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Laurels

Best Tax Services in Charlotte
2021

We scored 167 Tax Services in Charlotte, NC and Picked the Top 16

Here are the Picks:

Brumley Robinson CPA PLLC

Cannon Advisors

Carlini CPA, PLLC

CentraTAX

David Love CPA, PLLC

DHG

Diverse Community Partners, Inc.

Faulkner & Thompson, P.A.

Gordon, Keeter & Co.

McGrant Tax & Bookkeeping

NewtonCPA, PLLC

Perry G. Walker Accounting & Tax Service

Sarah N. Reames, CPA, PLLC

Solutions Accounting, Tax, and Consulting, LLC

Steele Creek Tax Services

Tax & Service Peñaherrera

Why These Tax Services?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 167 106 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brumley Robinson CPA PLLC

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.

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Huntersville, NC 28078

Website

(704) 875-6399 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 450

Cannon Advisors

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.

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Charlotte, NC 28203

Website

(704) 820-8393 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Carlini CPA, PLLC

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.

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Indian Trail, NC 28079

Website

(704) 221-7475 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Minimum 350

CentraTAX

CentraTAX is a tax preparation service with a reputation for being reliable and responsive. The firm is accredited with the Better Business Bureau, and its clients speak especially highly of the warm and welcoming attitude of the staff. It offers free, comprehensive consultations for all new customers.

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Charlotte, NC 28262

Website

(704) 610-4715 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

David Love CPA, PLLC

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.

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Charlotte, NC 28211

Website

(704) 688-5995 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

DHG

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.

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4350 Congress Stree Suite 900
Charlotte, NC 28209

Website

(704) 367-7020 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Diverse Community Partners, Inc.

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.

Click to Call

Charlotte, NC 28262

Website

(980) 202-7283 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 550

Faulkner & Thompson, P.A.

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.

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Charlotte, NC 28277

Website

(704) 541-6180 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gordon, Keeter & Co.

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.

Click to Call

Concord, NC 28027

Website

(704) 786-0171 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Price: 900

McGrant Tax & Bookkeeping

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.

Click to Call

Charlotte, NC 28206

Website

(704) 343-9949 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NewtonCPA, PLLC

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.

Click to Call

Fort Mill, SC 29708

Website

(803) 810-0853 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

Perry G. Walker Accounting & Tax Service

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.

Click to Call

Charlotte, NC 28213

Website

(704) 717-6244 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

85 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 150

Sarah N. Reames, CPA, PLLC

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.

Click to Call

Matthews, NC 28105

Website

(704) 362-2272 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 375 deposit

Solutions Accounting, Tax, and Consulting, LLC

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.

Click to Call

Concord, NC 28025

Website

(704) 918-4274 Website

Reputation:A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

51 (Best)

Score Consistency:

Consistent (Best)

Steele Creek Tax Services

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.

Click to Call

Charlotte, NC 28273

Website

(704) 588-5455 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tax & Service Peñaherrera

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.

Click to Call

Charlotte, NC 28212

Website

(704) 569-1911 Website

Reputation:A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

88 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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