Best Accounting & Tax in Greater Charlotte

    Areas served: Rock Hill, Concord, Gastonia, Charlotte

    47 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 18, 2026

    The Greater Charlotte area's diverse economy—from banking and healthcare to manufacturing and retail—creates complex accounting needs for businesses of all sizes. Local accounting and tax professionals help navigate both North Carolina and South Carolina tax requirements while maximizing deductions for the region's growing entrepreneurial community.

    Show businesses best for:
    85
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, South Carolina and surrounding areas
    ★★★★★5.0(310 Google reviews)

    Jackson Hewitt Tax Service at 4875 Old York Road in Rock Hill is a full-service tax preparation office located inside Walmart, offering expert individual income tax filing, self-employed and gig-worker taxes, amended returns, IRS audit help, and tax planning consultation. They specialize in serving diverse clientele including farmers, first responders, military members, retirees, and those with investment income or rental properties. The office provides convenient drop-off service, refund advance loans up to $3,500, and backs their work with a Maximum Refund Guarantee.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed and gig-economy workers, farmers and small business owners, retirees, those with investment income, military members and first responders
    What sets them apart
    • Convenient drop-off tax preparation available — drop your documents and a Tax Pro handles the work, including final review and e-signing, without requiring your presence.
    • Get up to $3,500 via refund advance loan on a prepaid card, available seasonally, allowing you to access funds before the IRS processes your refund.
    • Tax Pros trained in handling complex situations including self-employment, gig economy income, investments, rental properties, military service, and clergy/minister-specific tax situations.
    Tax PreparationRefund AdvanceIRS HelpSelf-Employed TaxesIn Walmart
    Phone(803) 366-4202
    Jackson Hewitt Tax Service - Old York Rd
    Updated 5/25/26Learn More →
    85
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(163 Google reviews)

    Paramount Tax & Accounting Charlotte is a professional tax and accounting firm offering comprehensive personal and business tax preparation, bookkeeping, payroll services, and financial planning. Led by licensed tax professionals, they specialize in maximizing deductions and credits for individuals, small businesses, partnerships, LLCs, and corporations. The firm distinguishes itself through personalized attention, responsive service, and a commitment to helping clients achieve financial success with expert guidance tailored to their specific circumstances.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, 1099 contractors, partnerships and corporations seeking to maximize deductions
    What sets them apart
    • Paramount reviews the previous 3 years of tax returns to identify errors and missed deductions at no charge.
    • The firm partners with Protection Plus to provide comprehensive audit defense support, with a dedicated department ready to assist clients facing tax notices.
    • Unlike typical tax preparers, Paramount employs licensed tax professionals with extensive experience serving both individuals and businesses of all sizes.
    Tax PreparationAccounting ServicesBusiness TaxesBookkeepingLicensed Professionals
    Paramount Tax & Accounting - Charlotte
    Updated 5/25/26Learn More →
    85
    Lantern
    Score
    Matthews, NC
    Serves Charlotte, North Carolina and surrounding areas
    ★★★★★5.0(127 Google reviews)

    J Y Tax and Accounting Services is a multi-faceted financial advisory firm serving small to mid-market business owners, restaurant operators, and real estate investors across the Charlotte area. Founded in 2015, the firm specializes in accounting, tax preparation, financial planning, investment advisory, and business consulting with deep expertise in the restaurant and real estate industries. The team is bilingual in English and Mandarin (with Japanese support), offering personalized, proactive guidance designed to help clients save on taxes and achieve long-term financial growth.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Restaurant owners, real estate investors, small to mid-market business owners, self-employed professionals seeking tax optimization
    What sets them apart
    • Deep industry expertise in restaurants and real estate investing, offering tailored bookkeeping, tax reporting, and strategic consulting designed specifically for these business types.
    • English, Mandarin, and Japanese-speaking team members provide personalized service and cultural understanding for diverse business owners and investors.
    • Beyond tax season filing, the firm provides ongoing tax planning, asset protection strategies, and quarterly advisory to help clients maximize savings and make informed business decisions.
    Tax PreparationAccounting ServicesRestaurant SpecialistsReal Estate ExpertsFinancial Planning
    Phone(980) 243-2433
    J Y Tax and Accounting Services | 佳誉会计事务所
    Updated 5/25/26Learn More →
    85
    Lantern
    Score
    Gastonia, NC
    Serves All 50 States (based in Gastonia, NC)
    ★★★★★5.0(124 Google reviews)

    Straight Tax, LLC is a virtual tax preparation firm serving all 50 states from their Gastonia, NC office. They specialize in personal tax services (W2 & 1099), small business tax services, and corporate tax returns, with a 98% client retention rate earned over 18 years of experience. Their licensed professionals deliver an average of 30% tax savings through expert strategies, offering virtual consultations, secure document upload, and IRS representation for tax issues.

