Areas of Tax Expertise

Schedule A

Itemized Deductions

  • Medical Expenses
  • State Income Taxes, Sales Tax, Property Tax
  • Mortgage Interest, Investment Interest
  • Charity

Schedule D

Stock, Mutual Funds, Bond Sales

  • Restricted Stock Units (RSU)
  • Employee Stock Purchase Plans (ESPP)
  • Options (ISO)
  • Publicly Traded Partnerships (PTP)

Schedule B

Interest and Dividends

  • Interest, Tax Exempt Interest, Bond Premiums, OID
  • Dividends, Qualified Dividends, Capital Gain Distributions

Schedule E

Rental Properties

  • Rental Properties
  • Depreciation and Recapture of Depreciation

Schedule C

Self Employment for Sole Proprietor

  • Qualified Business Income Deduction (QBI)


  • Dependent Care Credit, Child Tax Credit, EIC Credit
  • Education Credits (American Opportunity Credit, Lifetime Learning Credit)
  • Retirement Income, Social Security, Pensions, IRA Distributions

Tax Center of Cary

1103 Grace Park Drive
Convenient to Cary & Morrisville

Map & Directions Here