Personal | Tax Preparation | Individual Tax Returns | Charlotte, NC | A Step Above Tax and Accounting

Get A Step Above with Your Tax Preparation Needs

Today's tax laws are complicated and filing a relatively simple return can be confusing. We stay up-to-date with over 24 hours in continuing education each year in federal and state tax law. Our goal is to save you money with the available deductions and credits to which you are entitled. Even if you use a computer software program, there's no substitute for an experienced tax professional.

Menu of Services

A Step Above Bookkeeping has earned the privilege of representing taxpayers before the IRS as an Enrolled Agent, the highest credential the IRS awards and we are ready to help you get A Step Above with your tax preparation needs.

Individual income tax preparation
Multi-state returns
Amended tax returns
Review of previous year tax returns
Free electronic filing
Representation before the IRS and state tax departments
Response to IRS and state letters of inquiry
On-line 24 / 7 access to your prior year tax returns in our client portal
Small unincorporated businesses
Estimated taxes

Rental properties
Short sales and foreclosures
Capital gains taxes on security sales: stocks, bonds, mutual funds
Employee stock options
Nonqualified stock options
Initial tax return meeting (optional for returning clients)
Our questions and your answers
Preparation, discussion, and revision of draft tax returns (we value your input)
Completion of final tax returns and final meeting (optional)

Get Started

To learn more about our individual tax preparation services,
call today to schedule your initial free 30-minute consultation.