Tax planning for business owners in Ralegigh NC who want to keep more of what they earn

— Comprehensive strategies built to help you reduce taxes and protect your business.
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About Fortress

Why Choose Fortress?

Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.

One Team, One Plan

Streamlined financial management, stress-free.

Tailored Strategies

Personalized solutions that evolve with you.

Smart & Human

Data-driven insights, real expert guidance.

Peace of Mind

A proactive approach so you can live confidently.

Ready to experience a higher level of financial planning? Let’s build your fortress together.

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Why Choose Fortress?

Fortress Tax Services brings decades of tax expertise to Raleigh’s business owners. We focus on proactive, personalized strategies designed to reduce your tax burden and accelerate long-term growth.

More about Fortress

One Team, One Plan

Your tax, financial, and business goals handled under one roof.

Tailored Strategies

Every business is different. So is every plan we build.

Smart & Human

Expert tax pros with data-driven insights—and real-world understanding.

Peace of Mind

No surprises. Just a proactive plan and year-round clarity.

Our Services

Tax Loss Harvesting

Offset taxable gains from selling your winners by harvesting losses
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Tax Gain Deferral

Delay tax payments on capital gains to enhance investment growth.
Learn More

Tax Exempt Securities

Invest in tax-exempt securities to enhance your after-tax returns.
Learn More
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Core Tax Strategies

Strategy 12

Children on the Payroll Strategies

Learn how to employ payroll strategies involving your children to maximize tax benefits.

Children on the Payroll Strategies
Children on the Payroll Strategies
Strategy 11

Augusta Deduction Strategies

Discover how to utilize the Augusta Deduction to optimize your tax situation while hosting events.

Augusta Deduction Strategies
Augusta Deduction Strategies
Strategy 10

Charitable Giving Strategies

Explore effective charitable giving strategies to maximize your impact and minimize tax liabilities.

Charitable Giving Strategies
Charitable Giving Strategies
Strategy 9

Family Gifting Strategies

Explore effective family gifting strategies to optimize wealth transfer and reduce tax burdens.

Family Gifting Strategies
Family Gifting Strategies
Strategy 8

Tax Efficient Credit

Learn how to utilize credit effectively to enhance your financial position while being tax-efficient.

Tax Efficient Credit
Tax Efficient Credit
Strategy 6

Tax Aware Allocation

Implement tax-aware strategies to maximize your investment efficiency.

Tax Aware Allocation
Tax Aware Allocation
Strategy 5

Strategic Investment Planning

Develop a tailored investment strategy to achieve your financial goals.

Strategic Investment Planning
Strategic Investment Planning
Strategy 4

Tax Deferred Accounts

Utilize tax-deferred accounts to enhance your investment growth potential.

Tax Deferred Accounts
Tax Deferred Accounts
Strategy 3

Tax Exempt Securities

Invest in tax-exempt securities to enhance your after-tax returns.

Tax Exempt Securities
Tax Exempt Securities
Strategy 2

Tax Gain Deferral

Delay tax payments on capital gains to enhance investment growth.

Tax Gain Deferral
Tax Gain Deferral
Strategy 1

Tax Loss Harvesting

Offset taxable gains from selling your winners by harvesting losses

Tax Loss Harvesting
Tax Loss Harvesting
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Meet the Team

Joe Grabar
Joe Grabar
Managing Principal
Chris Gure
Chris Gure
Investment Consultant
David Grubbs
David Grubbs
Tax Specialist and Compliance Officer
Mason Turner
Mason Turner
Tax Manager and Enrolled Agent

FAQs

We know financial planning can feel overwhelming. Here are answers to the most common questions about investments, retirement, and wealth management.

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Why did you choose to create your own independent firm?

Fortress Financial Partners was founded to bring a fresh, personal approach to wealth management. Tired of the one-size-fits-all solutions of big firms, we created a hybrid Broker-Dealer and RIA to serve families and individuals according to their needs, free from corporate red tape.

Our independence means we prioritize your goals, without the distraction of public shareholders, private equity, or proprietary products.

Your Virtual Tax Office

Built for Raleigh business owners who want proactive planning, not just tax prep.

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