Refund Questions

How do I check my federal tax refund status?
You can check your federal refund using the IRS “Where’s My Refund?” tool: https://www.irs.gov/refunds
You’ll need your Social Security number, filing status, and refund amount.

How do I check my North Carolina tax refund?
Check your NC refund status through the NC Department of Revenue: https://www.ncdor.gov/refund
Have your Social Security number and refund amount ready.

How long does it take to get my refund?
Most federal refunds arrive in about 21 days when filed electronically with direct deposit. State refunds may take longer. Delays can happen if your return needs extra review.

Payment Questions

How do I make a tax payment?
Payments are made directly through official sites:
IRS: https://www.irs.gov/payments
NC: https://www.ncdor.gov/pay

You’ll need your Social Security number or ITIN, tax year, filing status, and bank account info. Paying by bank draft avoids extra credit or debit card fees.

When are taxes due?
Federal and NC returns are usually due April 15. If it falls on a weekend or holiday, the deadline moves to the next business day. Extensions give more time to file, but not more time to pay.

What if I owe taxes and can’t pay everything right now?
You still have options, including payment plans or collection hardship. Contact us and we’ll help you review the next steps

Filing Questions

What do I need to file my taxes?

• Photo ID (must be un-expired)

• Social Security cards

• W-2s/1099s,

• Self-employment income/expenses if applicable

• Bank information for direct deposit

What if I receive a tax form after I already filed?
Don’t ignore it. You may need to file an amended return. Contact us as soon as you receive it.

What if I receive a letter from the IRS or NC Department of Revenue?
Don’t panic. These letters are common and usually require a response. Contact us and bring the letter so we can help.

Can you help if I haven’t filed taxes for previous years?
Yes. We help clients get caught up on prior-year returns and make the process stress-free.

Appointments & Security

Do I need an appointment and when are you in the office?
Yes, appointments are required. During tax season (January 15 through April 15), we’re in the office Monday–Friday, 10am–6pm, but still by appointment only.

If you need help after peak tax season, please call or text before stopping by to make sure someone is available.

Is my information secure?
Yes. We take privacy seriously and use secure systems to protect your personal and financial info.

How do I get started?
You can book an in-person or drop-off appointment online. For 100% virtual service, fill out the contact form and we’ll get you started.