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.


Free Guide: Stretching Your Tax Dollars

This free guide will show you how to use your tax refund to increase your cash flow for the entire year and kickstart a new and improved relationship with money!

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

Ready To Improve Your Relationship with Money?