Expertise.com

Best Tax Services in Charlotte

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Tax Services FAQs

Learn more
A Tax Office logo
Visit WebsiteWebsite

A Tax Office

8929 J M Keynes Dr Suite 500, Charlotte, NC 28262
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ambassador's Business & Tax Services, Inc. logo
Visit WebsiteWebsite

Ambassador's Business & Tax Services, Inc.

2104-A Ayrsley Town Blvd, Charlotte, NC 28273
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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.
4.1
Facebook
5.0 / 5 (10)
Google
3.0 / 5 (8)

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
Blessed By Brooke Tax Services logo
Visit WebsiteWebsite

Blessed By Brooke Tax Services

4822 Albemarle Road, Charlotte, NC 28205
Visit WebsiteWebsite
  • Consulting

Business Description

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.

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 (9)

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
Brumley Robinson CPA PLLC logo
Visit WebsiteWebsite

Brumley Robinson CPA PLLC

Huntersville, NC 28078
Visit WebsiteWebsite

Business Description

Brumley Robinson are experts in tax preparation and planning. They have provided reliable, professional advice and assistance for local individuals and small businesses for more than 35 years. They specialize in income tax preparation and 1099s, but they also offer a range of business accounting services. Brumley Robinson serves the Huntersville, North Carolina area.

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
Cannon Advisors logo
Visit WebsiteWebsite

Cannon Advisors

Charlotte, NC 28203
Visit WebsiteWebsite

Business Description

Cannon is a financial services and wealth management expert in Charlotte, North Carolina. It offers asset management, investment strategies, tax planning, accounting services, estate planning, and insurance. The company has been part of the Charlotte community for several generations, and it has a reputation for excellence.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Carlini CPA, PLLC logo
Visit WebsiteWebsite

Carlini CPA, PLLC

Indian Trail, NC 28079
Visit WebsiteWebsite

Business Description

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.

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 (22)
Facebook
5.0 / 5 (6)

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
Cristina Olson Tax Service logo
Visit WebsiteWebsite

Cristina Olson Tax Service

6000 Fairview Road, Suite 1200, Charlotte, NC 28210
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (3)

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
David Love CPA, PLLC logo
Visit WebsiteWebsite

David Love CPA, PLLC

Charlotte, NC 28211
Visit WebsiteWebsite

Business Description

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.

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 (2)

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
Defense Tax Partners logo
Visit WebsiteWebsite

Defense Tax Partners

112 S Tryon Street, Charlotte, NC 28202
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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 (13)

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
Dennis Tax & Accounting Inc logo
Visit WebsiteWebsite

Dennis Tax & Accounting Inc

2815 W Sugar Creek Rd, Charlotte, NC 28262
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

Dennis Tax & Accounting Inc. caters to clients in Charlotte. Its team plans and prepares taxes, finding ways to minimize customers' tax liabilities and maximize their profits. It offers accounting solutions to entities that range from small businesses and startups to full-blown enterprises. It processes payrolls and prepares general ledgers and financial statements. Dennis Tax & Accounting's other services involve helping clients set up their accounting systems and performing bookkeeping solutions on a monthly, quarterly, and annual basis.

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.
4.0
Google
4.0 / 5 (8)

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
DHG logo
Visit WebsiteWebsite

DHG

4350 Congress Stree Suite 900, Charlotte, NC 28209
Visit WebsiteWebsite

Business Description

Dixon Hughes Goodman LLP is headquartered in Charlotte and serves businesses and professionals throughout the US. This accounting firm has more than two decades of experience in handling tax accounts and providing bookkeeping, assurance, and financial advisory services. It's affiliated with Praxity AISBL, a global nonprofit alliance of independent accounting firms. Dixon Hughes Goodman LLP has won several awards, including inclusion on the Inside Public Accounting Best of the Best Firms list in 2019.

