From Capital Grove
Tax guides for North Carolina.
From your first W-2 or side hustle to investments, retirement, and a letter from the IRS: practical tax answers for individuals and businesses across the Raleigh–Durham area.
Individual tax preparation
Explore this serviceIndividual tax preparation
A practical North Carolina tax preparation checklist
Organize income, family, deduction, contractor, and North Carolina records before preparing your federal and state individual returns.
Moving and part-year residency
Moving to North Carolina: a tax guide for your first year
Moving to Raleigh or Durham? Learn how North Carolina residency, part-year income allocation, other-state credits, and withholding fit together.
Remote work and multistate wages
North Carolina taxes for remote employees working across state lines
Working remotely across state lines? Learn how North Carolina residency, physical work location, wage allocation, credits, and withholding interact.
Rental property taxation
Tax records to keep for a rental property
Organize rental income, deposits, expenses, improvements, basis, and personal-use records for accurate federal and North Carolina tax returns.
Investment and equity taxation
Tax records for RSUs, ESPPs, and employee stock options
Organize W-2, 1099-B, RSU, ESPP, ISO, option, basis, and AMT records before reporting employee stock compensation and later sales.
Retirement taxation
How North Carolina taxes retirement income
Understand how federal and North Carolina returns treat Social Security, pensions, IRAs, Roth conversions, Bailey benefits, RMDs, and withholding.
Family tax preparation
Family tax credits and North Carolina deductions
Gather dependent, childcare, education, Marketplace insurance, and HSA records while separating tax-form receipt from actual credit eligibility.
Investment and pass-through taxation
Tax records for investments, crypto, and Schedule K-1
Organize cost basis, Forms 1099-B and 1099-DA, digital-asset transactions, Schedule K-1, distributions, and loss-limit records.
Business & self-employed tax
Explore this serviceStarting self-employment
Your first year self-employed in North Carolina
Learn how to organize first-year business income, expenses, owner draws, self-employment tax, and North Carolina reporting from the start.
Self-employed deductions
Home office deduction for self-employed people
Learn when a self-employed home workspace qualifies, how the simplified and actual methods differ, and which records clearly support the deduction.
Business vehicle expenses
Business mileage records for self-employed drivers
Separate business driving from commuting, compare standard mileage with actual costs, and build records that support a self-employed vehicle deduction.
Self-employed tax preparation
Form 1099-K and side-hustle tax reporting
Reconcile Form 1099-K with side-hustle books, personal payments, fees, refunds, duplicate forms, and personal-item gains or losses.
Amended & prior-year returns
Explore this serviceAmended tax returns
How to amend federal and North Carolina tax returns
Learn when a filed return needs correction, how federal and North Carolina amendments connect, and which records and time limits matter in practice.
Prior-year tax filing
How to catch up on late tax returns and unpaid taxes
A practical plan for missing federal and North Carolina returns and back taxes: rebuild each year, file with each agency, and address balances separately.
Entity & estimated-tax guidance
Explore this serviceSelf-employed tax planning
North Carolina estimated taxes for self-employed people
A practical guide to separate federal and North Carolina estimated payments, plan due dates, and keep the records needed to adjust during the year.
LLC tax classification
How a single-member LLC is taxed in North Carolina
Understand how state LLC status and federal tax classification interact, including owner reporting, corporate elections, payroll, and North Carolina accounts.
S corporation tax planning
Tax considerations before making an S corporation election
Evaluate S corporation eligibility, election timing, payroll, reasonable compensation, distributions, annual filings, and North Carolina franchise tax.
Have a question about your own taxes?
Tell us what you’re working through. We can help with preparation, planning, or making sense of a tax notice.