Our Services
One-on-One Tax Help for Individuals & Small Business Owners
As a Certified QuickBooks ProAdvisor and IRS Authorized e-file Provider, you can trust that your return will be handled accurately and efficiently.
Individual Tax Returns
I prepare federal and state returns for North Carolina residents and families, including common credits, deductions, and state-specific rules.
Includes: W-2, 1098-E, 1098-T, Child Tax Credit, standard vs. itemized deduction review
Multi-State Returns
If you moved, work remotely, or earned income in more than one state, I can help file accurately across multiple jurisdictions.
Tax Planning
I provide seasonal or off-season reviews to help reduce surprises and plan for estimated quarterly taxes, retirement contributions, or big life changes.
Self-Employed & Small Business
I specialize in Schedule C tax prep for freelancers, contractors, and LLC owners. If you’re using QuickBooks, I can make sure your books and return align.
Includes: 1099-NEC, 1099-K, business deductions, home office, vehicle mileage, and more.
IRS Notices & Audit Defense
I work with Protection Plus to give you up to $1 million in audit assistance if you receive a notice from the IRS or state tax agency.
Secure Online Uploads
With TaxWise Mobile, you can upload documents right from your phone or laptop—your info flows directly into your return, saving time and improving accuracy.