Free guides
Free tax and bookkeeping guides
Clear answers to the questions we hear most, written by our Shelby office and checked against IRS and North Carolina sources.
These guides are general information, not advice for your specific situation. For that, talk to us.
For Individuals
For Individuals
Where's My Refund?
Check federal and North Carolina refund status, timing and next steps.
Read itYour Tax Appointment Checklist
A printable list of documents to bring or securely send for your tax appointment.
Read itTax Deadlines
Key 2027 federal and North Carolina filing and payment dates.
Read itDoes NC Tax Retirement Income?
How North Carolina treats Social Security, pensions and retirement withdrawals.
Read itHow Long to Keep Tax Records
The IRS rules for keeping returns, receipts and payroll records.
Read itFor Small Businesses
For Small Businesses
IRS Letters & Payments
IRS Letters & Payments
Got a Letter from the IRS?
How to read an IRS notice, spot a scam and respond before the deadline.
Read itIRS Payment Plans
Short-term and monthly options when you cannot pay a tax bill in full.
Read itIRS Identity Protection PIN
What an IP PIN does, why it helps and three ways to get one.
Read itYour IRS Online Account
Set up ID.me and see your returns, transcripts, balance and IRS notices yourself.
Read itChoosing Help
Choosing Help
Have a question these don't answer?
Call (704) 471-1414 or send us a message from wherever you are. You do not need to visit the office.
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Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google