Counseling, Preparation and E-filing

          Low and Moderate Incomes


What to bring to your Appointment

Photo ID for taxpayer and spouse (such as a driver's license).  

Social Security number verification for everyone on the tax return.

Proof of Health Insurance

All tax forms - W-2's, interest/dividend statements, retirement account withdrawls etc.

Last year's tax return.

​​Tax returns we cannot prepare

Schedule C (business profit/loss) if -

1) there is a loss, 2) expenses exceed $10,000, 3) employees, 4) inventory or

5) depreciation  

Schedule D (capital gains and losses) - if complicated or lacking proper documentation

Schedule E (rental property) - with depreciation

Schedule K-1 with depreciation

Schedule F (farm income)


                                          Two Locations

Roy Culler Sr. Center                         High Point Public Library

600 N. Hamilton Street                     900 N. Main Street

High Point, NC                                     High Point, NC

Please call us for questions or help