2025 Tax Guide
Our tax guide will be updated as needed throughout the tax season. If you have any specific questions about your tax return, feel free to contact us!
LAST UPDATED: DECEMBER 30, 2024
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Submit Your Customer Intake Form
You can fill out your secure online form by logging into your client portal below.
You can download this PDF and bring it in. (English Only)
Schedule Your Appointment
You can now schedule an appointment with our tax professionals online using Appointlet. It is safe, secure and easy to use.
Don’t Forget These
When you arrive for your scheduled meeting, please bring these items with you.
All Tax Statements for the Current Year
When you arrive for your scheduled meeting, bring anything sent to you that says it’s for income tax purposes. This includes W2’s, 1099’s, mortgage statements, investments, interest statements, etc. If in doubt, then please bring it in.Social Security Card(s)
Copies of Social Security Cards for all who are on the tax return unless you know we have a current copy. This is required by law. For privacy purposes, DO NOT email this to us.
Important Links & Resources
Federal Tax Extension Form (Form 4868)
NC State Tax Extension Form (Form D-410)
Individual Tax Deductions (via IRS.gov)
Where's My Federal Refund? (via IRS.gov)
Where’s My State Refund? (via NCDOR)
NCDOR Tax Forms & Instructions (via NCDOR.gov)
DUE DATES
NOTE: If day 15 falls on a Saturday, Sunday or legal holiday, the due date is delayed until the next business day.
Individual Tax Returns
Tax Returns Due:
April 15, 2025Tax Extension Deadline:
October 15, 2025
Business Tax Returns
Partnerships:
March 15, 2025
Extensions:
September 15, 2025S-Corporations:
March 15, 2025
Extensions:
September 15, 2025C-Corporations:
April 15, 2025
Extensions:
October 15, 2025Sole Proprietors:
April 15, 2025
Extensions:
October 15, 2025Non-Profits:
May 15, 2025
Extensions:
August 15, 2025