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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 maximizing your refund.
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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 in person tax training and tax preparation as well as audit assistance for IRS. We offer drop off services and scheduled appointments until 8pm Monday through Friday and 4pm on Saturday for your convenience.
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SERVICES and ASSISTANCE
- Tax Preparation: Individual, 1099 Contractors and Self Employed
- 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 or Zoom meeting for tax training and or tax preparation assistance
- Tax Preparation Training: Individual, 1099 Contractors and Self Employed
Tax Training $399.99
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
TAXES TO GO mobile app https://taxestogo.com/App/Download/5809
SELF Credit Builder https://self.inc/refer/11484825
Credit Builder https://www.creditstrong.com/
Financial Education https://www.financialeducationservices.com/
Business Credit https://www.dnb.com/
Business Credit https://www.nav.com/
Experian Business https://www.experian.com/small-business/small-business-credit
Equifax Business https://www.equifax.com/business/
Transunion Business https://www.transunion.com/business
Check the status of your Federal return https://www.irs.gov/refunds
Check the status of your NC return 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
Register 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
Trilogy Kids and Financial (Financial Education Camp Grades 1-8) https://www.trilogykids.org
Trilogy Travel Club (Domestic and International) https://Trilogytravelclub.xtvip.com
Trilogy Tax and Consulting INC
2015 Ayrsley Town Blvd Suite 202 Charlotte, NC 28273
Corporate: 704-766-9000/Fax: 704-216-9000
Copyright © Trilogy Tax and Consulting - All Rights Reserved.
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