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Tax Service Plan






Plan Overview

With a timely reservation deposit, the fixed investment for our tax service is $835 ($935 less a $100 reservation or pre-pay discount). As always, dependent returns, electronic filing and miscellaneous phone consultations are FREE.

If you are not completely satisfied with our service, you are entitled to a full refund.


In order to maintain the highest quality of tax preparation, there is a limit to the number of returns that we can prepare by April 15th. If you desire to participate in our tax service plan, then please remit your reservation deposit of $200. Participants will be accepted on a “first deposit received…first spot guaranteed” basis. There is a $100 discount for returning your reservation by February 9th.

Services Included
  • Preparation of your current year federal and N.C. state income tax returns from your organized records. We do not stop with simply preparing an accurate return from information you provide. We proactively look for tax saving opportunities!
  • Unlimited phone discussions regarding your current return or planning. (no additional charge)
  • Answering of any regular agency correspondence (not audit related) related to your most recent tax return. (no additional charge)
  • Electronic Filing with optional direct deposit (no additional charge)
  • Dependent tax returns (no additional charge)
Services Excluded
  • No work requiring extra charges will be done without your prior approval.
  • State Returns other than North Carolina are not included in the base price.
  • Sorting and/or totaling large volumes of receipts or compiling unorganized records may require an additional investment.
  • Special research related to an extra-ordinary tax transaction. We define extra-ordinary as anything affecting less than 5% of our client base.
  • Mid-year or year-end planning will be subject to an additional investment.
  • Recalcuation of estimated taxes or withholding will require an additional investment.
  • On a case by case basis, any other service not specifically listed under “services included” may be subject to an additional charge.
  • Audit or examination representation is specifically excluded.
Appointments & Drop offs

Typically, many of our individual tax clients bring their information by our office without an appointment. However, you are welcome to call and request an appointment. For convenience, you may also use our after-hours drop box (located on the west side of the building), mail, web portal or email to get your information to our office.