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2027 Tax Season 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.

Tax Day for 2026 returns is Thursday, April 15, 2027. You don't have to wait until April — walk in Monday through Friday, 9am to 5pm, and we'll get started. You get competitive rates, 100% transparency, and no hidden fees.

Who we help

We work with:

  • Individuals and families filing personal income tax returns, from simple returns to more involved situations
  • Self-employed people and sole proprietors who need to report business income and expenses
  • Small businesses and growing companies that need business tax preparation
  • ITIN holders filing a return — if you already have an ITIN, bring your ITIN documents for everyone listed on the return.
  • Local nonprofits that need help with their filing responsibilities
  • Clients with foreign income or cross-border financial ties who need international tax help

We also work with businesses in construction, real estate, healthcare, nonprofits, and retail. If you're not sure whether we can help with your situation, call or stop by and we'll talk it through with you. We don't give individual tax advice through the website.

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.

Why Lazo

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. You can also reach us on WhatsApp.

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

A local, family- and woman-owned office. We've served Lenoir since 2015, with more than 35 years of combined experience and licensed and certified agents.

More than taxes. When tax season is over, we're still here for bookkeeping, payroll, business insurance guidance, and notary services.

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

Walk-ins and appointments

Walk-ins are welcome Monday through Friday, 9am to 5pm. No appointment is required. We're closed Saturday and Sunday.

If you'd like to make sure the right team member is available, call ahead at (828) 221-7001.

Get started

FAQ

Do I need an appointment?
No. Walk-ins are welcome Monday through Friday, 9am to 5pm. If you'd like to make sure the right team member is available, call ahead at (828) 221-7001.

What should I bring?
In general, bring a valid photo ID, Social Security cards or ITIN documents for everyone on the return, your income forms (such as W-2s and 1099s), last year's return if you have it, records of expenses you may be able to deduct, and any letters from the IRS or the state. If you're self-employed or own a business, also bring your business income and expense records. If you're unsure, call us and we'll help you make a list.

Do you speak Spanish?
Yes. Our team is fluent in English and Spanish. ¡Hablamos español! You can also reach us on WhatsApp at (828) 929-5211.

When is the tax deadline?
The deadline to file and pay 2026 federal income tax returns is Thursday, April 15, 2027, according to the IRS. Coming in earlier in the season can help you avoid the April rush. This is general information, not tax advice for your specific situation.

Do you offer discounts, and how much will it cost?
Yes. We offer First Responder, Military, and Senior discounts — ask us for details when you call or visit. Cost depends on what you need. We pride ourselves on competitive rates and 100% transparency, with no hidden fees. We'll discuss pricing with you before any work begins.

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.

Call (828) 221-7001
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