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Best Tax Services in Charlotte

2023

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Website
Charlotte, NC
  • Income Taxes
  • Payroll
  • Small Business Taxes
  • File an EIN
  • Quarterly Estimated Taxes
  • Audit Defense
  • Tax Advisory
  • Bookkeeping
  • Start a Business

Why choose this provider?

1-800Accountant advises small business owners regarding tax matters. Its customer base includes entities in Charlotte's trucking, e-commerce, real estate, freelancing, and nonprofit sectors. The company's services include developing year-round tax strategies and preparing and filing taxes. Its team also participates in audit defense and reassesses and modifies clients' existing tax plans. 1-800Accountant has online servers for tax returns, which can be accessed via the portal. The firm has been operating for more than two decades.

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

Price: Schedule a free consultation today!

848-BookPro
Charlotte, NC

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.

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

Price: Free booking service | Call 848.Book.Pro!

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

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28206

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.

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.
4.7
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

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

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.

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
Facebook
5.0 / 5 (14)
Google
4.6 / 5 (10)

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
Charlotte, NC 28273

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.

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

Website
Charlotte, NC 28213

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.

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

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

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.

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 (21)
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
8929 J M Keynes Dr Suite 500, Charlotte, NC 28262
  • Preparation & Planning

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.

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

Website
Concord, NC 28027

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

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 (7)
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

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

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.

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.
4.3
Google
4.5 / 5 (49)
Facebook
4.2 / 5 (6)
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

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

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.

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 (17)

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
4822 Albemarle Road, Charlotte, NC 28205
  • Consulting

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.

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

Website
Indian Trail, NC 28079

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.

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

Website
4350 Congress Stree Suite 900, Charlotte, NC 28209

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

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
4.5 / 5 (10)

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

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.

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.
4.4
Facebook
5.0 / 5 (17)
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

Website
Charlotte, NC 28211

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.

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

Website
Charlotte, NC 28262

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.

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
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
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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.