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2024

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Best Tax Services in Charlotte, NC

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Charlotte Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

170Reviewed

109Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Charlotte, NC

Expertise.com Rating

Review Sources

Yelp
5.0 (507)
Google
5.0 (304)
Facebook
5.0 (42)

Why choose this provider?

Dimov Tax Specialists is a full-service accounting firm serving Charlotte residents and businesses. It provides tax and financial planning services covering freelancer income, home or rental property purchases, and cryptocurrencies. Its CPAs, Enrolled Agents, and tax attorneys also handle accounting matters, such as financial statement audits, payroll outsourcing, and private equity fund accounting. The company serves Fortune 500 companies like eBay, Cisco, and Morgan Stanley. It also operates a blog that discusses the difference between tax planning and preparation and local tax considerations.

  • Business Taxes
  • Accounting
  • Audits
  • Consulting
  • Individual Tax

Charlotte, NC

Expertise.com Rating

Why choose this provider?

Need help contacting a Tax Service in Charlotte? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2630 S Tryon St Suite E, Charlotte, NC 28203

Expertise.com Rating

Why choose this provider?

Us Tax Express caters to residents and business owners in Charlotte with tax preparation and planning needs. Its services include dealing with individual federal and state tax, business tax, and past and present year tax returns. It also offers audit support, which involves reviewing, analyzing, interpreting, and preparing responses for the IRS and state correspondence. The company helps with tax refund advance loans. It also handles back taxes through non-collectible status applications, penalty abatement, and the setting up of installment agreements with the IRS.

  • Consulting

4822 Albemarle Road, Charlotte, NC 28205

Expertise.com Rating

Review Sources

Google
5.0 (9)

Why choose this provider?

Blessed By Brooke Tax Services is a small business catering to clients in the Charlotte metro and the surrounding communities. The company's team of experts provides a variety of services, including personal and business income tax preparation, e-filing, mobile solutions, and back tax filing. They assist individuals in securing tax returns, provide same-day services, and recommend tax-saving strategies. In addition, they keep clients informed of the filing process and handle tax-related issues and concerns.

  • Consulting

Charlotte, NC 28211

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

David Love has more than 15 years of professional experience in tax and accounting. He works with individuals and businesses, dealing in tax audit support, back taxes, and tax relief services. His expertise includes liens, levies, wage garnishment, installment agreements, debt forgiveness, and penalty abatements. His company is accredited with the Better Business Bureau, which has awarded it an A+ rating.

Charlotte, NC 28262

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Diverse Community Partners, Inc. is a Charlotte, NC accounting and business coaching firm dedicated to making sure their small business clients save time and money. Diverse Community Partners offers services from experienced professionals including all aspects of tax services, accounts payable and receivable, onsite and offsite bookkeeping, bank and credit card transaction reconciliation, payroll, and bookkeeping write up service. Past clients of Diverse Community Partners praise the firm's attention to detail, reliable customer support, and affordable prices. Diverse Community Partners, Inc. is is a proud member of Entrepreneurs Supporting Entrepreneurs.

112 S Tryon Street, Charlotte, NC 28202

Expertise.com Rating

Review Sources

Google
5.0 (17)

Why choose this provider?

Defense Tax Partners provides an array of accounting services in Charlotte and nearby locations. It takes on various aspects of federal and state tax law, helping individuals and business owners with their tax preparation, resolution, and lien removal. The company also conducts bank levy and wage garnishment removal, passport reinstatement, and audit representation. Its tax lawyers also assist clients in stabilizing their finances through their penalty abatement and innocent spouse solutions. Additionally, Defense Tax Partners deals with IRS tax settlement cases.

  • Preparation & Planning

Charlotte, NC 28273

Expertise.com Rating

Review Sources

Google
3.9 (22)
Yelp
3.5 (3)

Why choose this provider?

Steele Creek Tax has a reputation for excellent customer service. Its clients praise the attention to detail shown by its staff, and they are impressed with the savings they make. The company holds an A+ rating with the Better Business Bureau, with whom it is accredited. It is a member of the National Society of Accountants.

