When preparing a tax return many errors occur because of the inexperience of the individual preparing the return. Today’s tax laws are so complicated that even filing a simple return can be confusing. It is far too easy to overlook deductions and credits that you may be entitled to. Even when you use reliable Tax Preparation software, there may be items overlooked and there is no substitute for the assistance of an experienced tax professional.
We provide…
Free Consultations throughout the Year
At your home, at your convenience.
Preparation of Federal and State Income Tax Returns
We prepare all required state returns and multi-states, if necessary. Returns will be checked and rechecked by our computer software to assure that every deduction and credit you are entitled to has been applied.
S-Corporation (1120-S) and State Business Returns
Estimated Taxes
Essential for the self-employed individual and calculated to provide you with the
maximum benefit and alleviate penalties and your tax burden at the end of the year.
Tax Planning
Tax Planning is a key to successfully and legally reducing your tax liability.
We go beyond current tax compliance to take proactive steps and recommend
tax saving strategies to maximize your after tax income.
Electronic Filing
Electronic filing is simple. Refunds are automatically deposited to your bank account usually within 2 weeks. In the event that you owe, taxes due can be automatically debited from your account if you elect to do so.
Amended Federal/State T ax Returns
With amended returns, we can check your prior returns up to three years, in an effort to insure they are correct and you are getting the maximum benefit from those returns.
IRS Representation
In the unlikely event of an IRS audit, we are there to assist you.
FAFSA Forms
When your federal return is prepared, we have the available information to prepare these forms for your child’s college financial aid package.
Recommended Service Providers
Available referrals to keep your financial needs within one network:
Bookkeeping Services
Rachel Koehler, MBA, CB, PB
KRG Business Solutions, Inc.
Specializing in on-site Accounting & QuickBooks training
Certified QuickBooks ProAdvisor
Phone: (919) 460-8211
Email: rachel@krghere4u.com
Website: www.krghere4u.com
Tax Preparation and Planning
When preparing a tax return many errors occur because of the inexperience of the individual preparing the return. Today’s tax laws are so complicated that even filing a simple return can be confusing. It is far too easy to overlook
deductions and credits that you may be entitled to. Even when you use reliable Tax Preparation software, there may be items overlooked and there is no substitute for the assistance of an experienced tax professional.
We provide…
Free Consultations throughout the Year
At your home, at your convenience.
Preparation of Federal and State Income Tax Returns
We prepare all required state returns and multi-states, if necessary. Returns will be checked and rechecked by our computer software to assure that every deduction and credit you are entitled to has been applied.
S-Corporation (1120-S) and State Business Returns
Estimated Taxes
Essential for the self-employed individual and calculated to provide you with the
maximum benefit and alleviate penalties and your tax burden at the end of the year.
Tax Planning
Tax Planning is a key to successfully and legally reducing your tax liability.
We go beyond current tax compliance to take proactive steps and recommend
tax saving strategies to maximize your after tax income.
Electronic Filing
Electronic filing is simple. Refunds are automatically deposited to your bank account usually within 2 weeks. In the event that you owe, taxes due can be automatically debited from your account if you elect to do so.
Amended Federal/State T ax Returns
With amended returns, we can check your prior returns up to three years, in an effort to insure they are correct and you are getting the maximum benefit from those returns.
IRS Representation
In the unlikely event of an IRS audit, we are there to assist you.
FAFSA Forms
When your federal return is prepared, we have the available information to prepare these forms for your child’s college financial aid package.
Recommended Service Providers
Available referrals to keep your financial needs within one network:
Bookkeeping Services
Rachel Koehler, MBA, CB, PB
KRG Business Solutions, Inc.
Specializing in on-site Accounting & QuickBooks training
Certified QuickBooks ProAdvisor
Phone: (919) 460-8211
Email: rachel@krghere4u.com
Website: www.krghere4u.com
Financial/Estate Planning
Bonnie-Clare Kunath, ChFC, CLU, CASL
AXA Advisors, LLC
Phone: (919) 341-1777
Email: bonnie-clare.kunath@axa-advisors.com
Mortgage Service Providers
David R. Vestal – Mortgage Planning
Integrated Mortgage Strategies, Ltd.
Phone: 919.256.6388 (Direct) | Mobile: 919.889.8725
Email: davidv@integratedmortgage.net
Website: www.integratedmortgage.net
Jenny Terrell – Mortgage Loan Officer
Harrington Bank
Phone: 919.945.7875 (Main) | Mobile: 919.279.0069
Email: jterrell@bankatharrington.com
Residential Real Estate Services
Joanne Martin
Keller Williams Realty
115 Crescent Commons Drive
Cary, NC 27518
Office: 919-882-3250
Cell: 919-244-5616
Email: jmartin@kw.com
Website: www.CreatingLastingImpressions.com
Small Office and Home Business Computer Support
Paul Armstrong – Senior Computer Technician
Southeast Technology Management Services
Direct: 919-741-6525
Email: parmstrong@setms.com
Website: www.setms.com
Web Service Providers
Robert B. Alvord – Web Design & Development
Phone: 919-830-5432
Email: Contact Me
Website: www.robertalvord.com