Services

More than tax preparation — financial guidance built around you.

Tax, bookkeeping, planning, and the year‑round advisory support that keeps it all aligned. One trusted advisor. Modern tools. Education at every step.

01

Individual Tax Preparation

Helping you stay proactive and avoid unnecessary financial stress.

Federal and multi‑state returns prepared accurately, explained clearly, and reviewed for the strategy you'd hope was happening behind the scenes.

  • Federal & North Carolina (and multi‑state) returns
  • Itemized deductions & credits review
  • 1099, gig, and side‑hustle income
  • Estimated tax calculations for the year ahead
  • Secure portal & e‑signature delivery
  • Plain‑English explanations of every line
02

Business Tax Services

Tax done with strategy — not just compliance.

Returns for LLCs, S‑corps, partnerships, and sole proprietors — coordinated cleanly with your personal return so the full picture lines up.

  • S‑corp (1120‑S), partnership (1065), and Schedule C returns
  • Owner K‑1 coordinated with personal return
  • Reasonable compensation review for S‑corp owners
  • 1099 preparation & filing
  • Multi‑state business filings
  • Year‑end review & planning conversation
03

Tax Planning

Smart decisions made before they become deadlines.

Quarterly check‑ins so the big moves — a new business, a property purchase, a hire, a new contract — get made with the tax picture in front of you.

  • Quarterly tax projections
  • Withholding & estimated payment guidance
  • Retirement contribution strategy
  • Real estate purchase & sale planning
  • Equity comp & contractor income planning
  • On‑call answers to the questions in between
04

Bookkeeping

Financial organization and clarity for growing businesses.

Monthly bookkeeping for owner‑operators and small businesses. Clean books, reconciled accounts, and reports a non‑accountant can actually read and use.

  • Monthly transaction categorization & reconciliation
  • QuickBooks Online setup & cleanup
  • Monthly P&L and balance sheet
  • Sales tax filings (where applicable)
  • 1099 preparation & filing
  • Year‑end handoff straight into your tax return
05

Small Business Support

An advisor in your corner — all year, not just in April.

From owner pay to the next hire to the next big decision, we're the team you call when something needs to be talked through with someone who knows the numbers.

  • Quarterly business reviews
  • Owner compensation & profit conversations
  • Cash flow & profitability check‑ins
  • Coordination of business & owner returns
  • Recurring planning & accountability
06

Financial Organization

One place for the documents that matter.

We help bring order to records, accounts, and the paperwork life and business keep generating — so finances feel less reactive and more under control.

  • Document organization & secure storage
  • Annual financial review
  • Recordkeeping system setup
  • Coordination with attorneys & advisors
07

Multi‑State Returns

Confident filing wherever life takes you.

Whether you moved across state lines this year or earn remotely from clients all over the country, we'll keep your filings clean and your residency clear.

  • Part‑year and non‑resident state returns
  • Remote income allocation across states
  • Residency change planning
  • Coordination with employer withholding
08

Business Setup Guidance

Start your business on the right foundation.

Whether you're forming your first LLC or evaluating an S‑corp election, we'll walk through the early decisions that save stress (and money) later.

  • Entity selection conversations
  • EIN & state registrations
  • S‑corp election guidance
  • Bookkeeping system setup
  • Owner pay & tax setup from day one
09

Year‑Round Tax Support

Real support — not a once‑a‑year transaction.

Email and call access, reminders before key deadlines, and a steady advisor through every season — because the questions don't only come up in March.

  • Year‑round email & call access
  • Deadline reminders & quarterly check‑ins
  • IRS & NCDOR notice review and response
  • Amended returns when needed
  • Audit support & representation
A note on fit

A relationship‑first practice, on purpose.

My Tax Lady isn't a high‑volume firm and we don't try to be. Nadia takes on a limited number of new clients each year so the work stays personal, the response times stay fast, and every relationship gets the attention it deserves.

Whether you're an entrepreneur in South End, a contractor across the Carolinas, or a remote client across the country — if it feels like the right fit, you're welcome here.

Next step

Not sure what you need yet? Just start with a conversation.

A short consultation is the easiest way to figure out what would actually help — and what working together would look like.