Tax Preparation in Lenoir, NC

Tax season shouldn't keep you up at night. At Lazo Financial Group, we prepare personal and business tax returns for individuals, families and business owners across Lenoir and Caldwell County. Our bilingual team takes the time to explain your return in plain English or Spanish, so you understand what you're signing and why. You get competitive rates, 100% transparency and no hidden fees.

Tax Services We Offer

  • Personal income tax preparation: for individuals and families, from simple returns to more involved situations

  • Business tax preparation: for sole proprietors, small businesses and growing companies

  • Estate tax preparation: support for families handling estate and trust tax matters

  • International tax: for clients with foreign income or cross-border financial ties (learn more)

  • Nonprofit tax accounting: help for local nonprofits with their filing responsibilities

  • Sales tax accounting: support for businesses that collect and report sales tax

  • Tax planning and consulting: year-round conversations that help you plan ahead instead of reacting at tax time

  • Tax credits: we help individuals and business owners identify the credits and deductions they may qualify for

Industry-Specific Tax Help

Every industry has its own tax challenges. We work with businesses in:

  • Construction

  • Real estate

  • Healthcare

  • Nonprofits

  • Retail

Why Lenoir Chooses Lazo for Taxes

We explain, not just file

We believe an informed client is a confident client. We walk you through your return and answer your questions along the way.

Bilingual from start to finish

Our team is fluent in English and Spanish, so nothing gets lost in translation.

Transparent pricing

Competitive rates and no hidden fees. We'll talk about cost before we begin.

Walk-ins welcome

Stop by Monday through Friday, 9am to 5pm. No appointment required.

Discounts for those who serve

We offer First Responder, Military and Senior discounts. Ask us for details when you visit.

What to Bring

Bringing complete documents helps us prepare an accurate return. A general checklist:

  • A valid photo ID

  • Social Security cards or ITIN documents for everyone on the return

  • Income forms (such as W-2s and 1099s)

  • Last year's tax return, if you have it

  • Records of expenses you may be able to deduct

  • Business income and expense records, if you're self-employed or own a business

  • Any letters or notices you've received from the IRS or the state

  • Bank account and routing numbers if you'd like a direct deposit

Not sure if you have everything? Call us before you come in and we'll help you figure out what you need.

Every tax situation is different. The information on this page is general and isn't tax advice for your specific situation. Talk with our team about your own circumstances.

Ready to Get Your Taxes Done Right?

Walk in Monday–Friday, 9am–5pm, or call ahead and we'll be ready for you.

Call (828) 221-7001 · 1308 Harper Ave NW, Lenoir, NC 28645

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