Welcome

COVID-19 UPDATE

Dear Clients,

I am happy to welcome you to my home office for in-person Tax Preparation, effective May 9th. In-person meetings will include no more than 3 people (2 clients and me).

Options for those clients who will continue to Stay@Home:

Getting your 2019 taxes done without an in-person meeting.

  1. Drop-off your tax documents: Please notify me if you will be dropping off your taxes. I have a secure container on my front porch for your safety and convenience.
  2. Taxes-To-Go: Download this app onto your Smart Phone – take pictures of your documents and upload. Easy!  Click on Taxes-To-Go link below

Taxes-To-Go

  1. Secure ShareFile: I can send you a link to securely upload your tax documents to a private folder that only you and I can access. Email me at TaxLadyNC@pm.me to get that link.
  2. Fax your tax documents to me at 910-939-1398

The filing and payment date for 2019 taxes has been extended without penalties to July 15, 2020.

You will like the difference of our Concierge Tax Practice.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

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An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like Attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

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