We’ve Moved!

The office move is complete!Note the new physical and mailing address: 500 South Church Street, Suite BWinston-Salem, NC 27101 The building is located in the historic district in Old Salem. Parking is located next to the building, notated above. After entering, Suite B is the first door on the left. You’ll receive more details as the next tax season approaches.  Our phone and fax numbers have not changed:(336) 701-6264 – Phone(336) 283-2785 – Fax 

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Using the Client Portal

For those of you new to the client portal, here are some tips for you: Logging in – to access the portal, go to or click the “Portal Login” button on the top of the office website. We do not have access to your password and cannot reset it for you. If you are having username or password trouble, click “Forgot username/password” at the login screen. Basics of using the portal – see this video provided by the software company on some basics for using: See this webpage for some information on sending and viewing files: Remember – our technology options

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Do I need to keep track of deductions?

Taxpayers have the option of using the standard deduction or to itemize their deductions. Taking the standard deduction requires no supporting documentation. Itemizing deductions requires you keep up with your documentation and is not the best option if they are less than the standard. Note: I hear many clients say that they “can’t use” their deductions – this is not necessarily true. It is simply that the tax code gives you more as a standard deduction than you have in deductions. Essentially, this means you are getting free money. The Standard DeductionThe table below shows the amount of standard deduction that can

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2023 Season Updates and Mailing

The 2023 filing season is almost here! The annual mailing was delivered to the post office today, and clients should start receiving them this week. The mailing is a letter rather than a postcard this year. The content is below: Many of you are aware, but I have encountered some who don’t know that my grandmother, Ann, passed away on March 22. Finishing the last tax season was a challenge, but we got through it. This year has been full of making decisions for the office and I began the Master of Accounting program at UNC Chapel Hill (Go Heels!). Instead of

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