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Tax Services Jacksonville NC

The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. You are actually eligible for tax deduction for interest paid on student loans and or tuition. Please scroll down for more information and access to the professional tax services in Jacksonville, NC listed below.

Mr. Richard L. Pugh (RFC®), CFP, MBA
(910) 455-6400
824 Gum Branch Rd., Suite I
Jacksonville, NC
Company
Pugh & Associates Inc.
Qualifications
Education: MA Business Administration
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

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H&R Block
(910) 346-2425
2555 HENDERSON dr
JACKSONVILLE, NC

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Liberty Tax Service
(866) 871-1040
Bldg 88
Camp Lejeune, NC

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Jackson Hewitt
(910) 327-0129
964 NC Highway 210
Sneads Ferry, NC

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Mr. Charles E. Trent (RFC®), CFP, CHFC, CLU, EA, LUTCF
(704) 365-3122
6525 Wheeler Drive
Charlotte, NC
Company
Gardner and White
Qualifications
Education: MBA
Years of Experience: 26
Membership
IARFC, FPA, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover, Compensation Plans

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Liberty Tax Service
(866) 871-1040
2840 Richlands Hwy
Jacksonville, NC

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Jackson Hewitt
(910) 353-8363
113 C Western Boulevard
Jacksonville, NC

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Jackson Hewitt
(910) 455-2367
9103 Richlands Hwy
Richlands, NC

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Mr. Anthony W. March (RFC®), CEP, JD, MBA
(866) 962-1116
12324 Hampton Way Dr
Wake Forest, NC
Company
Wall Street Estate Planners
Qualifications
Education: Undergrad:University of North Carolina (Pembroke/School of Business)* Bachelor of Science Business Administration (focus Finance & Marketing). Graduate: Stafford University (UK)* MBA* JDMr. March holds the following designations and cert
Years of Experience: 14
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, CommOptions, CD Banking, Annuities, Life Insurance, Group Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

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Mr. James D. Stillman (RFC®), CSA
(704) 660-0214
119F Poplar Pointe Dr
Mooresville, NC
Company
JDS Wealth Management Corp
Qualifications
Education: Licenses held are:Life & Annuity, Medicare Supplement / Long Term Care, Series 65 Registered Investment Advisor, Registered Financial Consultant (RFC), Certified Senior Advisor
Years of Experience: 13
Membership
IARFC, MDRT, FPA, SCSA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

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Tackling Taxes

By David Pekema
which documents to keep , and how long to keep all those documents.
  • Whom do you owe? – If your parents usually do your taxes or you've moved to a new state, make sure you don't double pay. If you moved mid-year you may want to check in with an accountant to make sure you're not leaving anyone out (or paying something you don't have to).
  • Do it yourself – The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. Buy tax preparation software to grease the wheels.
  • Hire a pro – If your life is a little more complicated (home, business, moving, student loans, marriage, children, etc.), it may be more prudent to hire a professional. Just make sure you have the right documents, and let the professional find all the tax loopholes for you.
  • Deductions are your friend – Recent college grads can take advantage of a number of tax deductibles, such as moving after graduation and job training. Keep a look out for any deductions you could apply for; they're easy to miss.
  • The American Institute of Certified Public Accountants, through an elaborate propaganda program, has society brainwashed. From the moment we’re born, we are convinced that doing our taxes is some sort of horrific experience—the equivalent to simultaneously

    receiving a prostate check and taking the Bar Exam.

    After years of odd jobs and part-time work, this past year I finally earned enough to warrant filing a return. Waking early one recent Sunday, determined to get this hellish monkey off my back, I hunkered down at my computer—armed with H&R Block TaxCut and a fifth of Beefeater Gin—ready for the worst. To my great surprise, after a scant 90 minutes I had finished both my state and federal returns, was printing receipts for my records, and was turning on the television just in time to catch the tail end of CBS’s Sunday Morning. Here are my stats for the morning: $96 owed to the Feds; $67 owed to me by the State of California; $30 for TaxCut; 90 minutes of my time; and one shot of Beefeater (in celebration of a job well done). The whole experience was really just a simple inconvenience—hardly the paperwork hellstorm I was expecting. Then again, as a recent college graduate, my tax situation was far from complicated—I only had one source of income, no defendants, and I've never given a red cent to charity in my life.

    Ultimately, tackling taxes comes down to a difficult choice between cost savings and being sure to get it right, so consider the following before making the wrong one.

    Doing Them Yourself

    It turns out there is an advantage to being just out of college, making relatively little loot, having few investments, and not owning a home—your taxes are very straightforward. At this “worry-free” stage in your life, all you likely have to keep track of...

    Click here to read the rest of this article from Gradspot.com

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