    Best for: Personal Tax FilingIRS IssuesRemote Clients
    Ideal clients: Small business owners, W2/1099 contractors, corporate entities, individuals seeking tax optimization, anyone facing IRS issues or audits
    What sets them apart
    • Straight Tax maintains exceptional client loyalty through 18 years of dedicated service, delivering accuracy and efficiency in every engagement.
    • Their licensed professionals employ expert strategies to maximize tax benefits and identify deductions specific to each client's situation.
    • Secure document upload, consultations, and e-filing mean clients can complete their entire tax process from any device, anywhere in the country.
    Virtual Tax PrepBusiness TaxIRS RepresentationExpert StrategiesAll 50 States
    Phone(704) 524-3464
    Straight Tax, LLC
    Updated 5/25/26Learn More →
    85
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★5.0(115 Google reviews)

    SMART TAX SERVICES is a bilingual accounting and tax preparation firm serving Rock Hill and the surrounding area with expert solutions for both personal and business taxes. Led by Nuria Neyra, the firm specializes in individual tax preparation, business accounting, company registration and advisory services, CAA/ITIN applications, and notary services — all delivered affordably and reliably. They serve Spanish-speaking and English-speaking clients who need trustworthy, fast tax filing and business support.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Spanish-speaking individuals and business owners, self-employed professionals, small business owners needing accounting support, anyone requiring ITIN or CAA assistance
    What sets them apart
    • Fluent Spanish and English service, making tax and accounting support accessible to the Hispanic community and bilingual families.
    • Beyond tax prep, they offer business registration, company advisory, CAA/ITIN applications, and notary services — a complete business support solution.
    • Known for quick turnaround and reasonable pricing for both personal and business tax returns.
    Tax PreparationBusiness AccountingBilingual ServicesITIN/CAANotary Services
    Phone(803) 242-4202
    Websitelinktr.ee
    SMART TAX SERVICES - Hablamos español
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, North Carolina and surrounding areas
    ★★★★★5.0(85 Google reviews)

    Providence Consulting CPA is a Charlotte-based accounting firm offering comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. Led by experienced CPAs, they specialize in tax strategy, IRS representation, and payroll services to help clients minimize tax liability and streamline financial operations. Their personalized approach focuses on understanding each client's unique situation to deliver practical, actionable financial guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses seeking year-round tax strategy
    What sets them apart
    • All services provided by certified public accountants with expertise in both individual and business tax strategy.
    • Full audit representation and IRS correspondence handling to protect clients during tax disputes or inquiries.
    • Combines tax prep, bookkeeping, and payroll services under one firm for streamlined financial management.
    Tax PreparationCPA ServicesBookkeepingBusiness AccountingIRS Representation
    Providence Consulting CPA
    Updated 5/25/26Learn More →
    84
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(79 Google reviews)

    Accounting Multiservices is a Charlotte-based accounting firm specializing in comprehensive tax preparation, bookkeeping, and payroll services for individuals and businesses. The team provides bilingual financial guidance covering tax services, company formation, audits, ITIN applications, workers' compensation insurance, and notarizations. They focus on efficient financial planning and tax strategy to help clients navigate complex accounting and tax situations.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, bilingual households, immigrants seeking tax services, businesses needing payroll outsourcing
    What sets them apart
    • Provides accounting and tax services in both English and Spanish, serving diverse clientele with clear communication and culturally aware guidance.
    • Offers integrated services including tax preparation, payroll processing, company formation, audits, and ITIN applications under one roof, reducing the need for multiple service providers.
    • Assists individuals with ITIN numbers (Form W-7) and related tax filing needs, serving clients who may not have Social Security numbers.
    Tax ServicesPayrollBilingualBusiness AccountingFinancial Planning
    Accounting Multiservices
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★5.0(74 Google reviews)

    Pitters Accounting & Tax Professionals is a full-service accounting and tax firm in Rock Hill, SC, specializing in individual and business tax preparation, payroll services, bookkeeping, and financial consulting. The firm is known for its low-pressure approach, excellent client retention, and high-quality service delivery. They offer secure file portals, tax planning resources, and personalized consultations to help clients maximize their financial position.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, families seeking tax planning, businesses needing payroll and bookkeeping services
    What sets them apart
    • The firm emphasizes a unique, low-pressure service model with an excellent client-retention rate, prioritizing personalized attention and transparency in all client relationships.
    • Clients enjoy 24/7 access to a secure file portal, online appointment scheduling, and comprehensive tax resources including IRS forms, calculators, and a monthly newsletter with tax tips and best practices.
    • Beyond tax preparation, the firm offers payroll services, bookkeeping, business accounting, and financial consulting to meet diverse individual and business needs.
    Tax PreparationAccounting ServicesPayroll ServicesBusiness TaxFinancial Consulting
    Pitters Accounting & Tax Professionals
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(63 Google reviews)

    TEAM Financials is a Charlotte-based CPA firm led by experienced professionals like Kingsley Ifedi, offering comprehensive tax and accounting services for individuals and businesses. They specialize in tax preparation, tax compliance, tax planning, business accounting, bookkeeping, and financial advisory to help clients minimize tax liability and optimize financial strategy. Known for their strategic approach that goes beyond compliance, they serve everyone from startups to established businesses with personalized service and thorough attention to detail.