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
Facebook
5.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Diverse Community Partners, Inc. logo
Visit WebsiteWebsite

Diverse Community Partners, Inc.

Charlotte, NC 28262
Visit WebsiteWebsite

Business Description

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Faulkner & Thompson, P.A. logo
Visit WebsiteWebsite

Faulkner & Thompson, P.A.

Charlotte, NC 28277
Visit WebsiteWebsite

Business Description

Faulkner & Thompson is a tax, assurance, and consulting firm with a reputation for providing professional and reliable services. Its areas of expertise include audits, business valuation, forensic accounting, litigation, strategic planning, bankruptcy, insolvency, tax planning, tax preparation, and tax resolution. The firm has served the local area for more than 25 years, and it works with all kinds of clients -- including individuals, estates, trusts, privately-owned companies, not-for-profit organizations, and government agencies. It has two offices, one in Rock Hill, South Carolina and one in Charlotte, North Carolina.

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
Gordon, Keeter & Co. logo
Visit WebsiteWebsite

Gordon, Keeter & Co.

Concord, NC 28027
Visit WebsiteWebsite

Business Description

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.

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
Facebook
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
JRD Accounting logo
Visit WebsiteWebsite

JRD Accounting

11301 Carmel Commons Blvd., Suite 116, Charlotte, NC 28226
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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 (8)
Facebook
5.0 / 5 (2)

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
Matthew S. Laskovics, CPA logo
Visit WebsiteWebsite

Matthew S. Laskovics, CPA

300 W. 5th Street, Charlotte, NC 28202
Visit WebsiteWebsite
  • IRS Relief
  • Preparation & Planning

Business Description

Matthew S. Laskovics, CPA, is an accountant that caters to individuals and businesses in the Charlotte metro and its surrounding areas. He assists clients by helping them prepare their tax returns. He also works on tax savings and handles entity reclassification, payroll reporting, and retirement planning. In addition, he provides assistance with IRS and state tax resolution cases. Laskovics brings more than 10 years of experience in the industry. He holds a Master's degree in Taxation.

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.
4.9
Google
4.9 / 5 (33)
McGrant Tax & Bookkeeping logo
Visit WebsiteWebsite

McGrant Tax & Bookkeeping

Charlotte, NC 28206
Visit WebsiteWebsite

Business Description

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.

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.
4.9
Facebook
5.0 / 5 (10)
Google
3.7 / 5 (3)

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
My Tax Lady logo
Visit WebsiteWebsite

My Tax Lady

Charlotte, NC 28203
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

My Tax Lady is an accounting firm serving Charlotte and nearby locations. Its team prepares tax returns for individuals, partnerships, and corporations. The professionals also prepare tax returns for clients planning for retirement or their children's education. In addition, they help clients, who are dealing with IRS issues such as back taxes, wage garnishment, liens, and bank levies. My Tax Lady is owned by Nadia Maradiaga, who has six years of tax preparation experience and a decade of bookkeeping and small business accounting experience.

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
Facebook
5.0 / 5 (23)
Google
5.0 / 5 (18)
NewtonCPA, PLLC logo
Visit WebsiteWebsite

NewtonCPA, PLLC

Fort Mill, SC 29708
Visit WebsiteWebsite

Business Description

Randall C. Newton is an expert in tax preparation, education, consulting, IRS representation, and CFO outsourcing. He offers professional accounting and tax services for individuals and all sectors of industry. Randall is an active member of the American Institute of CPAs, and he is a past president of the North Carolina Association of Certified Public Accountants. His clients speak highly of his dedication and his tenacity.

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
Facebook
5.0 / 5 (5)
Perry G. Walker Accounting & Tax Service logo
Visit WebsiteWebsite

Perry G. Walker Accounting & Tax Service

Charlotte, NC 28213
Visit WebsiteWebsite

Business Description

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.

