Professional Tax Preparation for Individuals & Small Businesses Across North Carolina
As an Enrolled Agent, Certified QuickBooks ProAdvisor (Levels 1 & 2), and IRS Authorized e-file Provider, I offer comprehensive tax services designed to meet the needs of individuals, families, and small businesses throughout Raleigh, Durham, Cary, and across North Carolina. Whether you're filing your first return or handling complex business taxes, here's how I can help:
Individual & Family Tax Returns
I prepare your federal and North Carolina state returns, making sure you're taking advantage of available deductions and credits while staying compliant with current tax laws. Serving individuals and families in Raleigh, Durham, Cary, Chapel Hill, Apex, Wake Forest, and throughout the Triangle area.
Includes: W-2 income, student loan interest (1098-E), education expenses (1098-T), Child Tax Credit, Earned Income Credit, standard vs. itemized deduction review, and more.
Partnership Tax Returns (Form 1065)
Preparation of partnership tax returns, K-1 schedules for all partners, and annual reporting requirements for multi-owner businesses. I'll ensure accurate allocation of income, deductions, and credits among partners while keeping your partnership compliant with IRS requirements.
S-Corporation Tax Returns (Form 1120-S)
Comprehensive S-Corporation tax preparation including K-1 reporting for shareholders, reasonable compensation analysis, and guidance on payroll requirements. Whether you're in Raleigh, Durham, Fuquay-Varina, or anywhere across North Carolina, I help S-Corp owners navigate the complexities of corporate tax filings.
Multi-State Returns
If you live or work across state lines, have rental properties in other states, or have income sources in multiple jurisdictions, I'll manage your multi-state tax filings. This is especially common for remote workers in the Triangle area and business owners operating in multiple states. I'll make sure you stay compliant in each jurisdiction while avoiding double taxation.
Self-Employed & Small Business Tax Filing
If you run a business as a sole proprietor, LLC, independent contractor, or freelancer in North Carolina, I can handle your Schedule C or business returns. I'll organize your business income, expenses, deductions, and all necessary tax forms to maximize your deductions and minimize your tax liability.
Includes: 1099-NEC, 1099-K, business expense tracking, home office deduction, vehicle mileage, equipment depreciation, qualified business income deduction (QBI), estimated tax payments, and strategic tax planning for small businesses in Garner, Clayton, Holly Springs, Zebulon, Knightdale, Morrisville, and across Wake County.
Tax Planning & Quarterly Estimates
Beyond annual filing, I help you forecast your tax liability and plan strategically for the year ahead. We'll review your income, deductions, potential credits, and overall tax strategy so you're never caught off guard at filing time.
Includes: Quarterly estimated tax calculations, year-end tax planning, retirement contribution strategies, business expense planning, and proactive tax-saving recommendations for individuals and small businesses throughout North Carolina.
IRS Notices & Audit Support
If you receive a notice from the IRS or state tax authority, I'm here to help. I provide support and guidance in responding to IRS correspondence, and offer Protection Plus audit defense coverage for many common audit situations up to $1 million in representation.
Note: As an Enrolled Agent, I'm federally authorized to represent you directly before the IRS in audits, collections, and appeals.
Catch-Up & Clean-Up Services
Behind on past tax filings? Records disorganized? I offer catch-up services to bring everything current, whether it's one year or several years behind. After getting you caught up, I'll help you establish a system to stay on top of your tax obligations going forward.
Common situations:
Unfiled returns from previous years
Missing or incomplete tax records
Business owners who need to get compliant
Life changes that caused tax filing gaps
Serving clients throughout Raleigh, Durham, Cary, Apex, Wake Forest, Holly Springs, Garner, Clayton, Zebulon, Greensboro, Fayetteville, and across North Carolina.
Why Choose JD Tax Solutions for Your Tax Preparation?
Personalized Service
You work directly with me, not a team of rotating preparers. I take time to understand your unique situation, whether you're in downtown Raleigh or a small town across the state.
Year-Round Support
Tax preparation doesn't end when your return is filed. I'm available throughout the year to answer questions, help with planning, and provide ongoing support.
Combined Tax & Bookkeeping Expertise
As an Enrolled Agent, QuickBooks ProAdvisor, and tax professional, I understand how clean bookkeeping makes tax preparation smoother and more accurate. If you need bookkeeping services, we can coordinate everything seamlessly.
Remote Convenience
Based in Raleigh, I work with clients across North Carolina using secure, cloud-based systems for document sharing and electronic filing.
Service Areas
Proudly serving individuals and small businesses throughout:
Wake County: Raleigh, Cary, Apex, Wake Forest, Holly Springs, Garner, Knightdale, Morrisville, Fuquay-Varina, Zebulon, Wendell
Orange County: Carrboro, Chapel Hill, Hillsborough
Durham County: Durham
Craven County: New Bern
Johnston County: Clayton, Smithfield
And across North Carolina: Greensboro, Fayetteville, Wilson, Rocky Mount, Goldsboro, and beyond!
Ready to Get Started?
If you're ready to file, catch up on past returns, or develop a strategic tax plan for the year ahead, I'm here to help!
Whether you're an individual taxpayer in Raleigh, a small business owner in Durham, or a self-employed professional anywhere across North Carolina, let's work together to make your tax situation manageable.
Schedule a free 15-minute discovery call or request a quote today.