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← Back to Top 8 Bookkeepers Elsewhere in North Carolina (2026)

Tax and QB Guru

Evidence Score 25/100 at 75% evidence coverage 8 of 8 on the North Carolina 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
Software?
QuickBooks Online

2 of 5 answered from a dated source.

Documents 1 of 5 core services; IRS preparer record found for a named person.

Score breakdown

Documented services + buyer fit12 of 40 pts, 40 checked
Independently verifiable qualifications6 of 20 pts, 6 checked
Operational + pricing transparency3 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Tax and QB Guru's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Tax and QB Guru home page
Website https://taxandqbguru.com/ home page
Office locality RTP, NC home page
Phone +12523525161 home page
Offers bookkeeping Documented: ...complete QuickBooks solutions including clean-up, set-up, training and day-to-day Bookkeeping Payroll: Management of payroll and taxes Periodic Analysis: Analyzing business... home page
Payroll coordination Documented: ...QuickBooks solutions including clean-up, set-up, training and day-to-day Bookkeeping Payroll: Management of payroll and taxes Periodic Analysis: Analyzing business financials on... home page 4 pts (max 4)
Software supported QuickBooks Online home page 5 pts (max 5)
Local / remote model stated Local /contact-us 3 pts (max 3)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record IRS preparer record for Aditya Mahajan · CPA (self-reported to the IRS, not a state license) · business name on the record: TAX AND QB GURU IRS preparer records
Third-party
Sep 27, 2026
6 pts (max 6)
Named contact / team Les Merritt, CPA home page 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 /privacy-policy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).

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); Years operating (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 Aditya Mahajan under the business name 'TAX AND QB GURU' in Rtp, NC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. 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 Tax and QB Guru's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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