D'Agostino Group

Tax time is upon us again! As many of you know, we now have an office in Indian Trail, NC (Charlotte Area). We have several options to have your taxes completed this year. You can send via mail, or we now have a secure portal where you can upload tax documents directly to DeeAnn. For more information, please call 919-577-1040 or 704-635-7123 or you can email us at [email protected]
Looking forward to seeing and/or speaking with you all soon.

Dear valued tax clients:

Thank you for being our valued tax client over the years.

I am pleased to announce the opening of D’Agostino Group in the greater Charlotte area.

This has been a very difficult decision, one that I tried very hard to avoid. While our Holly Spring office has officially closed, Tracy Edick will remain a local contact as she is working remotely in Holly Springs. Please contact Tracy at 919-577-0079 or email [email protected] if handing off documentation directly is preferred

Our location will be 3816 Sardis Church Road Suite 106 Monroe, NC 28110.

We have set up a secured portal for all our tax clients. This will allow you to have your own login and the ability to upload your tax information securely as well transferring information. Please let us know when you are ready to receive your secure link, you can email [email protected] for all tax communications.

Our office number has remained the same 919-577-1040, but we have a new mailing address; PO Box 1651 Indian Trail, NC 28079.

We are sorry for any inconvenience this may cause, but we are prepared to handle this transition with all our current and future clients.

Thank you!

DeeAnn D'Agostino

You never forget! Thank you Sandi D’Agostino

The IRS is officially taking 2021 income tax returns. No appointments are necessary for drop offs. Also, with the current IRS staffing shortage it would be a good idea for you to set up an online account with the IRS. This will make things much easier if any questions or problems arise with your account or refund. Thanks!

Email us at [email protected]

We have gotten word from the IRS that returns filed with unemployment income prior to the tax law change will NOT need to be amended. The IRS will be making corrections and sending additional refunds to those who are getting them. There is no timeline, but with all that is going on I wouldn’t be surprised if the corrections take at least a month and likely longer.