The Process Is As Simple As 1, 2, 3!
Gather Your Documents
Use the free Checklist below or use the Intake Forms from Resources as a guide to get you all the deductions you deserve.
Schedule Your Appointment
Choose either our local office or have your taxes done virtually - you can live just about in the country.
Finish the Interview
Upload your documents to the "Guest Exchange" by phone, tablet, or laptop - OR bring them with you to your in-person local appointment.
About Laurie
Experience, Convenience & Affordability
As a Registered Tax Return Preparer with over 25 years of experience, Laurie will provide you all the credits and deductions you are entitled. File your taxes in-person in the Mooresville Office or, if you choose, file your taxes from home with our virtual services.
Schedule your appointment today!
344 Rolling Hill Rd, Ste 101C
Mooresville, NC 28117
Phone: 704-980-0899
Document Drop-off Location:
106 LangTree Village Drive, Ste 301
Mooresville NC, 28117
Mon thru Fri, 8:30 am to 5:00 pm