Stress-Free Filing With a Local Team You Trust
Getting your taxes done shouldn't feel confusing or risky. At Suggs Insurance Agency, we offer professional tax preparation services right here in Sanford, NC, with the same face-to-face support our clients count on for insurance. Whether your return is straightforward or you're juggling multiple forms, we help you file accurately, on time, and with confidence. And because we're local, you can get answers quickly without dealing with call centers or online-only systems.
Our Tax Preparation Services
Individual & Family Tax Returns
We prepare federal and North Carolina state returns for W-2 employees, families, and retirees. Clear guidance, accurate filing, and friendly support from start to finish.
1099 & Self-Employed Returns
If you have contract income, side work, or multiple 1099s, we'll help organize documents and file correctly. Get support that keeps you compliant without overcomplicating the process.
Small Business & Schedule C Support
For many local owners, tax time means more than a W-2. If you're filing business income and expenses, we'll help you prepare the return with careful attention to detail.
Upload Your Tax Documents Securely
Skip the paperwork shuffle. Our secure mobile app lets you upload tax documents straight from your phone or computer—anytime, anywhere. It’s an easy way to get your information to us quickly while keeping everything organized in one place.
Refund-Friendly Payment Options
No surprises, no pressure. Ask about tax prep fees that can be handled in a way that fits your situation, including options that don't require upfront payment (when available).
What to Expect When You File With Us
We keep your tax experience simple and organized, whether you meet in person or share documents securely.
Step 1: Schedule or walk in.
During tax season, we offer appointment options and walk-in support when available.
Step 2: Gather your documents.
We'll provide a simple checklist for W-2s, 1099s, deductions, and credits. You can even use our app to upload them to us!
Step 3: Prepare and review.
We complete the return and review it with you in clear, plain language.
Step 4: E-file your return.
Electronic filing helps your return process faster and reduces errors.
Step 5: Support after filing.
If you receive a notice or have questions, our local team is here to help.
Common Questions About Tax Services
Where can I get my taxes done in Sanford, NC by a professional?
You can file with our Sanford team in person, with walk-in help during business hours and appointments available in season. We prepare federal and North Carolina state returns with straightforward guidance.
Does Suggs Insurance Agency also do income tax returns?
Yes. In addition to insurance, we provide tax preparation services for individuals, families, and many self-employed filers.
Can I upload my W-2s online or do I need an appointment?
You can do either. Many clients prefer an in-office appointment, while others choose secure document upload for convenience. We'll guide you through the best option for your schedule.
What kinds of tax situations do you handle?
We help with common filings like W-2 returns, multiple 1099s, and many self-employed scenarios. If you're unsure whether your situation is a fit, call us and we'll point you in the right direction.
Is bilingual tax help available?
Yes - Hablamos Español. Our team can help Spanish-speaking clients understand the process and file with confidence.
More Ways We Can Help
Even outside of tax season, many families like having one local office they can trust for financial protection year-round.
Auto Insurance
If you're driving daily in Central NC, we can help you compare coverage and save with discounts.
Home Insurance
Protect your home and explore bundling options that may lower premiums.
Medicare Plans
Approaching 65? We can help you understand Medicare choices and next steps.
Ready to File With Confidence?
Our Sanford team is here to make tax time easier with accurate filing, secure handling of documents, and friendly, local support. Contact us today to schedule your tax appointment or get started with document upload options.
