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Virtual & LIVE Tax Assistance, has
NEVER
BEEN
EASIER.

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We provide tax preparation services online and in office for W2 employees and small/corporate business owners.

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Refund Maximum

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Open All Year

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Protection Shield

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More Ways To Receive your money

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Must have an eligible tax return

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File with TaxNest & Claim Your
VACATION VOUCHER &
3-MONTH CREDIT SERVICES

PRACTICE AREAS

Filing your taxes is
simple & quick!

 With our step-by-step questionnaire, you are asked only the questions which pertain to you. This makes filing extremely easy as well as extremely fast.

 No tax experience needed! We ask you questions in language you can understand.

 We guarantee that we get you a maximum federal tax refund by maximizing your credits and deductions.

 We offer tax services for both individuals/families, and business owners

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Security You Can Trust!

 Your information is protected with all the current technology and procedures used by banks today.

 IRS recommended security standards.

 Frequent third-party security audits.

 Secured mobile app to ask questions, schedule meetings, and store your documents.

Ongoing Support 
Year Long!

 Make tax season a breeze with our tax planning services offered to every TaxNest Client to help maximize next years return

 Financial Education & Services to help you reach your goals sooner

 Bookkeeping, Payroll, Lending, Employee Benefits and Coaching offered to our Business Owners

 Long-Term Financial Planning, Financial Accountability Coaching, Insurances, and Professional Licensing offered to all of TaxNext Clients

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OUR VISION

Tax Solutions 

We provide tax preparation services online and in office for W2 employees, small and corporate business owners.

