Individual Tax Services Plans near Cary North Carolina
Service Plan Summary
Concierge Personal Return
What’s Included
- Professional preparation and filing of your personal tax return
- Starting at $950 before additional forms or complexities
- 50% discounted consulting rates from May through December
- Guidance throughout the filing process
- Transparent pricing for additional schedules and filings
Best For: Individuals and families seeking dependable tax preparation with occasional advisory support.
White Glove Personal Return
What’s Included
- Professional preparation and filing of your personal tax return
- Guaranteed return completion within 10 business days once all required documents are received
- Dedicated point of contact from onboarding through filing
- Complimentary 1-hour tax planning meeting between June 1 and December 15
- Priority communication and support
Best For: High-income professionals, investors, and clients who want faster turnaround and proactive planning.
Executive White Glove Personal Return
What’s Included:
- Priority tax return preparation and filing
- Rapid turnaround once documents are received
- Two complimentary 1-hour consulting meetings
- Quarterly estimated tax payment planning
- Audit support included at no extra charge (see Engagement Letter for details)
- Dedicated point of contact throughout the entire engagement
- One complimentary planning meeting during tax season or anytime throughout the year
- One year-end tax strategy meeting
- Complimentary tax extension filing with estimated payments, if needed
- Starting at $2,000 before additional forms or complexities
Best For: Executives, entrepreneurs, and individuals needing ongoing tax strategy and high-touch support.
Common Additional Services – applies to all personal tax prep plans
Additional fees apply for:
- Rental properties
- Self-employment income
- Multi-state filings
- Complex investment reporting
- Other advanced tax situations
Please refer to the Engagement Letter for full pricing details.
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