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Desk With Paperwork

Your Trusted Tax Professional and more.


As your trusted IRS Registered Tax Professional, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

Tax Preparation Services for Individuals

Here's what else we do for you:
 

  • Prepare accurate tax returns that are filed on time

  • Calculate estimated taxes for self-employed small business owners

  • Develop tax planning strategies that reflect individual financial goals

  • Electronic filing and direct deposit for a faster tax refund

  • File extensions and calculate estimated tax to avoid interest and penalties
     

Tax Season Is Just Around the Corner. If you need a fast, accurate tax professional to prepare your tax return this year we're here to help!

How it works

Step 1

           Complete Intake Form

Client completes a fillable intake form with basic information only.

Step 2

         Initial Document Upload


Client uploads ONE document the secure website form: Prior year Form 1040 (page 1 &2)  OR W-2

Step 3

          Client Portal setup

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Carolina Document creates client profile in the tax software. Client will then receive an encrypted portal invitation.

Step 4

                 Secure Portal Uploads

   

Client uploads all remining documents through the secure client portal: Additional W-2s or 1099s, IDs, Income and Deduction documents

Step 5

          Filing completion     

                                   

  Return is prepared, Reviewed, e-signed, and e-filed securely

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