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 $375 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.
What We’re Talking About
Cary Tax is Fully Booked but Still Here to Help
Tax season in full swing, Tax Advisor of Cary is fully booked until the April 18th deadline, but that doesn’t mean we can’t help! In this article, we will outline ways to request an automatic extension from the IRS and NCDOR so that we can help at a later date.
CRYPTOCURRENCY TAX BASICS
A RELATIVELY NEW FEATURE ON THE FINANCIAL LANDSCAPE Crypto currencies are a relatively new feature on the financial landscape. Because of their novelty, there has been a lot of speculation and, frankly, wishful thinking regarding how the IRS would treat these currency transactions. Many provisions, e.g., “wash sales” and tax lot treatment, have not yet
Thinking of Selling Your Home?
Thinking of Selling Your Home? Understanding the Home Gain Exclusion: One of the largest tax breaks available to most individuals is the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Making the assumption that this gain exclusion will always keep you safe from tax can
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