Frequently Asked Questions

What forms do I need to bring?

You will want to bring any forms labeled “tax important documents.” Examples include:

  • W2, 1098, 1099-MISC, 1099-INT, 1099-DIV, 1095-A, etc.

  • Tax Data Sheet

  • Drivers License

  • SSN for everyone on the return

  • Last year’s return

  • Filing Status

  • Proof of insurance

Examples of business-related documents:

  • 1099-MISC

  • Profit/Loss Income Statement

  • Balance Sheet

  • Interest Statement on equipment

  • Mileage Report

  • New Fixed Assets (date purchased and amounts)

How long does it take to get my refund?

  • Direct deposit:10-14 days

  • Mailed check: up to 21 days

When can I start filing?

E-filing for the 2018 tax season begins on January 28, 2019. The last day to file is April 15, 2019 without an extension.

**The last day to file for partnerships and C Corporation is March 15, 2019.

What if I need an extension?

For the 2018 tax season, please let us know before:

  • Personal Returns: April 13, 2019

  • Business Returns: March 13, 2019

How can I send you my tax forms?

  • Local to Mooresville, NC: Request an appointment or use our secure drop box

  • Mail through USPS

  • Request a secure link via email

What can I write off under my business?

There are several deductions and write-offs you can utilize for your business! If you are unsure of where to begin, we recommend investing in our tax consulting services.

Do you offer a business retainer program?

We are available to service your business year-round! Please contact us to learn about our monthly retainer program.