Individual Services Plans
At Tax Advisors of Cary, we offer comprehensive tax preparation services including, self employment income, rental properties, foreign income reporting, and multi-state returns. We also provide consulting after tax season on items including, tax implications of real estate, employee stock plans, loss harvesting and retirement distribution planning.
Service Plan Summary
Silver
Starting at $675
Gross Incomes Up to $400,000
Includes:
- Up to 10 income forms (W2, 1099R, Composite 1099, Div, Int, etc)
- Schedule A (itemized deductions)
- One state return
- Estimated tax vouchers
See PDF for more details.
Gold
Starting at $1,100
Gross Income Between $400,000-$1,000,000
Includes:
- Up to 12 income forms (W2, 1099R, Composite 1099, Div, Int, etc)
- Schedule A (itemized deductions)
- Schedule E (up to one rental property)
- Up to two state returns.
- Estimated tax vouchers
Premium Reporting included:
- Schedule H (nanny tax)
- Up to one K-1 forms
- ISO AMT adjustments and credit tracking
See PDF for more details.
Platinum
Starting at $1,800
Gross Income Over $1,000,000
Includes:
- Up to 15 income forms (W2, 1099R, Composite 1099 Div, Int, etc) Also includes K-1 forms as a standard form
- Schedule A (itemized deductions)
- Schedule E (up to two rental properties)
- Up to three state returns.
- Real-time estimated tax calculated quarterly (requires access to pay stubs each quarter)
Premium Reporting included:
- Schedule H (nanny tax)
- RSU/ESPP basis adjustments
- ISO AMT adjustments and credit tracking
- Up to two K-1 forms
- 1031 exchange
- FBAR & FATCA (up to 6 banks/accounts)
See PDF for more details.
Individual Tax Returns
Filing your taxes can be overwhelming, but with Tax Advisors of Cary, you can trust that every detail is meticulously managed with precision and care. Our comprehensive services cover everything from basic filings to intricate returns, including rental properties, self-employment income, and foreign asset reporting, ensuring that no matter your situation, you’re in expert hands.
Individual Tax Planning
Successful tax planning can save you money and provide peace of mind year-round. We take a proactive approach, helping you to optimize your tax strategy and make informed financial decisions. Whether you’re planning for retirement, managing investments, or preparing for major life changes, our expert tax planning services are designed to reduce your tax liability and enhance your financial future.
Reach Out Today
At Cary Tax, we believe in forming lasting relationships with our clients, built on trust, expertise, and personalized care. We look forward to helping you navigate your financial landscape.
