Areas of Tax Expertise

Schedule A
Itemized Deductions Medical Expenses State Income Taxes, Sales Tax, Property Tax Mortgage, Investment Interest, Charity Unreimbursed Business Expenses Schedule B
Interest and Dividends Interest, Tax Exempt Interest, Bond Premiums, OID Dividends, Qualified Dividends, Capital Gain Distributions Schedule C
Self Employment for Sole Proprietor Qualified Business Income Deduction (QBI)

We can help maximize your deductions, minimize your tax bill and ensure that future returns are less stressful.

Call to Schedule Your Appointment

(919) 380-0073

Tax Center of Cary and Morrisville

Map and Directions Here

The professionals at Tax Center of Cary and Morrisville have more than fifty years experience preparing and filing individual tax returns.

Schedule D
Stock, Mutual Funds, Bonds Sales

  • Restricted Stock Units (RSU)
  • Employee Stock Purchase Plans (ESPP)
  • Options (ISO)
  • Publically Traded Partnerships (PTP)
  • K-1’s

 

Schedule E
Rental Properties

  • Rental Properties
  • Personal Residence with Very Limited Rental Use
  • Vacation Rentals
  • Sale of Rental Properties
  • Depreciation and Recapture of Depreciation

 

Other:

  • Dependent Care Credit, Child Tax Credit, EIC Credit
  • Education Credits (American Opportunity Credit, Lifetime learning Credit)
  • W-2’s, Unemployment, Other Income
  • Retirement income, Social Security, Pensions, IRA Distributions

© 2019 Tax Center of Cary and Morrisville · 1103 Grace Park Dr., Morrisville, NC 27560 · Phone 919-380-0073