Accurate tax preparation is more than just filing annual paperwork—it is a strategic opportunity to protect your assets, ensure full regulatory compliance, and minimize your overall tax obligations.
Whether you are an individual filer, self-employed entrepreneur, active-duty or reserve military family, or managing a complex business entity, we ensure your returns are prepared with precision and strictly aligned with current federal and state tax codes.
Our Process
We begin with a thorough review of your income statements, business expenses, eligible tax credits, and prior-year filings.
From there, we carefully assemble and review each return to eliminate costly errors, capture every legitimate deduction, and report all data correctly. Beyond filing season, we provide year-round advisory support so you can navigate changing tax rules with complete confidence.
Who We Serve
Our firm specializes in supporting small business owners, active-duty and reserve service members, multi-state filers, and working families across the country. We offer convenient, nationwide virtual tax preparation through a secure, encrypted client portal.
Our Commitment
Built on technical expertise, professional integrity, and proactive communication, our goal is to deliver dependable guidance and a smooth, transparent filing experience from start to finish.
Income Tax Preparation at s & g Tax and Financial services.
Income tax preparation begins with the collection and verification of financial documents. This step ensures that all taxable income and relevant financial activity are properly accounted for before filing.
● Driver’s license (you + spouse if filing jointly)
● Social Security cards (you, spouse, dependents)
● Last year’s tax return
● Bank routing & account number (for direct deposit)
● IP PIN (if IRS issued one)
● Mortgage interest (1098)
● Property taxes paid
● Charitable donation receipts
● Medical expenses (if significant)
● Disaster losses
● Social Security numbers
● Form 1098-T (college)
● Childcare statements (EIN required)
● Adoption paperwork (if applicable)
Bring every income source, even if small.
Employment
● W-2 forms
Independent Contractor / Side Work
● 1099-NEC
● 1099-MISC
● 1099-K (Cash App, Stripe, PayPal, Square, etc.)
Investments / Interest
● 1099-INT (interest)
● 1099-DIV (dividends)
● 1099-B (stocks/crypto sales)
Retirement
● 1099-R (pensions, IRA withdrawals)
Social Security / Unemployment
● SSA-1099
● 1099-G
Canceled Debt
● 1099-C
● 1098-T
● Student loan interest (1098-E)
● 1095-A (Marketplace — VERY IMPORTANT)
● 1095-B or 1095-C (if provided)
Important Note:
If someone had Marketplace insurance and you don’t bring the 1095-A, the return CANNOT be
filed correctly
Bring documentation if you had:
● Bought property
● Sold property
● Refinanced
● Received inheritance
Small Business & Self-Employed (Schedule C, S Corp, Partnership)
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Income & Sales Records: Form 1099s (1099-NEC, 1099-K), merchant summaries, or year-end P&L statements.
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Expense Breakdown: Itemized totals for software, marketing, supplies, materials, and vehicle mileage logs.
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Entity & Payroll Records: Prior-year tax returns, officer W-2 summaries (S Corps), and partner distribution logs.
Rental Properties (Long-Term & Vacation/Airbnb)
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Income & Mortgage Forms: Total rent collected and Form 1098 mortgage interest statements.
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Operating Costs: Maintenance, repairs, property taxes, insurance, and platform fees.
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Usage & Property Log: Total days rented vs. personal-use days (for short-term rentals) and Closing Disclosures for recent real estate purchases or sales.
Tax Preparation, Review & Submission Workflow
Once financial data is reviewed and reconciled, S & G Tax and Financial Services LLC transitions your return into the formal preparation and electronic submission phase. We follow a systematic protocol to guarantee technical accuracy, preserve security, and meet all IRS and state filing deadlines.
1. Precision Form Completion
We assemble all required federal and state tax schedules using verified financial statements, prior-year records, and structured tax documentation.
2. Quality Assurance & Internal Audits
Before final execution, every completed return undergoes a comprehensive accuracy review to verify line-item consistency, validate claimed deductions, and eliminate common filing errors.
3. Secure Electronic E-Filing
We process completed tax returns using secure IRS e-file systems for direct, expedited transmission to federal and state tax authorities nationwide.
4. Formal Submission Verification
Following electronic transmission, we monitor and log official IRS and state agency acceptance receipts. We archive confirmed submission records within your secure client portal for audit readiness and future reference.
Income Tax Preparation & Strategic Support in Fayetteville, Raeford, & Fort Liberty, NC
Professional tax preparation in Fayetteville, Raeford, Spring Lake, and Hope Mills, NC supports both local business owners and individuals who require structured, accurate tax filings. S & G Tax and Financial Services LLC provides comprehensive tax prep aligning with strict IRS and North Carolina Department of Revenue regulations while ensuring your financial reporting is optimized.
For individuals and military service members stationed at Fort Liberty or operating across multi-state assignments, our income tax preparation evaluates all active duty pay adjustments, state residence rules, deductions, and credits. For small business entities (S Corps, Partnerships, and LLCs), our team meticulously reviews gross revenues, operating expenses, and entity-level tax deductions to capture maximum tax efficiency.
Our tax preparation services accommodate everything from straightforward individual returns to multi-entity commercial operations, ensuring total compliance, strict adherence to filing deadlines, and secure recordkeeping for long-term peace of mind.
