Hello
Welcome
Thank you for choosing Trilogy Tax and Consulting for your personal and business services. Our number one priority is to create relationships not just transactions. We understand how busy you are and with our expertise we can take care of your financial needs quickly and effectively while providing financial education.
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About Us
Trilogy Tax and Consulting has been providing clients with individual and business tax services as well as tax training in ALL 50 states since 2011. With our certified training and expansive financial knowledge, we are equipped to handle all of your financial needs, no matter how complex. Whether you require assistance at the corporate or personal level, we are ready to serve as your tax professionals and consulting advisors. We offer IRS audit assistance, individual and business tax preparation as well as one on one individual tax preparation training. We offer online services and in office appointments until 8pm Monday through Friday and 5pm on Saturday for your convenience.
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SERVICES and ASSISTANCE
- Tax Preparation: Individual, 1099 Contractors and Self Employed
- IRS Tax Audit Assistance: Audit Maintenance Pro (AMP)
- Loans: Refund advance loans up to $6000
- Business Formation: Registration and structure of company entity.
- Taxes to go mobile app: No wait tax preparation and same day service.
- Virtual assistance: One on one Zoom meeting for tax training and or tax preparation assistance
- Tax Preparation Training: Individual, 1099 Contractors and Self Employed
Tax Preparation Training
Be your own BOSS: Fulltime or part time income between $5000-$100,000 a year and you set your own prep fees.
Offer Bank Products: Offer refund transfers, REFUND ADVANCE UP TO $6000, prepaid debit cards and print your own checks.
Mobile App: Client portal, view tax return anytime as well as upload and sign documents.
PTIN & EFIN Assistance: Support throughout the season, low cost or free software as well as manage your own team.
Files coming soon.
Resources
Trilogy Kids and Financial Education (Financial Education and Mentorship Program ages 13-21)
For safety and convenience, upload your documents and track your refund via our TAXESTOGO mobile app https://taxestogo.com/App/Download/5809
Check the status of your federal tax refund https://www.irs.gov/refunds
Check the status of your NC tax refund https://eservices.dor.nc.gov/wheresmyrefund/SelectionServlet
Check the status of your Amended return https://www.irs.gov/filing/wheres-my-amended-return
Get a Wage & Income or Account Transcript from the IRS https://www.irs.gov/individuals/get-transcript
Request a payment plan with the IRS https://www.irs.gov/payments/online-payment-agreement-application
Make a Payment to the IRS https://www.irs.gov/payments
Make a payment to NCDOR https://www.ncdor.gov/taxes-forms/collections-past-due-taxes/payment-options
Get information on registering a business in NC https://www.sosnc.gov/forms/by_title/_Business_Registration_Business_Entities_Common
Apply for an EIN (Tax ID number) https://www.irs.gov/businesses/small-businesses-self-employed/employer-id-numbers
Apply for a PTIN (preparer tax identification number) https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers
Apply for an EFIN (electronic filing identification number) https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider
Files coming soon.
Trilogy Tax and Consulting INC
2015 Ayrsley Town Blvd Suite 202 Charlotte, NC 28273
Corporate Contact: 704-766-9000/Fax: 704-216-9000
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