Dear Clients,

For our community safety and wellness, I am complying with NC Governor Cooper’s “Stay @ Home” order, I will not have in-person meetings in my home office effective 5pm, March 30th until April 29th.

Don’t miss out on your Tax Rebate:  The Coronavirus Relief Package will be using your 2019 Tax Return to determine if you are eligible for the rebate ($1200 – Single under $75,000; $2400 Married filing Joint/Head of Household under $150,000). 2018 returns will be used if 2019 has not been filed.

Let’s get 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: Access this App @ www.TaxLadyNC.com. Download onto your Smart Phone – take pictures of your documents and upload. Easy!  Click on link below Taxes-To-Go


3)            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.

4)            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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