Apex Tax Preparation Services

At C.E. Thorn, CPA, PLLC, we often have new clients who are frustrated with previous tax returns. By not fully knowing the tax law, you can be missing out on many of the credits and deductions that can maximize your revenue. Our accounting professionals understand how complicated the tax laws can be, and want to help you minimize your loss so that you can focus on growing your business or personal income.

tax preparation apexFor more than 20 years, the Raleigh area businesses have benefitted from our expertise in tax preparation services and we want to extend that knowledge to you. We are available to serve you throughout the year and can guide you through any financial questions you may have.

Individuals, investors, and business owners alike can take advantage of our services to expand their profit margin.

Here we have listed some tax preparation items to help you for your next return.

Individual tax preparation checklist:

  • Roth IRA
  • Rollover to Roth IRA
  • Tax-deductible IRA
  • Child tax credit
  • Income shifting to children
  • Child care credit
  • Earned income credit
  • Lifetime gifts
  • Education savings accounts
  • Education expenses
  • Hope scholarship credit
  • Lifetime learning credit
  • Bunching deductions
  • Flexible spending accounts
  • Health savings account
  • Donating appreciated assets instead of cash
  • Qualifying property for personal residence gain exclusion
  • Best filing status
  • Shifting income or deductions from year to year
  • Adoption expense credit

Investor tax preparation checklist:

  • Tax-free municipal bonds
  • Long-term capital gains and dividends
  • Rental property
  • Tax-free exchange
  • Low-income housing credit
  • Small business stock rollover

Small businesses tax preparation checklist:

  • Home office deduction
  • Keogh plan
  • SIMPLE plan
  • SEP
  • 401(k) plan
  • First year expensing of business equipment
  • Bonus depreciation
  • Year-end bonuses
  • Bad debt write-off
  • Disabled access credit
  • Other business tax credits
  • Tax-free exchange

We are available for consultation and can show you how to benefit from sound tax preparation. You can call 919-420-0092 or complete the contact form to speak with our Apex CPA’s for our expert knowledge in tax preparation services.

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