Individual tax preparation
For: Individuals and families with straightforward, complex, or changing tax situations.
- Federal and state individual returns
- Income, deduction, and credit review
- Filing extension preparation when needed
Tax services in Durham & Raleigh
Preparation, planning, and problem-solving from our Durham office for individuals and businesses across the Durham and Raleigh area.
Request a consultationIndividuals & families
Preparation and guidance for annual filing, life changes, notices, and prior years.
IRS & state notice support
For: Taxpayers who received an IRS or NCDOR letter and need to understand the proposed issue and next steps.
- Notice and deadline review
- Document organization
- Response preparation
Support depends on the facts and does not promise legal representation, audit defense, or a particular outcome.
Request a consultationAmended & prior-year returns
For: Individuals and businesses correcting filed information or catching up on prior-year returns.
- Amended return preparation
- Unfiled-year review
- Prior-year return preparation
Businesses & self-employed
Tax preparation and year-round planning for owners and independent professionals.
Business & self-employed tax
For: Independent professionals and owners who need an accurate annual business filing.
- Schedule C and business return preparation
- Owner and self-employment tax considerations
- Estimated-payment coordination
- Federal and North Carolina filing coordination
Tax planning & advisory
For: Individuals and businesses making decisions before the next return is prepared.
- Year-round tax projections
- Withholding and estimated-payment guidance
- Tax considerations for major decisions
Entity & estimated-tax guidance
For: Owners evaluating how tax treatment and payment responsibilities may change as a business develops.
- LLC and S-corporation tax considerations
- Owner compensation questions
- Quarterly estimated-payment planning
Legal formation and entity-governance advice should come from appropriate legal counsel.
Request a consultationQuestions
Tax rules and outcomes depend on the full situation. These answers can help you prepare for a conversation, not replace advice based on your facts.
Can an enrolled agent prepare my taxes, or do I need a CPA?
Enrolled agents and CPAs can both prepare tax returns, but they hold different credentials: enrolled agents are licensed by the IRS, while CPAs are licensed by state boards of accountancy. Capital Grove’s enrolled agents provide tax preparation and year-round guidance for individuals and businesses.
What should I bring to tax preparation?
Start with prior returns, identity and filing information, income records, and documents related to deductions, credits, or major life changes. The exact list depends on your facts, so request a consultation for guidance tailored to your situation.
When can year-round tax planning help?
Planning can be useful before a business change, a large purchase or sale, a shift in income, retirement decisions, or changes to withholding and estimated payments. Request a consultation before acting so the discussion can reflect your facts.
Does an extension give me more time to pay?
A filing extension generally changes the filing deadline, not the date tax is due. Payment and penalty rules depend on the situation, so request advice based on your facts before relying on an extension.
Can you help with an amended or prior-year return?
Capital Grove offers return corrections, missed-filing review, and prior-year return preparation. The right approach depends on what was filed and what information is available, so request a consultation to discuss the relevant years.
What should I do if I receive a tax notice?
Read the notice, note its response date, keep the full notice and related records, and avoid ignoring it. Capital Grove can review notices and help prepare a response; request a consultation for advice specific to the notice.
Where is your office, and do you serve Raleigh clients?
Capital Grove’s office is at 3604 Shannon Road, Suite 105, in Durham. We work with individuals and business owners across Durham and Raleigh. Request a consultation to discuss your tax preparation or planning needs.
Is a consultation request private?
The form is intended only for basic contact and inquiry details. Do not submit tax documents, Social Security numbers, tax IDs, birth dates, payment information, or other sensitive records. Review the Privacy notice and request a consultation to discuss an appropriate way to share information later.
Choosing a tax preparer? Read the IRS guide to preparer credentials and qualifications.
Not sure which service fits?
Share a short overview of your situation. The first conversation can help identify the work that may be needed without asking you to send tax records through the website.