Personal Tax Preparation & Planning in Raleigh

Individual Tax Preparation

If approved, funds will be loaded on a prepaid card and the loan amount will be deducted from your tax refund, reducing the amount paid directly to you. Tax returns may be e-filed without applying for this loan.

Individual Tax Preparation

We’ll help you develop a tax planning strategy that works specifically for you. GoFundMe is a popular crowdfunding platform that allows individuals to raise money for personal or charitable causes. Filing taxes can be intimidating but TaxAct makes the process extremely simple. It is completely free and they provide step by step guide for you to follow when filing. They walk you through the entire process as if you were to be sitting in an office.

Work & Money

The National Society of Accountants cites the latest data on the average price for a 1040 preparation. However, if you change your Employer Identification Number or the name of your firm, you will have to either get a new one or update it through the online portal. In many ways, e-file requirements are like acquiring a PTIN. E-file requirements ask for two additional security measures. This process begins on the IRS website and requires annual renewal. However, there is no fee for either the initial registration process or the renewal.

Individual Tax Preparation

Retirement plans, health savings accounts, and 529 savings accounts for college are all beneficial ways to reduce your overall taxable income. In 2019, Governor Gavin Newsom signed AB1876 expanding the CalEITC and Young Child Tax Credits for undocumented ITIN filers with children ages five and under. This new legislation will provide critical cash assistance for California families. The Maryland Tax Preparers Examination Candidate Bulletin contains all of the information concerning the content, scheduling of an examination, fees, special accommodations and more. The IRS cautions taxpayers to be on the lookout for deceptive communications via email, text messages, or phone calls. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you).

Welcome to tax preparation made easy.

Most personal state programs available in January; release dates vary by state. The IRS’s Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs offer free basic tax return preparation to qualified individuals. You can also check the Individual Tax Preparation professional organizations many tax preparers belong to. Anyone can be a paid tax return preparer as long as they have an IRS Preparer Tax Identification Number . However, tax return preparers have differing levels of skills, education and expertise.