TAX CLINIC  

After spending several years “off the grid” this talented and intelligent entrepreneur finally kicked his drug habit, found the love of his life, and decided to get right with his life.  Fearing mountains of tax debt, he contacted Next Step was able to work with the IRS to download years of his income statements, file dozens of tax returns, and found that he didn’t owe as much money as he thought.  Today he and his wife and 2 children own their own home and are living the dream. 

This gentleman moved here not knowing the income tax laws and found himself several years behind in filings and the IRS asking for tens of thousands of dollars he did not have.  Next Step was able to teach him basic bookkeeping to track his income and expenses during the year and help him get and remain current with the IRS and NC Department of Revenue. 

First generation immigrant spouses started a small family restaurant and found themselves in trouble with the IRS and NC Department of Revenue.  After seeking help with some Spanish speaking CPAs and accountants they found their troubles never got resolved.  They contacted Next Step and within a year were able to file over 3 dozen delinquent tax returns and set up payment plans with each agency.

This gentleman overstayed his visa because he found his wife and started his family.  He established small businesses in several different fields and finally found success with furniture sales and has more than a dozen employees and 3 store fronts.  Next Step was there from the beginning to help him file tax returns and pay taxes with his individual taxpayer identification number as well as when he finally finished his citizenship test and was given his social security number.

A widower walked in to meet Next Step with almost 2 decades of unfiled tax returns owing almost $200,000 and walked away filed up-to-date and owning less than $50,000.  This gentleman’s wife had always handled all things finance and taxes for the 40+ years they were married.  She slowly developed dementia and when he would ask about filing taxes, she would respond that they were finished and paid.  When the wife passed away the widower filed their final return as a married couple.  Shortly after that return was processed, he was bombarded with collection letters from the IRS and NC Department of Revenue.  Next Step was able to work with him to get all his previous income information and file dozens of missing tax returns.  After the filings were processed and refunds were put against balances due, Next Step helped him establish a payment plan with the tax agencies and move forward with his life.

People often get in trouble with their student loans.  This middle-aged construction worker had taken out a student loan 30 years earlier and had failed to pay when he was supposed to.  He finally got a regular income, settled into a routine, and filed his taxes on time every year.  However, his student loan continued to take all his income tax refunds and garnished his wages and generally made his life miserable.  Next Step finally got involved and found that he had already paid $40,000 on a $3,000 loan, including interest and penalties.  Next Step was able to help him negotiate a final settlement with the Student Loan company, and he no longer hounded by this nagging debt.

Daycare center located in Wilmington that started with a mom and daughter and offers from friends to have them look after their kids in the summer.  Retired mom and childcare focused daughter started with the living room and kitchen then quickly expanded to the rest of the house and a search for a building of their own.  They currently have 4 employees and spots for 20 children daily and are still searching for the right building.  Without Next Step the costs of corporate creation, payroll and tax filings, and bookkeeping needs would have prevented their beginnings let alone their expansion.

This lady moved to the US while pregnant with her youngest child and was able to establish citizenship shortly after.  She found the love of her life and soon they married.  When she started to receive letters from the IRS collecting large sums of money from her husband she reached out to Next Step for help.  Tax returns now filed, and collection amounts greatly reduced she was able to enter a payment arrangement with the IRS.