What should I gather for tax preparation?
Start with a practical document checklist, not a stack of unanswered questions.
Read the ChecklistTAX RETURNS. TAX ADVISORY. BUSINESS PLANNING.
Tax Preparation & Tax Advisory in Fuquay-Varina and Wake County
EJP Tax & Advisory prepares individual and business tax returns, provides year-round tax advisory, and offers business consulting and tax planning. Whether you need this year's return completed or want to discuss a decision before making it, start with the service that fits your needs.
Need more filing time? Explore extension help.
Your tax return belongs here.
You do not need to own a business or have an elaborate financial situation to work with us. Individual tax returns are a central part of the practice, alongside business returns and planning.
A new job, a growing family, retirement income, or a first year of self-employment can also bring questions that go beyond filling in a form. We make room for those conversations without assuming every client needs the same service.
FOR THE RETURN. FOR THE ROAD AHEAD.
What do you need help with?
File this year's return. Plan for what comes next.
- Individual & business tax returnsPrepare your personal return, your business return, or both, with extension help when more filing time is needed.See Tax Return Services
- Year-round tax advisoryBring a change in income, work, or family circumstances into a planning conversation before the next filing season.See Tax Advisory
- Business consulting & tax planningWork through entity choice, owner pay, and estimated taxes with your business's numbers before decisions are final.See Business Planning
Filing season matters. So does the rest of the year.
January through the spring filing deadline is a major focus for individual returns. Start the conversation while you are gathering your documents rather than waiting until everything is in one folder.
An extension changes the filing timetable, not the importance of finishing the return. Advisory conversations can happen throughout the year, including after you see the outcome of your most recent filing.
January through April
Gather documents, prepare individual and business returns, and identify any missing information.
Extension season
Work through outstanding records and complete returns covered by a filing extension.
Throughout the year
Discuss income changes, withholding questions, and decisions that deserve a tax review.
Personal attention to different kinds of income.
The starting point is the person behind the return. Choose the description that is closest to your situation, then tell us what has changed.
- Individuals & familiesPersonal returns and questions that come with changes at home or work.For Individuals & Families
- Business ownersBusiness and personal returns, entity decisions, and tax planning for sole proprietors, partnerships, and corporations.For Business Owners
- Self-employed peopleTax preparation and planning for freelancers, consultants, contractors, and solo business owners.For Self-Employed Clients
- PhysiciansPersonal tax conversations for employed physicians and those with additional professional income.For Physicians
- DentistsIndividual tax preparation and planning that considers your role, income, and household.For Dentists
- Executives & professionalsA place to discuss compensation changes and the personal return they may affect.For Executives & Professionals
Serving Fuquay‑Varina, Wake County, and nearby towns.
EJP Tax & Advisory works with clients in Fuquay-Varina and across Wake County and surrounding counties. The services stay the same wherever you live, and each town page adds local notes about the records you may need.
- RaleighWake and Durham County records and the state's Raleigh service center.Tax help in Raleigh
- CaryOne town across Wake, Chatham, and Durham counties, and what that means for your records.Tax help in Cary
- ApexFamily returns, mailing addresses that differ from town limits, and property tax records.Tax help in Apex
- Holly SpringsOne Wake County bill for town and county property taxes, plus a short records list.Tax help in Holly Springs
- MorrisvilleWake and Durham County records, compensation documents, and state service centers in Raleigh and Durham.Tax help in Morrisville
- AngierHarnett County town that extends into Wake County, with notes on January business property listing.Tax help in Angier
A useful first conversation starts with the scope.
Tell us whether you need a return prepared, tax advisory, business planning, or a combination. Before work begins, the service, fees, and document requirements should be clear.
You can read how the process works or use the tax preparation checklist to get organized.
A few useful places to start.
Preparation or planning?
Understand what each service is meant to do and when both may be useful.
Read the ComparisonCOMMON QUESTIONS
Questions you may have.
Do you prepare regular individual tax returns?
Yes. Individual tax return preparation is a core service. You do not need to be self-employed or own a business to inquire.
Do you prepare business tax returns?
Yes. EJP Tax & Advisory prepares returns for partnerships and multi-member LLCs, S corporations, and C corporations, along with sole proprietor activity on the owner's return. See business tax returns for what to bring.
Can I ask about a tax extension?
Yes. We help with individual filing extensions and preparing extended returns. A standard filing extension does not extend the time to pay. See our extension page for the filing and payment distinction.
Is tax advisory available outside filing season?
Yes. Tax advisory is a year-round service, separate from preparing a return. It can begin with a specific question or a change you want to discuss.
What should I send with my first inquiry?
Only your contact information and the type of service you need. Do not send Social Security numbers, tax returns, bank details, or other sensitive records through the website inquiry form.