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← Back to Top 11 Bookkeepers in the Raleigh-Cary Area, NC (2026)Cox Accounting & Financial Services
Evidence Score 64/100 at 75% evidence coverage 1 of 11 on the Raleigh-Cary area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: restaurants, construction, auto repair, contractors (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Cox Accounting & Financial Services | home page | |
| Website | https://coxacctsvcs.com/ | home page | |
| Office locality | Raleigh, NC | home page | |
| Phone | +19196154208 | home page | |
| Offers bookkeeping | Documented: Tax Accountant in Raleigh, NC: Tax, Bookkeeping and IRS Help Skip to content Raleigh, NC. IRS Enrolled Agent. Veteran-owned. A Raleigh... | home page Nov 11, 2026 | |
| Monthly bookkeeping | Documented: ...for small business owners and families across Raleigh and Wake County: tax preparation, monthly bookkeeping, payroll and IRS problems, handled in one office. James Cox III is an... | home page Nov 11, 2026 | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...card statements. Financial reporting that helps you monitor performance and plan ahead. Catch-up bookkeeping for businesses that have fallen behind. Because bookkeeping connects... | /services/bookkeeping | 5 pts (max 5) |
| AP / AR | Documented: ...posted correctly Profit and loss, balance sheet and cash summary delivered monthly Accounts receivable and payable tracked so you know who owes whom Questions about odd... | /bookkeeping Nov 11, 2026 | 4 pts (max 4) |
| Payroll coordination | Documented: ...and families across Raleigh and Wake County: tax preparation, monthly bookkeeping, payroll and IRS problems, handled in one office. James Cox III is an IRS Enrolled Agent, so the... | home page Nov 11, 2026 | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Ideal for businesses that need support Bookkeeping with accrual basis Includes P&L, balance sheet, and cash flow statements Get started Corporate Tax $2100 Preparation and... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, auto repair, contractors | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /about-us/faq | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for James Cox · Enrolled Agent (on the IRS record) · business name on the record: Cox Accounting & Financial Services, Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...accounting solutions designed to support contractors of all sizes. Our services include: Bookkeeping and reconciliations tailored to job-based billing Payroll processing for... | /specialty-industries/construction Oct 7, 2026 | 5 pts (max 5) |
| Onboarding described | Documented: ...levies that threaten your income Payment plan negotiations and offers in compromise Our process begins with a full review of your tax history and financial situation. From there... | /services/irs-tax-problems | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...versus salaried staff. We set the chart of accounts up for your kind of business so the monthly report answers the questions you actually have. See how that looks for auto repair... | /bookkeeping Nov 11, 2026 | 4 pts (max 4) |
| Named contact / team | James Cox, EA | home page Nov 11, 2026 | 3 pts (max 3) |
| Communication channel / process | Documented: ...support Tax strategy built into every decision, by an Enrolled Agent A standing monthly meeting with James The monthly rhythm Books close Our bookkeeping team closes the month... | /cfo-services Nov 11, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-10-07 (Firm's own website): Software supported (0 pts, max 5).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Pricing approach published (0 pts, max 6).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists James Cox under the business name 'Cox Accounting & Financial Services, Inc' in Raleigh, NC. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Cox Accounting & Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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