Individual Tax Preparation

Taxes stressing you out? Don't worry. We've got this.

Tax Preparation for Individuals

We prepare federal and state tax returns for individuals with complex returns.We’re experts at preparing complex multi-state tax returns that include everything from employee stock plans and rental properties to self employment income and crypto currencies.

As a modern office, we embrace technologies that allow us to
transmit information and communicate electronically. But as humans, we still welcome in office meetings. We’re more than happy to work with you remotely or face to face.

Our fees are based on the number of forms (W2, 1099, K-1, etc)
submitted and their complexity. A minimum fee of $450 applies
to all individual tax returns. Please contact us for an estimate.

Our Humble Brag

Many of our clients have been kind enough to share the positive experiences they’ve had working with us. We’re proud to share those with you. Our goal is to earn your praise as well.

Our Blog

What We’re Talking About

The National Taxpayer Advocate Mid-Year Report

Every year, the Taxpayer Advocate Service submits a mid-year report to Congress that outlines serious problems facing taxpayers and makes recommendations on how to mitigate those problems. This article outlines the main takeaways from the report and solutions for the next filing season.

Read More

How To Handle The IRS CP2000 Letter

Every year, thousands of people across America get a CP2000 letter from the IRS. In this article, we explain what the CP2000 process and how to handle the IRS. We also outline the exact filing steps to combat a CP2000 letter.

Read More
Contact Us

Let’s Get in Touch

We appreciate the opportunity to be of service. Use the form below to request more information. We will get back to you within 24 hours. We look forward to meeting you, whether virtually or in person!
Contact Us

Phone: 919-463-7588
Fax: 919-400-4272
219 E Chatham St Suite 200 Cary, NC 27511
Scroll to Top