Services
One-on-One Tax Help for Individuals & Small Business Owners
As a Certified QuickBooks ProAdvisor and IRS Authorized e-file Provider, I offer a range of tax services designed to meet the needs of individuals, families, and small businesses across North Carolina. Whether you’re filing your first return or handling business taxes, here’s how I can help:
Individual & Family Tax Returns
I prepare your federal and state returns, making sure you're taking advantage of available deductions and credits while staying compliant with tax laws.
Includes: W-2, 1098-E, 1098-T, Child Tax Credit, standard vs. itemized deduction review
Multi-State Returns
If you live or work across state lines, or have income sources in more than one state, I’ll manage your multi-state filings and make sure you stay compliant in each jurisdiction.
Tax Planning & Estimation
Beyond filing, I help you forecast your tax liability and plan ahead. We’ll look at your income, deductions, and tax strategy so you’re not caught off guard next year.
Catch-Up & Clean-Up Services
If past tax years are behind or your records need organizing, I offer catch-up services to bring everything current. After that, I’ll help you set up a system to stay on top of taxes going forward.
Self-Employed & Small Business Tax Filing
If you run a business (sole proprietorship, LLC, contractor work), I can handle your Schedule C or business returns, organizing business income, expenses, deductions, and necessary tax forms.
Includes: 1099-NEC, 1099-K, business deductions, home office, vehicle mileage, and more.
IRS Notices & Audit Support
If you receive notices from the IRS or face an audit, I provide support through Protection Plus audit defense, covering many of the common audit issues up to $1 million.