Whether you have a pass-through business like a sole proprietorship or limited liability corporation, or your tax returns include investments, real estate, and other challenging factors, you need an experienced accountant on your side to reduce your tax burden and ensure your tax returns are accurate.

At Steward Ingram & Cooper PLLC, we are committed to helping our clients reduce their tax payments and create advantageous strategies to help them meet their financial goals in the future. When you need tax preparation in Chapel Hill, we are here as your trusted financial advisor, as well as your accountant.

Tax Preparation Services for Individuals

While tax preparation software may save you time on doing your personal taxes, there’s no substitute for having a Chapel Hill CPA with in-depth knowledge of federal and state tax codes preparing your return. Our insight and guidance will not only ensure accuracy in your return, we can often find tax deductions and credits that can save you a significant amount of money. We apply generally accepted accounting principles (GAAP) to every return and are committed to acting ethically and in compliance with rules and regulations while still acting in our clients’ best interests.

While we provide personal tax preparation services for all needs, we excel in the tax needs of individuals with a high net worth or complicated returns that have factors including:

  • Capital gains taxes
  • Real estate partnership interests
  • Merging income and deductions from your small business (including sole proprietorships, LLCs, and s-corporations) into your personal tax return
  • Foreign assets and investments
  • Foreign tax credits
  • Multi-state taxes
  • Issues related to prior years’ returns

Tax Preparation Dates

In addition to your annual tax return, we will also assist you with your estimated tax returns each year. Contact us prior to the following dates for assistance with both annual and quarterly tax preparation:

  • April 15: Individual tax returns, 1st quarter estimated taxes for self-employed people, and the final day to contribute to your HSA or IRA
  • June 15: 2nd quarter estimated taxes
  • September 15: 3rd quarter estimated taxes
  • October 15: Extended returns are due
  • January 15: 4th quarter estimated taxes

Tax Planning Services

In addition to assisting with your annual tax return, our CPA firm can also help you achieve long-term financial gains with our professional tax planning and consultation services. Tax planning creates strategies that are designed to reduce your tax payments in the future. Our accountants in Chapel Hill can assist you in creating ethical and advantageous strategies, including:

  • Estate planning
  • Giving gifts to others
  • Setting up trusts
  • Creating college accounts
  • Passing investments and business holdings to family members

Why Choose Our Chapel Hill CPA Firm

Since 2000, Steward Ingram & Cooper, PLLC has been a trusted provider of tax preparation services to individuals and businesses in and around Chapel Hill. We understand that each client has unique challenges and finances which is why we tailor our advice and guidance to help you meet your goals. When complex tax issues are holding you back from your financial goals, we can work through them to help you keep your money where it belongs – in your hands, not in the IRS’s.