We value our clients above all. We explain every step, review your information carefully, and look for the legal benefits you qualify for—always with compliance and clarity with the IRS.
Who we are
We value our clients above all. We explain every step, review your information carefully, and look for the legal benefits you qualify for—always with compliance and clarity with the IRS.
Who we are
At Tax And More Solutions LLC, we work closely with you: we understand your situation, answer questions clearly, and file your return so you feel confident and well represented.
From collecting documents to final filing, we explain what’s being done and why.
Our goal is for you to pay what you owe and take advantage of deductions and credits allowed for your situation.
We handle federal and North Carolina returns with a clear, organized process—ideal for W‑2s, 1099s, families with dependents, and small businesses.
We file your return accurately, reviewing income, deductions, and credits to avoid common mistakes.
Year-round strategies to reduce your tax burden legally and avoid surprises in April.
If you need more time or you’re catching up, we guide you through the right paperwork and next steps.
If you worked or lived in more than one state, we organize your information to file correctly.
Deductions, quarterly estimated payments, and expense organization for contractors and self-employed taxpayers.
Guidance for local businesses: basic setup, allowable expenses, and decisions that impact your taxes.
Quick answers to common questions about taxes and tax planning.
We prepare tax returns for individuals and families in Holly Springs, Apex, and the Triangle area, including federal and state.
We can file state and federal extensions. An extension gives you more time to file, but you must estimate and pay any balance due by April 15.
No. It only extends the deadline to complete the paperwork. Any amount due must be paid by the deadline.
Jointly combines income, deductions, and dependents on one return; separately means each spouse files their own return.
Many couples choose to file jointly because it’s simpler and may provide better tax benefits such as more favorable credits and deductions.
It can be useful when both spouses have high income, there are high medical expenses, or you have income-driven repayment plans (for example, student loans).
In most cases, yes—capital gains and dividends are usually taxable, even if they’re reinvested.
Often, yes—through retirement plans, HSAs, and 529 plans. We can help you evaluate what applies to your situation.
As soon as possible. Good tax planning helps you build strong habits and avoid costly decisions later.
Traditional accounts are typically taxed when you withdraw; Roth accounts are funded with after-tax dollars and may allow tax-free withdrawals if you meet the requirements.
Personal returns
Small businesses
Year-round planning
We follow a simple checklist: we collect documents, review your information, identify tax opportunities, and explain the outcome before submitting your return.
308 Apple Drupe Way, Holly Springs, NC 27540
Tell us about your situation and we’ll let you know what documents you need and the next step. Our goal is for you to feel supported throughout the process.
“They calmly explained what documents I needed and how they would file everything. I felt supported every step of the way.”
“I had 1099 income and a lot of expenses. They helped me organize everything and understand what I could legally deduct.”
“I requested an extension and then filed without stress. The process was clear and communication was excellent.”
“The best part was the transparency: they showed me the result before filing and answered all my questions.”
“Professional and personable service. You can tell the experience and the focus on IRS compliance.”
“They calmly explained what documents I needed and how they would file everything. I felt supported every step of the way.”
“I had 1099 income and a lot of expenses. They helped me organize everything and understand what I could legally deduct.”
“I requested an extension and then filed without stress. The process was clear and communication was excellent.”
“The best part was the transparency: they showed me the result before filing and answered all my questions.”
“Professional and personable service. You can tell the experience and the focus on IRS compliance.”
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