Knowledgable

With 25+ years of experience, Laurie finds every tax savings!

Services

Affordable

Basic Returns Start at $99

Seniors & Students Start at  $65

Fees

Convenient

In the comfort of your living room, a tax office, or virtually!

Resources

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Tax Preparation Fees

Basic, Senior and Student Returns

Senior Returns - $65

Student Returns  - $65

Basic Individual Returns - $99


Seniors 60+ and students in either high school or college.  Includes:

  • Up to 3 - W2s, 
  • Up to 3 - 1099s, and 
  • 1 state return . 

Does not include EIC or schedules

Individual Returns

Federal 1040  &  NC State Return - $125


Includes:

  • Up to 10 - W2s
  • Up to 10 - 1099x
  • EIC (Earned Income Credit), 
  • Schedule A (Itemized Deductions) and 
  • Schedule B (Interest and Ordinary Dividends).

Does not include other major Schedules.

Add $25 for each non-NC State Return

Other Income Returns

 Federal 1040  &  NC State Return - $150


Includes:

  • Everything included in 'Individuals Returns', plus 1 major Schedule:
  •    Schedule D - (Capital Gains and Losses), or
  •    Schedule E (Rental Property or Royalties), or
  •    Schedule F (Farming Income).

Add $25 each for additional schedules

Small Business Returns

Federal 1040  & NC State Return - $175


Includes: 

  • Everything included in 'Passive Income Returns', plus
  • 1 - Schedule C (Profit or Loss from Business)

Add $50 for each additional Schedule C

Add $25 each for major schedules

Estimated Tax Payments

Current Year Estimate & Vouchers - $50


Calculate an estimate of the amount of taxes that will be due for the current tax year and provide vouchers for IRS and 1 State.  Due dates:


 1st payment - April 17, 2018

2nd payment - June 15, 2018 

3rd payment - Sept. 17, 2018

4th payment - Jan. 15, 2019* 


* You don’t have to make the payment due January 15, 2019, if you file your 2018 tax return by January 31, 2019, and pay the entire balance due with your return. 

6 Month Tax Return Extension

Federal  & NC State Return - $29


Includes: 

  • IRS Form 4868 -   Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
  • NC D-410 -  Extension for Filing Individual Income Tax Return
  • Additional States by request

Need Help? I've Got Answers

Single Topic Appointment - $20


Includes:

- 15 Minute Appointment

- 15 Minutes of Research


Multi-topic questions may require additional research.  Additional research is $30 per hour.  Many tax questions can be researched in 15 to 45 minutes.


I am unable to answer requiring the advice of a attorney.  Referrals available upon request.

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