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.
4.9
Google
4.9 / 5 (75)
Facebook
5.0 / 5 (7)
Yelp
5.0 / 5 (3)

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
Ross Tax & Accounting Co. logo
Visit WebsiteWebsite

Ross Tax & Accounting Co.

6701 Carmel Rd Ste 114, Charlotte, NC 28226
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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.
4.5
Google
4.6 / 5 (44)
Facebook
5.0 / 5 (2)
Yelp
1.0 / 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
Sarah N. Reames, CPA, PLLC logo
Visit WebsiteWebsite

Sarah N. Reames, CPA, PLLC

Matthews, NC 28105
Visit WebsiteWebsite

Business Description

Sarah N. Reames is a personal finance specialist and Certified Public Accountant who serves clients throughout North and South Carolina. She has more than a decade of professional experience with tax and accounting, and her firm provides a full range of financial and accounting services (including retirement planning, estate planning, tax filing, financial reporting, consulting, and more). It serves individuals, businesses, partnerships, LLP's, LLC's, corporations, S-corporations, estates, and trusts. The company's offices can be found on Stonemede Lane in Matthews, North Carolina.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Solutions Accounting, Tax, and Consulting, LLC logo
Visit WebsiteWebsite

Solutions Accounting, Tax, and Consulting, LLC

Concord, NC 28025
Visit WebsiteWebsite

Business Description

Solutions Accounting, Tax, and Consulting have more than 20 years of experience with grant writing, business planning, accounting, payroll processing, turn-around consulting, business brokering, and tax resolution. The company is well-known for offering highly competitive pricing, and it is accredited with the Better Business Bureau, which has awarded it an A+ rating. It has offices in Charlotte and Greensboro.

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.
4.5
Google
4.0 / 5 (97)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Steele Creek Tax Services logo
Visit WebsiteWebsite

Steele Creek Tax Services

Charlotte, NC 28273
Visit WebsiteWebsite

Business Description

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.

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.
3.9
Google
3.9 / 5 (22)
Yelp
3.5 / 5 (3)

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
Sunset Accounting logo
Visit WebsiteWebsite

Sunset Accounting

1216 Sunset Road, Charlotte, NC 28216
Visit WebsiteWebsite
  • IRS Relief
  • Preparation & Planning

Business Description

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.

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 (20)
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
Tax & Service Peñaherrera logo
Visit WebsiteWebsite

Tax & Service Peñaherrera

Charlotte, NC 28212
Visit WebsiteWebsite

Business Description

Tax & Service Peñaherrera has more than a decade of experience as a bilingual tax, accountancy, and insurance firm. It serves individuals, businesses, partnerships, and corporations, to whom it provides expert professional advice and assistance. The company offers a 100% satisfaction guarantee, and free consultations are available.

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.
4.9

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
United Tax Express, Inc. logo
Visit WebsiteWebsite

United Tax Express, Inc.

3010 Monroe Rd Ste 109, Charlotte, NC 28205
Visit WebsiteWebsite
  • Preparation & Planning

Business Description

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.

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 (19)

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
Us Tax Express logo
Visit WebsiteWebsite

Us Tax Express

2630 S Tryon St Suite E, Charlotte, NC 28203
Visit WebsiteWebsite
  • Consulting

Business Description

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

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.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

How do I become a tax accountant?

To become a tax accountant, you need to receive a traditional bachelor's degree in accounting and training — either as part of your education or separately — in your local, state, and federal tax codes. Many tax professionals receive post-graduate certifications, such as the CPA, although this isn't required.

How much do tax accountants make?

The annual earnings of tax accounts and preparers varies widely based on their level of experience and employer. According to Forbes, the average earnings for an accountant can reach $95,000 in some states, while tax preparers usually earn less.

Do tax accountants need to be CPAs?

Tax accountants are not required to be CPAs but many are. This is because accountants who are also CPAs are often looked at as being more credible and qualified if they're in private practice. It also qualifies them for more responsibilities as they move up in their careers.

Read all FAQs