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TAX SERVICES

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Having a tax issue can be a tremendous burden. Attempting to navigate through ever-changing tax laws without the guidance of a tax professional can potentially expose you to the IRS and state collection actions. Let us guide the way.

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We are full-time service providers, not just seasonal tax return preparers, so we’ll be there when you need us. Request a consultation today to discuss how NC Accounting Group LLC can help you meet IRS compliance requirements, minimize tax payments, and accomplish your tax goals.


Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our Services

Personal Income Tax, Business Taxes, Audit Assistance, Tax Planning, EFile, Refund Advances, No upfront Fees

Documents You Will Need

Before you prepare your taxes, gather all the documents you need to prepare a complete tax return.

Income Documtents

  • W-2s

  • 1099s

  • Proof of jury duty pay

  • Proof of alimony you received

  • Social Security statement (1099-SSA)

  • Dividend and interest statements (1099-DIV and 1099-INT)

  • Retirement distributions (1099-R)

  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments

  • K-1 statements reporting profits from partnerships, trusts, and small businesses,

  • Record of income and expenses for your rental property

  • Record of income and expenses for your self-employment

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Other Tax Documents

  • HUD-1 Escrow statement for property you bought or sold,

  • Summary of moving expenses,

  • Summary of educational expenses (college tuition),

  • Summary of your child care, day care, or adult day care expenses,

  • IRA contributions (traditional, SEP, or rollovers)

  • Student loan interest paid (1098-E)

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Tax Deduction Documents

  • Health care expenses (doctors, dentists, health insurance, eyecare, medicine)

  • Real estate taxes

  • Motor vehicle registration

  • Mortgage interest paid (1098)

  • Gifts to charity

  • Last year’s tax preparation fees

  • Job-related expenses (union dues, job education, uniforms)

  • Loss of property due to casualty or theft

  • Gambling losses

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Contact Us

Request a free tax quote

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