11301 Carmel Commons Blvd., Suite 116, Charlotte, NC 28226

Expertise.com Rating

Review Sources

Facebook
5.0 (14)
Google
4.6 (10)

Why choose this provider?

JRD Accounting is a local firm based in Charlotte. It offers tax services, including preparation and planning, to business owners and individuals. It helps resolve clients' tax problems with the IRS and offers audit representation. The agency also provides small business accounting solutions, such as generating income statements and balance sheets and cleaning up general ledgers. The team handles personal financial planning and estate planning. Reg Davies, the owner, is an enrolled agent with over 25 years of experience in accounting.

  • Preparation & Planning

6000 Fairview Road, Suite 1200, Charlotte, NC 28210

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (3)

Why choose this provider?

Cristina Olson Tax Service serves the accounting, taxation, and payroll needs of the Spanish- and English-speaking communities throughout the Charlotte metro and the neighboring areas. Olson is a tax specialist who aims to help make the tax filing process seamless for clients while avoiding getting audited due to amateur mistakes through her two decades of taxation experience. In addition to tax preparation, the firm also handles small business payroll preparation, bank statement reconciliation, quarterly reporting, and general accounting services.

  • Preparation & Planning

3010 Monroe Rd Ste 109, Charlotte, NC 28205

Expertise.com Rating

Review Sources

Google
4.5 (10)

Why choose this provider?

United Tax Express, Inc., has been serving clients in Charlotte for more than 19 years. It prepares and files individual, corporate, and federal tax returns to reduce clients' liabilities. The company has kept the same employees for the previous 10 years, allowing it to create personal relationships with its clients. They have also completed the necessary steps to become IRS-registered tax return preparers. United Tax Express stays up to date and in compliance with all new IRS regulations and laws each year.

  • Preparation & Planning

8929 J M Keynes Dr Suite 500, Charlotte, NC 28262

Expertise.com Rating

Why choose this provider?

A Tax Office serves individuals and businesses throughout Charlotte and the neighboring communities. Its tax specialists help clients with electronically filing taxes for faster tax returns, checking and rechecking tax information, presenting potential deductions to limit tax liability for the next year, and reviewing the math to limit IRS contacts. Additionally, the firm offers assistance with tax problems such as IRS audits, non-filed tax returns, innocent spouse relief, levies and liens, and offers in compromise.

  • Preparation & Planning

Concord, NC 28027

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Gordon, Keeter & Co. is an accountancy and consulting firm with expertise in payroll taxes, start-up consulting, retirement planning, QuickBooks consultancy, distressed real estate, and more. It has been in business for more than 20 years, and during that time it has built a reputation for reliability. The firm employs many highly trained CPAs, and clients speak highly of their competence and professionalism. Gordon, Keeter & Co. is based in Concord, but it serves clients in Harrisburg, Kannapolis, and other surrounding cities.

Charlotte, NC 28206

Expertise.com Rating

Review Sources

Facebook
5.0 (10)
Google
3.7 (3)

Why choose this provider?

McGrant Tax & Bookkeeping has two locations in Charlotte, where it offers tax preparation, bookkeeping, year-round accounting, and IRS education. Its personal and business tax services also include audit assistance, electronic filing, tax school services, and help with state taxes. It cashes government checks, payroll checks, and tax checks, and it offers notary, fax, and copy services, (as well as a range of other preparation assistance). The firm has almost 20 years of experience, and it has a reputation for providing quality, professional service. It is accredited with the Better Business Bureau.

6701 Carmel Rd Ste 114, Charlotte, NC 28226

Expertise.com Rating

Review Sources

Google
4.5 (49)
Facebook
4.2 (6)
Yelp
1.0 (1)

Why choose this provider?

Ross Tax & Accounting, Co., is a privately-owned firm that assists individuals and businesses within the Charlotte community. It has been working closely with clients throughout tax preparation procedures, from reviewing different financial documents to identifying tax regulation adjustments. Its team of accountants also helps clients avoid penalties through tax-saving strategies, like investing and income shifting. Ross Tax & Accounting was established in 1994 by president and founder, Wally Ross. He worked as a senior partner for a sizeable accounting firm.

