A person, not a portal
You get a named contact who already knows the file. Questions do not go into a shared inbox to die.
The firm
About the firm
A family-owned accounting practice in Wake Forest — and an affiliate of Penzone & Company, CPAs.
The name is deliberate. Acacia is a long-lived tree; the practice is built the same way — personal service, a clean close, and relationships that last more than a tax season.
We are an affiliate of Penzone & Company, CPAs. That relationship is how we keep bookkeeping and certified work in the right place. You are not handed a call center, and you are not left guessing who will sign a return.
We serve clients in North Carolina, California, and New York, in English and in Spanish. Work is remote-first. We do not publish a residential address.
How we work
The work in the right place
Bookkeeping and payroll sit with Acacia. CPA work sits with Penzone & Company, CPAs. That split is how the firm stays accurate — and legitimate.
Three states, one close
NC, CA, and NY are not an afterthought. Multi-state owners are a core part of the practice.
Spanish as a first language
Hablamos Español. The engagement can run in Spanish from the first call through the monthly close.
- Entity
- Acacia Accounting Group, LLC
- Affiliate
- Penzone & Company, CPAs
- Service area
- North Carolina · California · New York