Carolina Tax Inc.

Trusts

Why pick this one

Carolina Tax Inc. prepares individual and small-business returns, while Jan Wilson can represent clients before the IRS as an enrolled agent.

Best for

  • individual income tax returns
  • small-business tax returns
  • tax planning after an inheritance, investment change, job change, or retirement decision
  • clients needing IRS representation
  • consultations about starting a business, retirement accounts, or Social Security

Look elsewhere if

  • new clients seeking tax services immediately, because the website states Carolina Tax Inc. is unable to accept new clients
  • clients needing trust administration or legal trust drafting
  • clients needing emergency or after-hours tax assistance

Specialties

  • individual income tax return preparation
  • small-business income tax return preparation
  • tax planning scenarios
  • IRS representation
  • tax consultations for new businesses, retirement accounts, and Social Security

Certifications

  • Enrolled Agent

What makes them different

  • Family tax business founded in 1985
  • Jan Wilson can represent clients before the Internal Revenue Service as an enrolled agent
  • Office remains open year-round
  • Tax-planning scenarios cover job changes, retirement contributions, investments, inheritances, and other income changes
  • Located at 275 Carolina Ave in Brevard, North Carolina

Distilled from this business's own website.

Contact & Location

Address
275 Carolina Ave, Brevard, NC 28712-4449
Phone
+18288843669
Website
http://www.carolinataxinc.com/
Email
info@carolinataxinc.com

Services

  • tax preparation
  • tax planning
  • tax consultation
  • financial consulting
  • online tax filing

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