Personal tax preparation
We prepare returns for wage earners, retirees and the self‑employed.
Price and booking
From $150
This covers a simple federal and state return, such as wages from one job, or Social Security with a pension or IRA withdrawal. More income forms, tax credits, self‑employment, farm and rental income add to the price. Each additional state return is $100 for most states.
We do not prepare California, Connecticut, Illinois, Maryland, Nevada, New York or Oregon state returns.
What we prepare
Wages from a job
We report your wages and claim the credits and deductions you qualify for.
Retirement income
We work out how much of your Social Security is taxable and report your pension and IRA income. North Carolina does not tax Social Security.
Farms, rentals and sales
We report farm and rental income, and the sale of stock or property.
Working for yourself
Income from contract work, gig work or a business you own alone usually goes on your personal return. We claim the business costs you can deduct.
Separation or a death
We prepare the returns that follow, including the final return of the person who died and, if one is needed, an estate return.
Earlier years
We prepare returns for missed years and correct returns that had mistakes.
IRS and state notices
Bring or send the notice to our office. We will explain what it says and prepare any corrected return it calls for.
We cannot write to or speak with the IRS or a state tax department for you. When a notice calls for that, we will refer you to someone who can represent you.
What to bring
You do not need everything to start. Bring your documents to the office or upload them to our client portal.
Identification
Your photo ID and the Social Security number of everyone on the return.
Income
Every W‑2 and 1099 you received, and your Social Security, pension and retirement account statements.
Other records
Last year’s return if we did not prepare it, and records of any other income, deductions or tax payments you made.
Tax preparation in nearby towns
We serve these towns from our office in Locust. Clients anywhere in North and South Carolina can also work with us online.
Two ways to begin
Talk with us first
Choose this if something changed this year or you have questions. Meet us at our office in Locust or talk with us by phone.
Start online
Choose this if nothing major changed this year and you have no questions.