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FAQs
  • WHERE IS TAXNEST FINANCIALS LOCATED?
    TaxNest Financials located at 200 Dick St Ste D Fayetteville, North Carolina, USA and open virtually across all 50 states virtually. (833) 357-2522 Ext 3 info@TaxnestPro.com Download Our Mobile App For Best Results, Communication, And Booking Options
  • WHAT ARE TAXNEST FINANCIALS LOCAL OFFICE HOURS?
    Our offices have evening and weekend hours so you can come in at a time that’s convenient for you. During tax peak season our offices are open between the hours of 10am-11pm EST with normal business hours outside of tax peak season between the hours of 10am-5pm EST. (833) 357-2522 Ext 3 info@TaxnestPro.com Download Our Mobile App For Best Results, Communication, And Booking Options
  • HOW CAN I PARTICIPATE IN THE REFERRAL PROGRAM?
    We offer two tier options for client referrals. 1) Refer 5 customers who do business with us to receive 10% off your tax preparation fees. 2) After your 5th referral we will pay you $25 for every new customer you refer to TaxNest Financials Firms. You will be given client-specific referral coupons at the time of your tax preparation, and again when you pick up your copies.
  • HOW MUCH DOES IT COST TO GET MY TAXES PREPARED?
    The cost of tax preparation is based on the complexity of your return. We guarantee the lowest tax liability or the biggest and fastest tax refund allowed by the IRS. Stop by any of our offices for a no-cost estimate. We charge base off the forms needed to submit an accurate and compete tax return for single, HOH, joint, and business owners. (833) 357-2522 Ext 3 info@TaxnestPro.com Download Our Mobile App For Best Results, Communication, And Booking Options
  • HOW MUCH DO YOU CHARGE TO ELECTRONICALLY FILE MY RETURN?
    It’s free! In fact, for all returns prepared by TaxNest Financial Firms, we provide: Free Electronic Filing Free Direct Deposit Free Paper Check
  • WHAT DO I NEED TO BRING WITH ME TO COMPLETE MY TAX RETURN?
    This is a list of items commonly needed for income tax preparation: Personal Information A photo ID Your social security number (your social security card if available) Your spouse’s full name and social security number (is filing a joint return) Amount of any alimony paid and ex-spouse’s social security number (if applicable) Other people who may belong on your return Childcare records, including the provider’s ID number (if applicable) Approximate income of other adults in your home (not spouse, if you’re filing jointly) Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you Employee Information W-2 Forms Business Information EIN P&L Statement Expenses Income Employee Tax (If Applicable) Include Personal Information/Taxes To Include With Business Tax Return We can help you determine which forms are needed to file a complete and accurate tax return
  • WHEN WILL YOUR OFFICE OPEN FOR THE 2023 TAX SEASON
    TaxNest Financials is open year round, however we will begin taking appointments for the general public for tax preparation needs December 29th-May 24th, 2023. Join our waiting list to secure your slot
  • DO YOU OFFER TAX ADVANCES/CAN I PAY MY TAX PREPARATION FEES WITH MY REFUND?
    YES. TaxNest Financials Offers $9,500 Cash Advances To Qualified Filers. Loan amount is determined by your completed tax report and applicants MUST have a refund owed to them to qualify. Additional banking fees will apply and paid directly to the bank. Fees can be added to your tax preparation fees. YES. Our tax preparation services can also paid through your refund. This option is called Refund Anticipation Check (RAC). With RAC, TaxNest Financials will deduct your tax preparation fees from your refund and give you the remaining balance. Please note that additional fees may apply and will be deducted from your refund as well. TaxNest Financials accepts cash, credit cards, debit cards, and even online payments through our secure payment portal. We also offer payment plans for those who may need more time to pay off their tax preparation fees. Contact us to learn more about our payment options. You can discuss this payment option with your TaxNest Financials tax preparer during your appointment.
  • HOW CAN I CHECK THE STATUS OF MY REFUND?
    If you are receiving one of our refund options, you can check the status of your refund by calling 1-864-370-2169 or 1-877-285-2121. If you electronically filed your return, and did not choose one of our bank products, you can check your refund status on the IRS Website. Have Ready: Tax Filing Year SSN Filing Status Refund Amount Click Here To Check Your Refund (Website) Click Here To Download App (Apple) Click Here To Download App (Android)
  • IF I OWE THE IRS HOW TO I SUBMIT PAYMENT/SET UP A PAYMENT PLAN
    For individuals who owe the IRS and are needing assistance paying or setting up a payment plan to cover owed taxes, you can visit the IRS Website, create an account (ID.ME), and make a payment inside of your profile account. Make sure to follow ALL the directions for setting up your account or you will be locked out and will have to schedule an appointment with an IRS assistant to unlock your account. We can assist those in need during your document review/tax planning session after the completion of your taxes.
  • WHAT IS THE EARNED INCOME CREDIT AND DO I QUALIFY?
    The Earned Income Credit (EIC) is a refundable federal income tax credit for low-income working individuals and families. When the EIC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the credit. To qualify, taxpayers must meet certain requirements and file a tax return, even if they did not earn enough money to be obligated to file a tax return. To find out if you are eligible for the EIC, click here to access the IRS’s EIC Assistant. Click Here To Check
  • HOW DO I GET A COPY OF MY W-2?
    All employers are required to mail your W-2 by January 31. We may be able to download your W-2 before you receive them in the mail. If you don’t receive your W-2 by that date, you should contact your employer to find out when the form was mailed and verify the mailing address. If you need to have your W-2 sent to you, this will prolong your filing as we will need all documents of income; ALL FORMS OF INCOME MUST BE REPORTED TO THE IRS.
  • HOW DO I GET A COPY OF MY TAX RETURN?
    If you filed your tax return with TaxNest Financials, you can get a copy of your return from the office where you originally filed or by calling 1-833-357-2522 Ext 3 or log into your dedicated ALCC APP to download a copy of your recent return. If you did not file with 1-800-849-4893, you can request a copy or a transcript from the IRS. A tax return transcript shows most line items from your tax return as it was originally filed, including any accompanying forms and schedules. You can request a FREE transcript by calling 1-800-908-9946 and following the prompts, online at the IRS.gov Website. Click Order a Transcript under the online services option, or order by mail using IRS Form 4506T (Request for Transcript of Tax Return). The IRS does not charge a fee for transcripts. You should allow two weeks for delivery. Additional copies can be purchased for a $57 Fee for each year requested. Allow 60 days to receive your copies via first class certified mail (you will need to sign to retrieve your requested copy)
  • IF I DON’T HAVE A BANK ACCOUNT WHERE WILL MY REFUND GO?
    Your dedicated TaxNest professional will provide you with a Walmart debit card for your convenience or we can assist you in establishing a new checking account, Whichever you prefer!
  • CAN TAXNEST FINANCIALS PREPARE MY STATE RETURN ALSO?
    Yes. TaxNest Financials can prepare any state returns (resident and non-resident) when you file your Federal Return for a small additional fee.
  • HOW CAN I RECEIVE OFFICIAL IRS TAX FORMS?
    The IRS provides two methods to receive official IRS Tax Forms. Call 1-800-TAX-FORM (1-800-829-3676) or click here to order Information Returns and Employer Returns online, and the IRS will mail you the forms and other products. Click Here To Order Forms From The IRS

Frequently Asked Questions

Our Senior Preparers

Allow our dedicated tax specialist to assist you with your tax and financial needs

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Jasmine Liburd

PROFESSIONAL PARTNER

Licensed HR / Payroll Specialist

Tel: (833) 357-3533 Ext 705

Info@TaxNestPro.Com

Attn: Jasmine

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Erika McCormick

CONTROLLING PARTNER

Licensed CPA / Tax Specialist

Tel: (833) 257-2522 Ext 711

Info@TaxNestPro.Com

Attn: Dr. McCormick

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Kerstin Driver

MANAGING PARTNER

Licensed Finance Professional 

Tel: (833) 357-2522 Ext 700

Info@TaxNestPro.Com

Attn: Kerstin

CONTACT
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Contact TaxNest Today

For any general inquiries, please fill in the following contact form:

Mobile App:  Create an Account, Send a Request to schedule an appointment, or to speak directly to a team member.

Location: 200 Dick St Ste D Fayetteville, NC 28301

Office: (833) 357-2522 EXT 3

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