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
SSN for everyone on the return
Last year’s return
Proof of insurance
Examples of business-related documents:
Profit/Loss Income Statement
Interest Statement on equipment
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.