TruWealth Financial Solutions

TruWealth Financial Solutions Insurance• Real Estate • Tax & Business Solutions

Helping Families Protect What Matters Most.

Happy Birthday to our inspiring founder, Erica Johnson! 🎉Your passion, determination, and vision have helped shape TuWea...
05/22/2026

Happy Birthday to our inspiring founder, Erica Johnson! 🎉

Your passion, determination, and vision have helped shape TuWealth Financial Solutions into a company that empowers individuals and families to move forward with confidence and financial peace of mind.

Thank you for your unwavering leadership, hard work, and the positive impact you continue to make every day. Your dedication inspires both our team and the clients we proudly serve.

Wishing you a year filled with success, happiness, good health, and many new opportunities. May your birthday be as amazing as the difference you make in the lives of others. 💙

A federal tax update does not always mean North Carolina will treat it the same way. This is one reason many taxpayers g...
04/11/2026

A federal tax update does not always mean North Carolina will treat it the same way. This is one reason many taxpayers get confused during filing season. Some federal tax law changes may not fully apply the same way on your North Carolina return, so it is important to understand both sides before filing. At TruWealth Financial Solutions, we stay updated on both federal and North Carolina tax rules so you can file with more clarity and confidence.

Still waiting on your North Carolina state tax refund? Refunds are being processed, but timelines can vary depending on ...
04/09/2026

Still waiting on your North Carolina state tax refund? Refunds are being processed, but timelines can vary depending on when you filed and whether your return needs additional review. Errors, missing information, and incomplete returns may cause delays, which is why accuracy matters so much during tax season. Filing correctly from the start can save time and frustration. TruWealth Financial Solutions is here to help make the process smoother.

April is also important for self-employed individuals, freelancers, and business owners. If you earn income without enou...
04/07/2026

April is also important for self-employed individuals, freelancers, and business owners. If you earn income without enough tax being withheld, the first estimated tax payment deadline may apply to you this month. Missing estimated tax deadlines can lead to added costs and stress later in the year. Staying ahead is one of the best ways to manage your finances. At TruWealth Financial Solutions, we help you understand what needs to be paid and when.

Need more time to file your taxes?An extension may give you more time to submit your return, but it does not extend the ...
04/04/2026

Need more time to file your taxes?

An extension may give you more time to submit your return, but it does not extend the time to pay any taxes you owe. If you expect a balance due, payment is still generally due by April 15 to help avoid penalties and interest. Tax season can get confusing, but proper guidance can make a big difference.

TruWealth Financial Solutions is here to help you stay on track and file with confidence.

North Carolina taxpayers, this is your reminder that the April 15 deadline is fast approaching. This is the deadline to ...
04/02/2026

North Carolina taxpayers, this is your reminder that the April 15 deadline is fast approaching. This is the deadline to file your federal and state income tax returns for the 2025 tax year. Filing on time can help you avoid penalties, interest, and unnecessary stress. If you have not filed yet, now is the time to get organized and take action.

At TruWealth Financial Solutions, we help individuals and families file accurately and confidently this tax season.

Tax laws continue to evolve, and recent federal tax updates may impact how some individuals and families file their retu...
03/31/2026

Tax laws continue to evolve, and recent federal tax updates may impact how some individuals and families file their returns.

From changes in deductions to new tax provisions, staying informed is important for making the best financial decisions.

However, federal updates do not always translate directly into North Carolina tax rules, which means taxpayers may need to consider both systems when preparing their returns.

Understanding these differences can help avoid confusion and ensure your tax filing is accurate.

At TruWealth Financial Solutions, we stay updated on the latest tax developments so our clients can file with confidence.

Some experts are warning that tax return processing and refunds could take longer this year due to staffing changes and ...
03/28/2026

Some experts are warning that tax return processing and refunds could take longer this year due to staffing changes and higher filing volumes.

While many returns are still processed quickly, delays can happen if returns require additional verification or contain errors.

To help avoid unnecessary delays:
• File accurate information
• Double-check income documents
• Ensure your personal details are correct

Working with a professional can help minimize mistakes and keep your filing process smooth.

TruWealth Financial Solutions supports North Carolina residents with accurate and reliable tax preparation throughout the filing season.

03/26/2026

Homeowners and taxpayers who pay state and local taxes may have heard about the SALT deduction limit.

This deduction allows taxpayers to claim certain state and local taxes on their federal return, but limits and rules continue to evolve.

For many households, understanding how this deduction works can influence overall tax planning, especially when property taxes and state income taxes are involved.

Knowing what qualifies and what doesn’t can help prevent mistakes and maximize allowable deductions.
If you have questions about deductions this tax season, TruWealth Financial Solutions is here to provide guidance.

Your federal tax return and your North Carolina tax return are not always calculated the same way.Some deductions or tax...
03/24/2026

Your federal tax return and your North Carolina tax return are not always calculated the same way.

Some deductions or tax treatments allowed at the federal level may not apply on the state return.

This difference can sometimes lead to confusion when taxpayers see two different taxable income amounts.

Understanding how federal and state tax rules interact is an important step in filing correctly and avoiding unexpected tax liabilities.

At TruWealth Financial Solutions, we guide our clients through both federal and North Carolina filing requirements to ensure everything aligns properly.

Address

201 W Ash Street Ste#4
Mar-Mac, NC
27530

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

(910) 813-0067

Website

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