Carolina Business Services
Tax Preparation That Gets It Right the First Time
Whether your taxes are simple or unusually complex, Carolina Business Services handles them with 44 years of experience and expertise. We prepare returns for individuals, families, and small businesses—serving Rutherford County in person and all 50 states remotely.
Personal Attention for Every Tax Situation
We know taxes can feel overwhelming—especially if you have questions or your situation is more complicated than usual. That's where we come in.
At Carolina Business Services, we take the time to understand your unique tax situation. We ask the right questions, gather the details, and make sure nothing is overlooked. Whether you're filing a straightforward 1040 or dealing with multi-state income, rental properties, or IRS notices, we have the expertise to handle it.
We're not a seasonal pop-up shop or an automated online service. We're a family-owned business that's been serving clients nationwide for over 44 years. You work with the same experienced team year after year—people who know tax law and actually care about getting your return right. Learn more about our team and our story on our About Us page.
Here's what we handle for individuals and small businesses:
Individual Tax Preparation
We handle all types of individual tax returns, from the simplest to the most complex. Whether you're an employee with a W-2, self-employed, retired, or managing multiple income sources, we'll make sure your return is accurate and complete.
Common situations we handle:
- Form 1040 and 1040-SR for individual and senior taxpayers
- W-2 wage income, 1099 income, and self-employment
- Retirement income, Social Security, pensions
- Investment income, capital gains and losses
- Rental property income and expenses
- Multi-state tax returns
- Itemized deductions or standard deduction—we'll determine what's best for you
- Tax credits you're eligible for
- Amended returns (Form 1040-X) if you need to correct a prior year
- Filing extensions (Form 4868) if you need more time
We stay current with tax law changes so you don't have to. Our goal is simple:
find every deduction and credit you qualify for while making sure you don't overpay.
Have questions about your specific situation?
Give us a call at 828-287-9595 or stop by our office in Spindale—no appointment needed.
SMALL BUSINESS TAX SERVICES
Running a small business is demanding enough without worrying about tax compliance. We handle the tax preparation so you can focus on running your business.
We work with sole proprietors, partnerships, LLCs, S corporations, and C corporations. No matter your business structure, we'll prepare your return accurately and help you take advantage of the deductions available to you.
Common business returns we prepare:
- Schedule C for sole proprietors
- Form 1065 for partnerships
- Form 1120 for C corporations
- Form 1120-S for S corporations
- Multi-state business returns
- Estimated quarterly tax payments
- Self-employment tax calculations
- Business deductions and expenses
New to business taxes or want to avoid common mistakes?
Our guide
Small Business Owner Tax Guide: Avoid Costly Mistakes covers what you need to know.
Whether you're a one-person operation or have employees, we understand the unique challenges small business owners face.
We'll make sure your business taxes are filed correctly and on time
We're Here All Year, Not Just Tax Season
Most tax preparers disappear after April 15. We don't.
Tax questions don't only come up during filing season. Maybe you received an IRS notice in July. Maybe you're planning a major purchase or life change and want to understand the tax impact. Maybe you just need to file a prior year return or amend something from last year.
We're open year-round to help with whatever you need.
Year-round services include:
- Responding to IRS or state tax notices
- Filing prior year returns
- Amending previous returns
- Estimated tax payments and planning
- Tax impact analysis for life changes (marriage, new baby, home purchase, inheritance)
- Filing extensions
- Answering questions whenever they come up
You're not just a client during tax season—you're a client all year. If something comes up, we're here to help.
Need help with something outside of tax season? Call us at 828-287-9595. We're here.
Two Convenient Ways to Work With Us
In Our Office
Stop by our office at 662 E Main St in Spindale—just 10 minutes from Forest City and Rutherfordton. No appointment needed. Bring your tax documents and we'll take care of the rest.
Not sure what to bring? Our Complete Tax Planning Guide includes a detailed document checklist. Check our contact page for current hours.
Securely Online
Prefer to work remotely? No problem. Send us your tax documents through our secure client portal and we'll handle everything from there. We serve clients nationwide, so you don't have to be local to work with us.
Whether you visit in person or send everything online, you get the same personal attention and expertise.
Common Questions About Our Services
Do I need an appointment?
No appointment necessary. During tax season, our hours are extended for your convenience. Outside of tax season, we keep regular business hours. Check our contact page for current hours, or call ahead if you'd like to confirm we're available.
What documents should I bring?
Bring your W-2s, 1099 forms, Social Security numbers for everyone on your return, last year's tax return, and any documents related to deductions (mortgage interest, medical expenses, charitable donations, etc.).
You can download a detailed Tax Planning Checklist PDF or view the details online.
Can you help if I haven't filed taxes in several years?
Yes. We regularly help clients who need to file prior year returns. We'll work with you to get caught up and handle any correspondence with the IRS or state tax agencies.
What if I receive a letter from the IRS or state tax department?
Don't panic. Bring us the notice and we'll review it with you, explain what it means, and help you respond appropriately. We handle IRS and state correspondence for our clients year-round.
Do you prepare taxes for people who don't live in North Carolina?
Yes. We serve clients nationwide through our secure online portal. We prepare federal returns and state returns for any state.
Can you handle unusual or complicated tax situations?
Yes. We've been preparing taxes for over 44 years, and we've handled just about every situation you can imagine.
If we don't immediately know the answer, we research the tax law and find it.
That's part of what you're paying for—expertise and attention to detail.
When should I expect my refund?
If you e-file with direct deposit, refunds typically arrive within 2-3 weeks, though the IRS reserves the right to delay refunds for review in some cases.
We'll explain the timeline based on how you choose to file.
