A Step Above Tax and Accounting | Tax Preparation and Accounting Service
A Step Above Tax and Accounting | Tax Preparation and Accounting Service (704) 774-3013 info@astepabovetaxandaccounting.com
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Individual Tax Preparation

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Individual Tax Preparation

Personal

Individual Tax Preparation

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project info

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project details

  • 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
  • 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)
  • Estimated taxes

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Get In Touch

A Step Above Tax & Accounting, LLC
624 Matthews Mint-Hill Rd
Suite 021
Matthews NC 28105-1775
(704) 774-3013
info@astepabovetaxandaccounting.com

Quick Links

Irs.gov Where’s My Refund
IRS Taxpayer Advocate Service
ACA Calculators
Frequently Asked Questions
Social Security Administration
NC Department of Revenue
NC Where’s My Refund
SC Department of Revenue
SC Where’s My Refund

Certified Quickbooks ProAdvisor

certified-quickbooks-proadvisorWe are proud to be a Certified QuickBooks ProAdvisor, tested and certified by Intuit on a range of QuickBooks products to help small businesses get the most out of their QuickBooks software.

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