Business Details
29 Years
experience
Trusted Tax & Accounting Services in Robbinsville, NC
Hometown Tax Service has been a trusted partner in financial solutions since 1997. Founded by two friends committed to community service, we specialize in personalized tax preparation, bookkeeping, and payroll services for individuals and businesses. Our team includes two IRS-licensed Enrolled Agents with over 40 years of combined experience, ensuring expert representation during audits. We prioritize transparency, staying current with evolving tax laws to maximize client benefits. As a locally owned firm in Robbinsville, North Carolina, we serve clients nationwide while maintaining the warmth and integrity of a hometown business. Our commitment to continuous education and client-first philosophy has earned us a loyal clientele spanning decades.From individual tax filings to complex business accounting, we deliver accurate, timely solutions tailored to each client's unique needs. Our reputation for reliability and professionalism is reflected in testimonials highlighting fast, friendly service and meticulous attention to detail. Whether navigating tax season or managing year-round financial needs, clients trust us to handle their affairs with expertise and care. This dedication to excellence has sustained our growth for 27 years, making us a cornerstone of financial services in our community and beyond.
Services
Income Tax Return
Tax Planning
Full Bookkeeping
Full Payroll
Notary Services
IRS Tax Audits
Worker's Comp Audits
General Liability Audits
Details
- Year established: 1997
Highlights and features
- Two IRS-licensed Enrolled Agents on staff
- 40+ years of combined tax and accounting experience
- Free e-file tax preparation services available
- Locally owned and operated since 1997
- Transparent pricing with no hidden fees
Associations and certifications
- IRS
What people say
Reliable, quick, trustworthy
Super fast and friendly
Work their hardest to get taxes done correctly
Very professional and patient
Highly recommend them
Services
Income Tax Return
Comprehensive preparation of individual and business income tax returns for all states. Our IRS-licensed Enrolled Agents ensure compliance with current tax laws while maximizing deductions. We offer free e-filing services for efficient submission and faster processing times.
IRS Tax Audits
Professional representation during IRS or state tax audits. Our Enrolled Agents advocate on your behalf, handling all communications and documentation requirements. We provide expert guidance to resolve tax disputes while protecting your rights throughout the audit process.
Full Bookkeeping
Complete bookkeeping solutions for small businesses, including QuickBooks management, financial statement preparation, and payroll processing. Our certified professionals maintain accurate records to support informed business decisions and tax compliance.
Tax Planning
Year-round tax planning to optimize financial positions for individuals and businesses. We analyze income, investments, and business operations to develop strategies that minimize tax liabilities while aligning with long-term financial goals.
Notary Services
Convenient notary public services for document verification and authentication. Our certified notaries assist with loan documents, legal forms, and other official paperwork requiring sworn acknowledgment in compliance with North Carolina regulations.
People
Terri Phillips
Enrolled Agent
Terri Phillips is an IRS-licensed Enrolled Agent with over 20 years of tax expertise. She specializes in complex tax situations and audit representation, bringing technical proficiency and personalized service to every client interaction.
Joshua Phillips
Enrolled Agent
Joshua Phillips holds IRS Enrolled Agent credentials with extensive experience in business taxation. He focuses on corporate tax strategy and payroll compliance, providing strategic guidance to help businesses navigate complex regulatory requirements.
Brinley Holder
Office Manager
Brinley Holder manages daily operations and client communications. With a decade of experience in accounting administration, she ensures smooth service delivery and coordinates the team's efforts to meet client needs efficiently.
Julie Poto
Tax Preparer
Julie Poto specializes in individual tax preparation with attention to detail. She assists clients year-round, maintaining accurate records and providing clear explanations of tax documents and filing requirements.
Monica Waldroup
Tax Preparer
Monica Waldroup combines technical expertise with personalized service in tax preparation. She helps new and experienced business owners understand their tax obligations while ensuring compliance with federal and state regulations.
Questions
What tax services do you offer?
We prepare individual and business income tax returns, handle tax planning, and provide representation during IRS or state audits. Our services cover all states and include free e-filing options.
Are you available year-round?
Yes, while tax season is our busiest period, we provide year-round accounting, bookkeeping, and tax consultation services for ongoing business and personal financial needs.
Do you offer online payment options?
We're currently developing online payment systems. Until implementation, payments can be made through our office via phone or in-person during regular business hours.
What makes your firm different?
We combine IRS-licensed Enrolled Agents, 40+ years of experience, and personalized service. As a locally owned business since 1997, we maintain the warmth of community service with professional expertise.
What are your office hours?
Regular hours are Monday, Wednesday-Friday 9am-5pm. During tax season, we extend hours to Monday-Friday 9am-6pm and Saturday 9am-1pm. Appointments available outside these times.
