You can schedule an appointment directly through our online booking system, or by calling our office at 843-860-7339.

We offer both in-person and virtual meetings for your convenience.  We are available for in-person appointments during tax season and virtual appointments after tax season.  We are not always in the office for in-person meetings after the filing deadlines each year.

Generally, yes—if you paid $600 or more during 2025 to a non-incorporated contractor during the year. This limit is increasing to $2,000 for payments starting in calendar year 2026.

1099s must be issued to contractors and filed with the IRS by January 31 each year.

The documents you need depend on your situation, but commonly include:

• W-2s and/or 1099s
• Income statements to include income and expenses by category for self-employment, rental, or investment income
• Mortgage interest and property tax statements
• Charitable contribution records
• Retirement contributions and distributions
• Health insurance forms (1095-A, if you have marketplace insurance)
• Prior-year tax return (if you are a new client)

Your tax organizer provides a customized checklist and is the best place to start.

The safest way to send documents is through our secure client portal (Canopy). You may also mail or drop off documents at our office.

For security reasons, we do not recommend emailing tax documents.

Your return will be filed once all of the following are completed:

We have received all required information
The return has been completed and reviewed
You (and your spouse, if applicable) have approved and signed the return

We will notify you if there are any issues filing your return.

We recommend keeping supporting documents for at least 3 years.  You should maintain summary documents, 1099s, W-2s, source documents for at least 7 years.

Strategies may include:

• Maximizing retirement contributions
• Taking advantage of deductions and credits
• Take advantage of all pre-tax benefits your employer offers

We’ll review your situation and recommend strategies specific to you.

You can make a federal tax payment online directly with the IRS:
➡️ Pay Your Taxes at IRS.gov/payments

You can choose several payment options:

• Direct Pay (from your checking or savings account — no fee)
• Debit or Credit Card (small convenience fee applies)
• IRS Online Account to view balance and schedule payments

Always confirm you’re on a secure “.gov” site before submitting payment information.

Be sure to post the payment under the first Social Security Number listed on your return.

For South Carolina, payments can be made through the Department of Revenue:
➡️ Make a Payment at dor.sc.gov/pay

You can pay using:

• MyDORWAY (the state’s online tax portal)
• Electronic funds withdrawal (EFT)
• Check or money order, if mailing your payment

Be sure to post the payment under the first Social Security Number listed on your return.

If you have quarterly estimates or balance-due vouchers, we have posted those in our secure portal.

• Look for a PDF labeled “Vouchers” or “Estimated Tax Payments” in your client portal.
• If you can’t find them, contact our office — we can resend your vouchers electronically or by mail.

You may be required to make quarterly estimated tax payments if you are self-employed, have business income, rental income, investment income, or do not have enough tax withheld from your paycheck. Once you owe over $1,000 in a current year, the IRS wants you to pay in quarterly (or through extra withholdings from your paycheck). Failure to do so may result in penalties and interest accruing on your balance due.

We will calculate the amounts and provide payment vouchers after your return is completed. You can find your vouchers:

• Uploaded to your secure client portal (Canopy)

• Included as a PDF labeled “Estimated Tax Vouchers” with your tax return documents

If you’re unable to locate your vouchers or have questions about whether quarterly payments apply to you, please contact our office and we’ll be happy to assist.

Refunds may differ from the return if the IRS or state adjusts your return due to:

• Offsets for past-due taxes, child support, or student loans
• Changes to credits or withholding
• Math corrections or verification reviews
• Penalties and interest for not paying in on time

If an adjustment is made, you will typically receive a notice explaining the change.

Refunds may differ from the return if the IRS or state adjusts your return due to:

• Offsets for past-due taxes, child support, or student loans
• Changes to credits or withholding
• Math corrections or verification reviews
• Penalties and interest for not paying in on time

If an adjustment is made, you will typically receive a notice explaining the change.

Most e-filed refunds are issued within 2–4 weeks, though processing times can vary if your return is selected for verification.

Paper-filed returns may take 6–8 weeks or longer. Certain credits or IRS reviews can also delay refunds.

You can check on your refund status at:

Federal

South Carolina