At Beacon Finance we use upfront transparent pricing. If your tax situation is more complex we provide itemized estimates up front. Our standard services include everything needed for the average person with a single job, retirement account, and one investment account.
Individual Tax Return
Federal Form 1040
Standard Deductions
All Eligible Credits
W-2
(1) for Individual
(2) for Joint
(1) Schedule B
(1) 1099-INT
(1) 1099-DIV
(1) 1099-MISC
(1) Schedule D
(1) Form 8949
State Form NC D-400
Joint Tax Return
We work with you to file your annual taxes with US Federal and North Carolina State governments.
Once you review the quote for this service we will contact you to coordinate the submission of documents through a secure file service.
After all documents are submitted the return will be filed or we will schedule a follow up call to gather any further information prior to filing.