About Bourbonnais Tax Associates LLC
Bourbonnais Tax Associates, LLC, a North Carolina tax strategy and wealth management firm, is dedicated to providing superior tax planning and consulting services to our clients to enable them to be more successful in their endeavors. We are a full-service tax firm serving individuals, investors, and business owners nationwide, and provide clients with a full array of tax preparation and true Tax Planning services. Our principals, staff, and consultants include Enrolled Agents, QuickBooks Bookkeepers, and Management Consultants, with over a century of combined business operations, support and consulting experience.
We use state-of-the art computer software for our tax preparation services, with advanced error checking and "what if" planning. Wherever possible, all tax returns are electronically filed with the tax agencies, increasing efficiency and accuracy. You are not merely handed a stack of papers with "sign here" stickers but are provided full-service consultation so you understand the "why" of the tax return results, and how our strategic tax planning services help to reduce tax liability and add value to your bottom line.
Our tax planning opportunities provide a multitude of possibilities. We'll work with you to ferret out the best options and project the impact the changes will have under those scenarios. Call us now at (919) 803-6468 or request a Discovery Call online to find out how we can help you save money on taxes.
Bill Bourbonnais, EA, MBA, CTC
William (Bill) Bourbonnais II, principal and co-founder of Bourbonnais Tax Associates LLC, has served as a successful tax and accounting consultant since 1993, when he established his first tax preparation firm in San Diego.
Bill came into accounting from a less-traditional route than most in the profession. While many tax and accounting professionals pursue their accounting degree and then intern at a CPA firm to learn their craft, Bill has worked up through the ranks in virtually every operational department in several companies, in addition to owning and operating several successful businesses with his wife, Laura. His love of tax and accounting has come about through his understanding of the contributions every department makes to the success or failure of a business operation.
Bill has owned and operated independent multi-location and single office tax preparation and accounting firms in California, Arizona, and North Carolina. With his wife, Laura, Bill established Bourbonnais Tax Associates LLC in Raleigh, North Carolina as a natural progression of their 27 years of providing quality tax and accounting services to clients throughout the United States.
In addition to his practical experience, Bill also has several years of hands-on teaching experience in undergraduate tax and accounting courses for a major national university and taught state-mandated Tax Preparer educational courses in California. He holds BSBA and MBA degrees in finance and completes dozens of hours of continuing tax education every year.
He has been an Enrolled Agent since 1997 and is a Certified Tax Coach and Certified Tax Strategist. He is an active member of the American Institute of Certified Tax Planners, the Tax Master Network, and the American Society of Tax Problem Solvers. As an Enrolled Agent licensed by the U.S. Treasury-Internal Revenue Service to represent taxpayers at all levels of IRS, Bill has represented clients on multiple IRS and State field, office, and correspondence audits and tax resolution cases.
Certified Tax Coach (CTC)
Bill Bourbonnais has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Learn more
Laura Bourbonnais, EA
Laura Bourbonnais, co-founder of Bourbonnais Tax Associates LLC, is an experienced business owner and strategist and consults with clients on a variety of business accounting, tax, and representation cases and projects. As one of the first Curves® franchisees in California, she found a passion for business ownership and entrepreneurship, and has a great love of providing service to her community. Laura owned Curves® franchises in Visalia, Hanford, Lemoore, and Fresno California, and has been active in several other businesses.
Laura has extensive experience in real estate and construction accounting, restaurant operations and management and accounting, human resources and labor management, sales and marketing, and business ownership.
In addition to being a principal and active strategist with Bourbonnais Tax Associates, Laura is a licensed Realtor® and a winner of the Redfin President’s Club Award in 2019 and 2020.
Laura is also a Financial Advisor/Investor Advisor Representative and a North Carolina licensed life and health insurance agent, offering financial advisory and insurance services through her separate financial services firm.