  • Preparation & Planning

2104-A Ayrsley Town Blvd, Charlotte, NC 28273

Expertise.com Rating

Review Sources

Facebook
5.0 (17)
Google
3.0 (8)

Why choose this provider?

Ambassador's Business & Tax Services, Inc., is a company that provides financial solutions for clients in Charlotte and surrounding areas. It handles businesses' accounting tasks, such as bookkeeping and payroll. It also works with clients on a personal level, helping them with software selection and accounting system improvement. The agency has industry-standard tools for tax preparation or planning. It offers retirement solutions and IRS representation. The company has been serving the community since 1992.

  • Preparation & Planning

Indian Trail, NC 28079

Expertise.com Rating

Review Sources

Google
4.8 (22)
Facebook
5.0 (6)

Why choose this provider?

Carlini provides audits, reviews, compiled financial statements, financial management, tax preparation, and accountancy services for clients in Indian Trail, Monroe, Matthews, Charlotte, and the surrounding areas. The firm has more than 40 years of experience, and it is a member of the American Institute of Chartered Professional Accountants.

Charlotte, NC 28213

Expertise.com Rating

Review Sources

Google
4.9 (75)
Facebook
5.0 (7)
Yelp
5.0 (3)

Why choose this provider?

Perry G. Walker prepares local, state, and federal taxes for individuals and business in North Carolina and across the United States. He provides representation before local and state authorities, as well as the IRS. He also provides tax planning, accounting, and bookkeeping services. For the convenience of his clients he offers evening and Saturday appointments during tax season. Perry's company is a member of the National Association of tax professionals, and it is accredited with the Better Business Bureau, which has awarded it an A+ rating.

1216 Sunset Road, Charlotte, NC 28216

Expertise.com Rating

Review Sources

Google
4.8 (21)
Yelp
5.0 (1)

Why choose this provider?

Sunset Accounting is a firm serving individuals and businesses in Charlotte. It handles income, corporate, and sales tax which includes year-round advisory services. Its team of professionals has a full range of experience in preparing taxes and organizing non-profit tax returns. Its website contains a tracking tool that clients can utilize to oversee their tax refunds. The firm also assists with bookkeeping, financial solutions, payroll services, debt reduction, budgets and forecasting, and IRS and state issues.

  • IRS Relief
  • Preparation & Planning

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Charlotte, NCCall for quote
Us Tax Express
2630 S Tryon St Suite E, Charlotte, NC 28203
Blessed By Brooke Tax Services
4822 Albemarle Road, Charlotte, NC 28205
David Love CPA, PLLC
Charlotte, NC 28211
Diverse Community Partners, Inc.
Charlotte, NC 28262
Defense Tax Partners
112 S Tryon Street, Charlotte, NC 28202
Steele Creek Tax Services
Charlotte, NC 28273
JRD Accounting
11301 Carmel Commons Blvd., Suite 116, Charlotte, NC 28226
Cristina Olson Tax Service
6000 Fairview Road, Suite 1200, Charlotte, NC 28210
United Tax Express, Inc.
3010 Monroe Rd Ste 109, Charlotte, NC 28205
A Tax Office
8929 J M Keynes Dr Suite 500, Charlotte, NC 28262
Gordon, Keeter & Co.
Concord, NC 28027
McGrant Tax & Bookkeeping
Charlotte, NC 28206
Ross Tax & Accounting Co.
6701 Carmel Rd Ste 114, Charlotte, NC 28226
Ambassador's Business & Tax Services, Inc.
2104-A Ayrsley Town Blvd, Charlotte, NC 28273
Carlini CPA, PLLC
Indian Trail, NC 28079
Perry G. Walker Accounting & Tax Service
Charlotte, NC 28213
Sunset Accounting
1216 Sunset Road, Charlotte, NC 28216

FAQs

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.