Individual Tax Services Plans near Cary North Carolina
Service Plan Summary
Concierge Service
Includes:
- Filing by 4/15
- Federal and one state filing
- 1/2 hour per year consulting & support available after May 1st
- Additional consulting available at 50% reduced hourly rate
Strategic Mid-Year
Includes:
- Filing by 8/15
- Federal and one state filing
- Consulting available after July 1st at 50% reduced hourly rate
Essential Compliance
Includes:
- Filing by 10/15
- Federal and one state filing
- Consulting available after July 1st at full hourly rate
Common Tax Service Add-Ons (As Applicable):
- Schedule E – Rental property $200–$300 per property
- Schedule E – rental property sales $200 minimum per property
- Schedule E – 1031 exchanges $300 minimum per property
- Schedule E – change of depreciation method (to report cost segregation) $500 minimum per property
- Schedule C – Small business or consulting income: $500 minimum
- K-1 (Partnership, S Corp, or Trust): $75 minumum depending on complexity
- Employer Stock Plans (RSU, ESPP, ISO) disposition adjustments: $150 minimum
- Foreign asset reporting (FBAR or Form 8938): $250 minimum (up to 3 foreign accounts)
- Additional states return preparation and filing: $100–$250 per state
Individual Tax Returns
Filing your taxes can be overwhelming, but with Tax Advisors of Cary, you can trust that every detail is meticulously managed with precision and care. Our comprehensive services cover everything from basic filings to intricate returns, including rental properties, self-employment income, and foreign asset reporting, ensuring that no matter your situation, you’re in expert hands. Contact us today to get started with your individual tax returns today.
Individual Tax Plans
Successful tax plans can save you money and provide peace of mind year-round. We take a proactive approach, helping you to optimize your tax strategy and make informed financial decisions. Whether you’re planning for retirement, managing investments, or preparing for major life changes, our expert tax planning services are designed to reduce your tax liability and enhance your financial future.
Reach Out Today
Navigating the complexities of individual taxation requires a trusted partner who understands your unique financial landscape. At Tax Advisors of Cary, we offer tailored Individual Service Plans designed to meet diverse income levels and tax situations, ensuring precision and personalized care in every aspect of tax preparation and planning.
Why Choose Tax Advisors of Cary?
Our commitment to personalized service means we adapt our expertise to your unique financial situation, ensuring compliance and optimization of your tax liabilities. Beyond tax preparation, we offer year-round consulting on matters such as real estate transactions, employee stock plans, loss harvesting, and retirement distribution planning. Our proactive approach aims to reduce your tax burden and enhance your financial well-being.
Get Started Today
Embarking on a journey toward financial security in an ever increasing world of complexity and uncertainty is just a conversation away. Contact us to schedule a consultation, and let’s explore how our Individual Service Plans can be tailored to meet your specific needs. At Tax Advisors of Cary, we are dedicated to building lasting relationships grounded in trust, expertise, and personalized attention. We’re located near you at 219 E Chatham St Suite 200, Cary, NC 27511