Expertise.com

2024

Last updated:

Best Tax Attorneys in Charlotte

Our Recommended Top 6

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 Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

6Reviewed

6Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
3440 Toringdon Way, Ste. 205, Charlotte, NC 28277
  • Federal Tax Audit
  • State Tax Audit

Why choose this provider?

Lincoln offers legal solutions to manage clients' tax matters in Charlotte. Its clientele includes startup businesses to Fortune 500 companies. The firm's attorneys counsel clients on S- or C-corporate taxation, international taxation, federal and state tax planning, and inbound or outbound international compliance. They represent taxpayers in IRS audits, advise about credits, and assist in structuring systems to minimize consequences. The team also deals with business issues like mergers, acquisitions, private equity, and venture capital. Erik Lincoln, who founded the firm in 2013, is also a CPA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6201 Fairview Rd Suite 200, Charlotte, NC 28210
  • Tax Defense

Why choose this provider?

Cumberland Law Group, LLC, provides counsel and representation to clients in Charlotte and the surrounding areas. The office helps individuals and business owners facing IRS and state tax issues. Its managing lawyer, Alex Mitchell, offers taxpayers consultations to understand their concerns and explain the legal options available. He works on the case and finds ways to help clients obtain financial relief and restitution from the IRS. His other areas of practice include criminal defense and personal injury law.

Attorney Information

Attorney NamesExperience
Alex Mitchell - Managing Attorney9 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (52)
Facebook
5.0 / 5 (19)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Ballantyne One 15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277
  • Criminal Tax Audit
  • Tax Defense

Why choose this provider?

James R. Yandle, Esq., CPA, caters to individuals and enterprises who are looking for a tax attorney in Charlotte and the surrounding communities. The law office deals with IRS criminal investigation defense, penalty abatement requests and appeals, collection workouts and resolutions, and audit appeals and reconsideration. Rick Yandle brings more than 20 years of experience in accounting and specialized tax services. He is also a member of the British American Group of Lawyers and the American Institute of CPAs.

Attorney Information

Attorney NamesExperience
Jame Yandle - Principal5 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (36)
Avvo
4.6 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
214 North Tryon Street, Suite 3800, Charlotte, NC 28202
  • Criminal Tax Audit
  • Tax Defense

Why choose this provider?

Mayer Brown LLP - Charlotte serves businesses and institutions in the metro. It practices in the areas of tax consulting, finance, intellectual property, and real estate. Its attorneys assist with tax compliance, transfer pricing, and tax controversies. It represents clients during tax audits and litigates tax issues in trial and appellate courts. The firm leverages its global network to provide clients with updated counsel on local and international taxation. The Charlotte office has been serving the community since 1998.

Attorney Information

Attorney NamesExperience
Jeffrey Davis - Partner29 yrs
Jeffrey Cantrell - Partner25 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
301 S. McDowell Street, Suite 1103, Charlotte, NC 28204
  • Bankruptcy
  • Release of Tax Lien

Why choose this provider?

Blossom Law PLLC caters to the needs of taxpayers in Charlotte. It represents individuals and small businesses with tax procedures involving penalty abatement petitions, settlement negotiations, and IRS summons. Rashad Blossom also helps clients with tax-related matters when filing for bankruptcy and resolving liens and levies, wage garnishment, refunds, and back taxes. Blossom has been practicing law since 2005 and was a member of the ABA Young Lawyers Bankruptcy Law Committee from 2009 to 2011.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (85)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
402 W. Trade Street Suite 101, Charlotte, NC 28202
  • Tax Defense

Why choose this provider?

Wyatt & Blake, L.L.P., offers legal guidance to Charlotte residents. It protects the rights of business owners and individuals facing tax-related controversies. The law office takes on cases related to tax evasion and unpaid employment taxes. It helps defendants create solutions to settle different types of IRS disputes. It also handles matters involving environmental and white-collar crimes. One of the firm's partners, James Wyatt III, has been a member of the International Academy of Trial Lawyers since 2017.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • Where does the Tax Court hold trial sessions closest to Charlotte, North Carolina?

    The nearest location to Charlotte where the Tax Court holds trials is Room 847 of the Hiram H. Ward Federal Building 251 North Main Street, Winston-Salem.

  • Where is the low-income taxpayer clinic that is closest to Charlotte, North Carolina?

    The North Carolina Low-Income Taxpayer Clinic - Charlotte Center for Legal Advocacy is located at 5535 Albemarle Road, Charlotte, North Carolina.

  • Do you need to report foreign income on your tax return in Charlotte?

    Yes, you need to report foreign income on your federal and state tax returns in Charlotte. However, the state of North Carolina gives tax credits to individuals who are eligible to receive foreign tax credits. The purpose of the foreign tax credit is to avoid double taxation. You may consult with a tax attorney if you are not familiar with taxation in the state to avoid any costly mistakes.

  • Are your Social Security benefits taxable in Charlotte?

    Generally, no, your Social Security incomes are not taxable in Charlotte and in the state of North Carolina. It is important to note that any pension you get from an employer is fully-taxable as well as any withdrawals made from retirement accounts such as 401(k) and IRAs. However, whether your benefits can be taxed or not still depends on how much you earn and how you file your taxes. Seek the help of a bankruptcy lawyer for assistance.

  • How does divorce affect your taxes in Charlotte?

    Filing for divorce will affect how your taxes work in Charlotte and across the state of North Carolina. You will need to change your filing status, which essentially affects your tax rates and credits. Another way taxes will affect you during a divorce is through the division of properties and other community assets.

  • How do you report and pay taxes on cryptocurrency transactions in Charlotte?

    In Charlotte and within the state of North Carolina, the IRS categorizes cryptocurrency as 'property' rather than a currency. This means that having a cryptocurrency account does not automatically make it taxable. Activities such as buying, selling, and trading will be subject to capital gains and losses reporting requirements, similar to transactions involving stocks.

  • Will you get in trouble for making a mistake in a business tax filing in Charlotte?

    If you find any mistakes in your previous quarterly report in Charlotte, you can make the adjustments online or you may download the Adjustment to Employer Quarterly Report at https://www.des.nc.gov/documents/files/adjustment-employers-quarterly-tax-wage-report-english/download and mail it to Employer Accounts Adjustment Unit, Division of Employment Security, Post Office Box 26504, Raleigh, NC 27611-6504. Please note that a separate form must be filed for each quarter that needs correction.