Who may qualify?

• Those who have fallen off the grid due to illness, drug, or alcohol addiction.
• Self-Employed (Non W2) individuals who were unaware of the IRS rules and regulations regarding taxation.
• Retired individuals who are suddenly faced with a large tax bill because their deceased spouse handled these issues.
• Any qualified person who has received a letter of intent to seize property or other assets  from the IRS or NC DOR or other taxing authority.

Your donation is tax deductible and goes towards helping others take the Next Step in resolving serious tax issues!

Please join us in helping others!

In almost In almost all of these cases, a free online tax site is not suitable.  Before the tax returns can be prepared, quite a bit, in almost all these cases several years of accounting and bookkeeping is required to get them out of the hole in which they have found themselves.  And getting the data necessary to do this is not easy and requires significant interaction with the taxpayer.

Additionally, the accountant working on this requires experience and knowledge about the tax laws and where information can be obtained to help retrieve this data.

For example, a person who has been on the road as a long-haul truck driver or traveling salesman could use the federally approved per diem rates for their travel expenses, instead of trying to resurrect invoices and receipts.  The rates are different for each city and change annually.  And the Next Step accountant knows these items and cares enough to ensure that the taxpayer gets a fair shake on what they really owe.  That’s because, when the IRS doesn’t receive a tax return but does receive input from businesses on the income that was paid to the individual, the worst case is always what they calculate as the taxes that are owed.

Quite often, the amount the IRS says is owed can be significantly reduced by filing those old tax returns.  But this takes time and money.

TLA Cares Next Step Tax Clinic provides tax issue resolutions using the services provided by Professional Accountants for free for people who qualify.