North Carolina Legislative Updates (July 2026)
Senate Bills 257 and 595 have passed and include tax changes that may affect individuals, businesses, and general tax compliance.. Read more to find out the potential impacts.
529 Plan Benefits
Education costs are among the largest expenses that families face. Whether for college or private K–12 schooling, a 529 plan offers unique tax advantages that can help ease the financial burden. Learn more about 529 plan benefits.
Understanding Health Savings Accounts (HSAs): Eligibility, Deductions, and Key Rules
Health Savings Accounts (HSAs) allow individuals to reduce their tax liability while saving for medical expenses. To make the most of these accounts, it is important to understand the eligibility requirements, contribution rules, and tax implications. Learn more.
Child and Dependent Care Tax Credit
The Child and Dependent Care Tax Credit is a tax credit that helps offset the cost of caring for children or other dependents so the parent or caretaker can work or look for work. Learn more.
Children & Taxes – Does Your Dependent Child Need to File an Income Tax Return?
A child who is claimed as a dependent on a tax return may be required to file their own federal income tax return if their income exceeds certain limits. Learn more by reading the full article.
SafeSend Organizers
As you begin to gather your 2025 personal income tax documents, we want to remind you about our SafeSend Organizer. You can use SafeSend to answer your organizer questionnaire and safely and quickly digitally upload your tax documents.
Tips for Preparing Business Personal Property Tax Listings
Any individual or business owning or possessing personal property used or connected with a business (or other income generating purpose) must file a business personal property tax listing annually. Read more.
2025 Year-End Year-Round Tax Planning Guide
Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Check out the 2025 Year-End Year-Round Tax Planning Guide.
IRS IP PIN
Tax-related identity theft is unfortunately here to stay. Taking proactive steps such as requesting an Identity Protection PIN (IP PIN) from the IRS can help prevent fraudulent tax filings. Learn more.
Are You Withholding the Right Amount for Your Taxes?
Taxpayers should review their income tax withholding amount periodically, or when there is a major life event, to make sure that these events don't have a significant impact when it comes time to file their tax returns. Read more.