We work with individuals, families, self-employed professionals, and small businesses. Our services are available to clients in North Carolina and other states, depending on the service and filing requirements.
Yes. TaxCore365 is led by Enrolled Agents (EAs), who are federally licensed tax professionals authorized to prepare tax returns and represent taxpayers before the Internal Revenue Service.
Enrolled Agents specialize exclusively in taxation. They are licensed by the U.S. Department of the Treasury, required to complete ongoing continuing education, and authorized to represent clients before the IRS for audits, appeals, and collections matters.
Yes. While we prepare tax returns, we also offer year-round tax advisory and planning services. Many tax considerations are best addressed before year-end rather than during filing season.
Yes. As an EA-led firm, we are authorized to represent clients before the IRS. We assist with IRS audits, notices, and correspondence, helping clients respond accurately and professionally.
Yes. We prepare and file North Carolina state tax returns when required and consider applicable NC tax rules as part of our services.
North Carolina does not impose a state inheritance or estate tax. However, federal tax filing requirements or tax considerations in other states may still apply. We assist clients in understanding applicable obligations.
Meeting frequency varies by situation. While some clients meet annually, business owners and self-employed individuals often benefit from quarterly or as-needed meetings throughout the year.
Yes. We assist individuals and business owners with estimated tax planning and calculations to help manage federal and North Carolina tax obligations throughout the year.
Yes. We assist eligible individuals with ITIN applications and renewals, including preparation of required tax returns and supporting documentation, in accordance with IRS guidelines.
Enrolled Agents specialize exclusively in taxation. They are licensed by the U.S. Department of the Treasury, required to complete ongoing continuing education, and authorized to represent clients before the IRS for audits, appeals, and collections matters.
Yes. While we prepare tax returns, we also offer year-round tax advisory and planning services. Many tax considerations are best addressed before year-end rather than during filing season.
Yes. We assist with business entity formation and tax registration in North Carolina, including guidance on entity type considerations and required federal and state registrations.
You can schedule a consultation through our website or contact us directly. During the consultation, we’ll discuss your needs, services, and next steps.
A financial tax advisor helps you plan ahead rather than react at tax time. Advisory services support informed decisions around income, business structure, estimated taxes, and major financial changes—while maintaining compliance with tax laws.
Financial tax advisors help with tax planning, forecasting, business structure guidance, and evaluating the tax impact of financial decisions—providing year-round support beyond tax filing.
Tax services are provided in accordance with applicable federal and state tax laws. No outcomes or tax results are guaranteed.
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