Individual tax preparation for Mint Hill, NC
I prepare federal and North Carolina income tax returns for individuals and families in Mint Hill, Harrisburg, and Midland. Some are a single W-2. Others involve rental property, a brokerage account, and self-employment income. I prepare both kinds.
Tax planning while the return is open
While your return is in front of me, I also look for tax-planning opportunities. Often it’s a change to your withholding, or the timing of a sale that would change next year’s result. If I see something worth doing, I’ll tell you.
You deal with me the whole way through
I prepare your return myself, and I’m the person you talk to about it. If a number looks wrong to you, you can ask the one who put it there.
Clients in Harrisburg and Mint Hill meet with me at the Midland office or by video. Documents go through the client portal either way.
Before you call
- What it costs
- TODO: fee structure from Ryan (flat fee by return type, hourly, or quoted per client).
- What to bring
- Last year's return, your W-2s and 1099s, Form 1098 for mortgage interest, property tax bills, records of charitable gifts, and income and expense records for any rental or business.
- Timing
- TODO: document cutoff date for filing without an extension, and typical turnaround.
- Sending documents
- Through the client portal, linked at the top of every page. Please don't email Social Security numbers or tax forms.
Start with a phone call
Tell me what needs to be filed and I'll tell you what to gather. Meetings are in person at the Midland office or by video.