Frequently Asked Questions
Helpful answers about tax preparation, bookkeeping, payroll, and IRS representation.
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally authorized tax professional who provides tax preparation, planning, and representation services for individuals and businesses. EAs may also represent taxpayers before the IRS in matters involving audits, appeals, collections, payment arrangements, and other federal tax issues.
Do you work with both individuals and businesses?
Yes. Carolina Tax Advisors Plus provides tax, bookkeeping, payroll, and related financial services for both individuals and business owners.
Can you help with back taxes or unfiled returns?
Yes. We can assist with overdue taxes, unfiled returns, penalties, liens, levies, and other tax-related issues.
Can you represent me before the IRS?
Yes. Enrolled Agents have unlimited practice rights before the IRS and may represent taxpayers nationwide in a wide range of federal tax matters.
Do you provide tax planning in addition to tax preparation?
Yes. Tax planning is part of our services and can help identify eligible deductions, credits, and other opportunities to reduce future tax liability when legally possible.
Can you help with payroll and payroll taxes?
Yes. Payroll services may include wage calculations, tax withholding, payroll tax filings, employee and contractor forms, direct deposit, payroll records, and assistance with payroll-tax notices or filing issues.
Can you help clean up bookkeeping that has fallen behind?
Yes. Bookkeeping services can include identifying missing transactions, duplicate charges, categorization issues, and other recordkeeping errors to help bring financial records up to date.
Do you prepare both federal and state tax returns?
Yes. Our tax preparation services include filing both federal and state tax returns.
Can you help if I receive a notice from the IRS?
Yes. We can assist with IRS notices and correspondence and help address filing, payment, or other tax-related issues that may require a response.
Do you work with accounting software?
Yes. Our team assists clients with bookkeeping and common technology challenges related to accounting software.
Can you help new business owners get set up for payroll and tax reporting?
Yes. Payroll services may include registering new employers with tax agencies, setting up payroll records, and helping businesses stay compliant with required payroll-tax filings.