Resources & Tools
Helpful information, answers to common questions, and resources to assist with your tax and financial needs.
Frequently Asked Questions
Find answers to common questions about tax preparation, filing, and our services.
Tax Tips & Strategies
Practical advice to help you minimize your tax liability and improve your financial situation.
Keep Organized Records
Maintain a system for organizing receipts, invoices, and tax documents throughout the year to make tax preparation easier and ensure you don't miss potential deductions.
Maximize Retirement Contributions
Contributing to retirement accounts like 401(k)s and IRAs can reduce your taxable income while building your retirement savings.
Understand Home Office Deductions
If you're self-employed and use part of your home exclusively for business, you may qualify for home office deductions for a portion of your utilities, insurance, and other expenses.
Plan Charitable Giving
Charitable donations can provide tax benefits if you itemize deductions. Consider bunching donations in alternate years to exceed the standard deduction threshold.
Review Tax Withholdings
Regularly review your W-4 withholdings to ensure you're not having too much or too little tax withheld from your paycheck.
Consider Tax-Loss Harvesting
If you have investments that have declined in value, you might benefit from selling them to offset capital gains and reduce your tax liability.
Tax Calendar
Important tax dates and deadlines to keep in mind.
Key Tax Dates
Useful Links
Helpful resources and websites for tax and financial information.
Internal Revenue Service (IRS)
Official source for tax forms, publications, and information.
North Carolina Department of Revenue
State tax information and resources for North Carolina residents.
Social Security Administration
Information about Social Security benefits and Medicare.
Small Business Administration
Resources and guidance for small business owners.
Tax Preparation Checklist
Use this checklist to gather the documents you'll need for your tax preparation appointment.
Document Checklist
Personal Information
- • Social Security numbers for you, spouse, and dependents
- • Birthdates for you, spouse, and dependents
- • Copy of last year's tax return
- • Bank account information for direct deposit
Income Documents
- • W-2 forms from all employers
- • 1099 forms (1099-MISC, 1099-INT, 1099-DIV, 1099-B, etc.)
- • Social Security benefits statements
- • Rental property income
- • Business or self-employment income records
Deduction Documents
- • Mortgage interest statements (Form 1098)
- • Property tax records
- • Charitable donation receipts
- • Medical and dental expense records
- • State and local taxes paid
- • Educational expenses (Form 1098-T, 1098-E)
Other Documents
- • Health insurance coverage information
- • Retirement account contributions
- • Estimated tax payments made
- • Home office expenses (if self-employed)
- • Child care expenses
Have More Questions?
Contact us today to get answers to your specific tax and accounting questions.
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