDOR problem resolution. Don't underestimate the value and importance of managing your business or personal financial health! To obtain economic growth, you need to know where you stand financially to be able to plan ahead. A key factor in reaching your financial goals is having a solid relationship with an accountant that you can trust. Our office currently employs three Certified Public Accountants (two of which are former Internal Revenue Service agents) as well as a knowledgeable and personable staff. Let us handle all of your accounting needs. Call us today!

10/26/2026

If your business offers employees a 401(k) plan, be sure to comply with all applicable regulations. Misunderstanding or inadvertently ignoring eligibility rules — for example, when workers must be allowed to start participating — can result in IRS penalties. It can also harm employees who are mistakenly excluded. Contact us at (919) 683-2614 with questions.

10/23/2026

If you’re sending money abroad, beware of a possible 1% excise tax. This new tax generally applies to transfers of cash, money orders or cashier’s checks from U.S. senders to foreign recipients via certain remittance transfer providers such as Western Union and MoneyGram. But transfers made via credit or debit card, bank account transfer, or digital wallet aren’t subject to the excise tax. Essentially, the tax doesn’t apply to transfers from accounts in financial institutions subject to Bank Secrecy Act requirements or to credit or debit cards issued in the U.S. So to avoid the extra expense, consider using a card or ACH transfer from your own bank account. Contact us at (919) 683-2614 to learn more.

10/21/2026

Severe weather and other threats to a business’s ability to operate can occur at any time. Although you can’t foresee every disaster, you can put together a comprehensive business continuity plan that addresses most potential threats. If you don’t have a plan in place, implement basic protections immediately, such as an evacuation strategy and insurance. But, from there, take your time to get it right. Call us at (919) 683-2614 for help identifying and managing the costs associated with a business continuity plan.

10/20/2026

According to the Federal Reserve, only 54% of U.S. households have saved money in a dedicated retirement plan. Unfortunately, most people can’t enjoy a secure retirement with Social Security benefits alone. If other priorities have prevented you from investing, contact us at {Phone%}. We can review your income, budget and goals and assist with establishing a retirement savings plan that can help you catch up!

10/19/2026

Eligibility for Achieving a Better Life Experience (ABLE) accounts has expanded to individuals whose blindness or disability began before age 46. Until this year, the blindness or disability had to have begun before age 26. As a result, many people who weren’t previously eligible can benefit from these accounts beginning in 2026. ABLE accounts offer tax-advantaged savings for qualified disability expenses. The 2026 contribution limit is generally $20,000. In some cases, 529 plan funds can be rolled over tax-free to ABLE accounts, counting toward the annual limit. Call us at (919) 683-2614 to learn more.

10/16/2026

Cryptocurrency holders: Be alert for a new IRS impersonation scam. Fraudsters are mailing fake IRS letters directing recipients to a bogus “Digital Asset Compliance Portal.” The letters instruct recipients to scan a QR code that leads to a fraudulent website designed to look like IRS.gov. The site may ask for personal information, cryptocurrency wallet details, or exchange account credentials that criminals can use to steal identities or digital assets. If you receive one of these letters, don’t respond. Report any suspicious communication to the IRS immediately. If you have questions about an IRS notice or digital asset reporting, we’re here to help. Contact us at (919) 683-2614.

10/14/2026

The gift tax annual exclusion is a simple way to transfer assets gift-tax-free. To qualify, a gift must be of a “present interest” — an unrestricted right to the immediate use of the property or the income from it. So a gift to a trust generally doesn’t qualify. But gifts to a trust with a “Crummey” provision can. After each gift to a Crummey trust, beneficiaries receive temporary withdrawal rights lasting at least 30 days. If they don’t withdraw the gift, the amount remains in the trust until distributed in the future according to the trust’s terms. Call us at (919) 683-2614 for details.

10/13/2026

Navigating tax law isn’t easy. But you don’t have to go it alone. Whether you’re an individual taxpayer or running a business, we can help you find your way through the forest of tax complexities. Call us at (919) 683-2614 to get started.

10/12/2026

Estate tax laws are complex, and failing to plan could mean leaving your loved ones with less than what you’d expected. Now is the time to take action by reviewing your estate plan, updating beneficiary designations, and exploring strategies such as gifting or establishing trusts that may help minimize tax exposure. Every situation is unique, and the right approach depends on your family’s needs, assets and long-term goals. Contact us at (919) 683-2614 for assistance structuring your estate in a tax-efficient way.

10/09/2026

If you’re responsible for collecting, accounting for or remitting federal taxes withheld from employee paychecks, beware of the trust fund recovery penalty (TFRP). As a responsible individual, you may be personally liable for a 100% penalty on income and employment taxes your business either fails to collect or fails to remit to the IRS. Your actions must be “willful,” meaning you’ve been, or should have been, aware of the responsibility and either intentionally disregarded the law or were indifferent to it. According to the IRS, no “evil intent or bad motive” is required. Call us at (919) 683-2614 if you receive a letter from the IRS about the TFRP or for help with tax compliance.

Address

2726 Croasdaile Drive, Ste 101
Durham, NC
27705

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.plesscpas.com/

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