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ABOUT US

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At CB Professional Tax Services, we empower individuals and business owners to take control of their financial future with confidence, clarity, and peace of mind. As a family-owned tax and financial services firm rooted in Winston-Salem, NC, we combine professional expertise with personal care, treating every client like part of our own community. 

Founded by seasoned tax professionals who understand both the complexities of tax law and the dreams behind every dollar earned, our mission is simple:
to make your finances work for you, not the other way around. 

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Why Choose Us?

  • Expert, Credentialed Professionals – Our team includes an Enrolled Agent (EA), the highest credential the IRS awards, and skilled accounting experts. We stay current on tax laws so you don’t have to. 

  • Personalized, Hands-On Support – Whether you’re filing your first return or planning long-term growth, we build strategies that fit your unique goals and challenges.

  • Real-World Business Experience – We’re not just advisors, we’re business owners ourselves. We use the same tax, bookkeeping, and financial systems we implement for clients. 

  • Comprehensive Services – From individual and business tax prep to IRS resolution, bookkeeping, payroll, and strategic tax planning, we simplify complex financial processes and guide you every step of the way.

Who we are

Philicia– Enrolled Agent & Business Consultant

Philicia is an Enrolled Agent (the highest credential the IRS awards to tax practitioners), a health insurance broker, and a business consultant.

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She brings deep expertise in:

  • Advanced tax strategy and compliance
     

  • Business structure and optimization
     

  • Health insurance guidance as part of an overall financial plan

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Who we are

Ja'Nihya - Accountant & CPA Candidate

Ja’Nihya is an accountant currently pursuing her B.S. in Accounting and preparing to sit for the CPA exam.


She combines fresh academic insight with real-world experience, supporting:

  • Day-to-day accounting and financial organization
     

  • Budgeting, bookkeeping, and systems
     

Clear financial reporting to help you make better decisions

 

 

What We Do

We help clients build stronger financial foundations through:​

Proper Tax Preparation

Accurate, compliant, and optimized returns for individuals and businesses.

Tax Resolution

Support and representation for IRS issues, back taxes, notices, and complex tax situations.

Tax Strategy & Planning

Proactive strategies to reduce tax liability, choose the right business structure, and plan for long-term growth.

Bookkeeping & Accounting

Organized, up-to-date books, financial statements, and systems that make it easy to understand where your money is going.

Payroll Services

Reliable payroll processing, compliance with tax filings, and support so your team is paid accurately and on time.

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