David Fruchter, NTPI, EA, ChFC
Years of experience: 30+ (1991)
Adjectives: Clever, affable, dependable, empathic. Basically, Florence Nightingale with a beard! Consummate professional, extremely knowledgeable, kind and helpful.
“I love solving puzzles and U.S. tax code is one of the most puzzling things there is.”
David Fruchter, E.A. ChFC is the owner of Tax Advisors of Cary LLC. He graduated from Emory University in 1985 with a B.A. in economics. He founded Tax Advisors of Cary as a solo practice in 1996 and incorporated in 2009.
In addition to handling federal and state tax returns for individuals and businesses, David writes the company blog!
His passion is not just for accounting but also in educating people and helping folks understand how to maneuver the ever-changing landscape of tax laws. IRS issues can be intimidating and David loves relieving his clients of that anxiety.
Wife: Leslie, Project Manager at Red Hat
Daughter: Leni student at UNC Chapel Hill
Dogs: Two Boston Terriers, Frodo & Quark
Additional loves: Music (Mozart, Monk, Metallica and everything in between) and Texas Holdem.
Lastly, David’s wish, if he could go back in time and bring any person to the present for a tour, it would be Benjamin Franklin. “As a scientist, statesman and philosopher, I’d love to get his take and what we’ve done with the country he helped create,” he said.
Robert E. Mayhew, CPA
Adjectives: Good sense of humor, possessing integrity, loyal and reliable.
“I enjoy finding creative ways to help clients minimize their taxes as well as advising clients on how to set up their new business or to help them improve operating an existing business.”
Bob graduated Magna Cum Laude in 1984 with a Bachelor’s Degree (BBA) in Public Accounting from Pace University in New York. Licensed now in NY and NC, Bob began his career at the Fortune 100 Price Waterhouse in their NYC office. Since then, Bob has worked on clients large and as small (as small as sole proprietors in business startups).
As a certified Six Sigma Blackbelt, Bob handles all personal, business, trust, estate and non-profit tax returns. He has also performed – and provided testimony for – business valuations and forensic accounting but don’t ask him about the work he did on the $350 million Colonial Realty Ponzi Scheme as a Forensic Accountant. Between that and being a USAF military working dog handler, if he told you….
Laurie Kopecky, EA, MAFA
Adjectives: Ambitious, determined, hard-working, empathetic, sensitive and compassionate.
“I love being able to help individuals and small to medium businesses manage their finances to keep more of their hard-earned money to benefit themselves and their employees.”
When Laurie got into the accounting field, she was merely looking for part-time/seasonal work while raising a young family in the ‘80s. “My aunt was a manager of an H&R Block in IA and suggested I take their training and give it a go, so I did and now I love what I do!” she said.
Certified to prepare tax returns in 1986, Laurie then received her EA certification in 1990, her BS in Business in 2006 and her MAFA in 2013.
After working only the tax season, Laurie started her own tax and consulting business in 2003. I have worked with both private and corporate companies including Burt’s Bees, Brightleaf Consulting and The Pantry (Kangaroo). Duties included daily accounting to interim controller.
Laurie has raised five successful young adults and is a grandmother of nine active and ambitious children. She has two dogs, a cat, three horses and a few chickens. She rides a Hardley Davidson Softail and horses. A marathon runner (including the 1997 Boston Marathon), soccer coach and referee and a certified scuba diver who once lived in Okinawa, we are very glad to have Laurie join the team!
Dana Oppenheimer
Accountant Wrangler & Sanity Saver.
Our Humble Brag
Many of our clients have been kind enough to share the positive experiences they’ve had working with us. We’re proud to share those with you. Our goal is to earn your praise as well.
What We’re Talking About
Tax Year 2021 – Hurricane Ian Tax Extension
IRS issues emergency tax year 2021 extension for FL NC & SC
The National Taxpayer Advocate Mid-Year Report
Every year, the Taxpayer Advocate Service submits a mid-year report to Congress that outlines serious problems facing taxpayers and makes recommendations on how to mitigate those problems. This article outlines the main takeaways from the report and solutions for the next filing season.
How To Handle The IRS CP2000 Letter
Every year, thousands of people across America get a CP2000 letter from the IRS. In this article, we explain what the CP2000 process and how to handle the IRS. We also outline the exact filing steps to combat a CP2000 letter.
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