IMPORTANT INFORMATION · TAX INFO
Tax Info
A working library of the dates, forms, rates, and rules we lean on every week for clients in Winston Salem, Valdosta, and across North Carolina and Georgia. Each guide is written in plain English and aimed at the questions that actually show up at tax season — not the questions a textbook would ask.
QUICK REFERENCE
Pick the guide that fits your question
Six short, scannable references. None of these are a substitute for personalized advice on your specific situation, but they will help you know what to ask and what to bring to your next appointment.
Track Your Refund
How we read Where's My Refund?, the windows that should not raise a flag, and the small things that quietly hold a refund up.
Open the guide GuideFiling & Payment Due Dates
The federal calendar every return runs against, quarterly estimates, the free-extension / not-free-payment rule, and the NC / GA markers our clients tend to miss.
Open the guide GuideCurrent-Year Tax Rates
Federal ordinary-income brackets, long-term capital-gains tiers, SE tax, the two surcharges, QBI, and the single-rate NC and GA numbers.
Open the guide GuideCommon IRS Forms
The 1040 and its schedules, the W-2 / 1099 family, capital gains and QBI forms, and the ITIN process.
Open the guide GuideHow Long to Keep Records
The three-, six-, and seven-year IRS clocks, the papers we always keep, paper vs. digital, and the five-point gate we run at filing.
Open the guide GuideNC & GA State Forms
The North Carolina D-400 family, the Georgia GA 500 line, plus the business- and withholding-side forms each state uses, refreshed yearly.
Open the guideWant help applying this to your situation?
Bring your tax notice or question to a free 15-minute consult.
READY TO ACT?
Turn one of these guides into a plan for your numbers
A 30-minute conversation with one of our senior advisors usually uncovers at least one specific move you can make this week — whether that is filing an estimate, claiming a credit you missed, or organizing the records the IRS or your state may ask for later.