    Best for: Personal Tax FilingSmall BusinessesRemote Clients
    Ideal clients: Business owners seeking tax strategy and growth planning, Individuals wanting comprehensive tax optimization, Startups and growing companies, Business acquisition and transition planning
    What sets them apart
    • TEAM Financials focuses on strategic tax optimization and business growth rather than just number-crunching and compliance, helping clients align financial goals with tax efficiency.
    • Offers integrated services including tax preparation, bookkeeping, business consulting, acquisition support, and ongoing financial advisory to address all accounting needs in one firm.
    • Known for excellent communication, thorough analysis, and treating clients like family while providing expert guidance on complex financial decisions.
    CPA ServicesTax PreparationBusiness AccountingTax PlanningFinancial Advisory
    Phone(704) 412-4242
    TEAM Financials CPA
    Updated 5/25/26Learn More →
    84
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    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.9(596 Google reviews)

    Liberty Tax is a full-service tax preparation firm offering personal and business tax services to Charlotte residents and small business owners. As part of the Liberty Tax national franchise network, this Ashley Rd location combines professional expertise with accessible tax solutions, handling individual returns, business tax filings, and related tax planning services. They provide in-person consultations and appointment-based service to help clients navigate tax obligations efficiently.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual tax filers, small business owners, self-employed professionals, franchisees
    What sets them apart
    • Part of Liberty Tax, a nationally recognized franchise with established tax preparation expertise and standardized service quality.
    • Serves both individual tax filers and business owners, handling personal returns and business tax filings from a single convenient location.
    • Offers flexible appointment scheduling and extended hours to accommodate working professionals and business owners.
    Tax PreparationBusiness TaxesPersonal TaxesTax PlanningAccounting Services
    Phone(704) 413-0324
    Liberty Tax - Ashley Rd
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Kannapolis, NC
    Serves Kannapolis, NC and surrounding areas
    ★★★★★4.9(504 Google reviews)

    Liberty Tax is a full-service tax preparation firm offering personal and business tax services at their Kannapolis location. They provide comprehensive tax filing, planning, and consultation for individuals and businesses of all sizes. With a nationwide presence and local expertise, Liberty Tax helps clients navigate complex tax situations and maximize returns.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Small business owners, Self-employed individuals, Families with complex tax situations
    What sets them apart
    • Offers both personal and business tax preparation, allowing families and entrepreneurs to handle all tax needs in one location.
    • Liberty Tax provides expert consultation to help clients understand tax implications and develop tax strategies year-round.
    Tax PreparationBusiness TaxesPersonal TaxesTax Planning
    Phone(704) 935-5652
    Liberty Tax - N Cannon Blvd
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Concord, NC
    Serves Concord, NC and surrounding areas
    ★★★★★4.9(406 Google reviews)

    Jackson Hewitt Tax Service in Concord offers comprehensive tax preparation and filing services for individuals, self-employed workers, gig economy earners, and small business owners. Located inside Walmart at 150 Concord Commons Pl SW, their experienced Tax Pros specialize in maximizing refunds through expert deduction identification and handle everything from straightforward returns to complex situations like self-employment income, rental properties, and investments. They also provide refund advance loans (up to $3,500), amendment filing, IRS audit representation, tax planning consultation, and convenient drop-off service for busy schedules.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed and gig economy workers, small business owners, retirees, investors, military members, busy professionals needing drop-off service
    What sets them apart
    • Jackson Hewitt guarantees they'll identify all eligible deductions and credits to get your biggest refund, backed by their promise to refund preparation fees plus $100 if a larger federal refund is later discovered.
    • Drop off tax documents without waiting — Tax Pros handle the preparation and contact you for review and e-signing, perfect for busy schedules.
    • Tax Pros at this location specialize in self-employed, gig economy, military, clergy, farmer, and retirement income situations, plus crypto and investment reporting.
    Tax PreparationRefund AdvanceSelf-Employed TaxesIRS Audit HelpDrop-Off Service
    Phone(704) 266-3655
    Jackson Hewitt Tax Service - Concord Commons Pl SW
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Concord, NC
    Serves Concord, NC and surrounding areas
    ★★★★★4.9(389 Google reviews)

    Liberty Tax is a full-service tax preparation office offering personal and business tax services to Concord residents and surrounding areas. As part of the Liberty Tax® national network, this location provides expert tax filing, IRS representation, and year-round tax planning guidance. They help individuals and business owners navigate complex tax situations with professional, certified tax preparation services.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed business owners, individuals with complex tax situations, small business owners, families seeking professional tax guidance
    What sets them apart
    • Part of Liberty Tax®, a trusted national network with decades of tax preparation experience and expertise across personal and business tax situations.
    • Provides audit representation and defense services, helping clients navigate IRS communications and disputes with professional guidance.
    • Offers ongoing tax planning and consultation beyond annual filing, helping clients optimize their tax strategy and prepare for future years.
    Tax PreparationBusiness TaxesPersonal TaxesIRS Services
    Phone(704) 706-2613
    Liberty Tax - Concord Pkwy N
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.9(378 Google reviews)

    Liberty Tax is a tax preparation service offering comprehensive personal and business tax filing solutions. Located on Central Ave in Charlotte, this office provides expert tax preparation for individuals and businesses, with Spanish-speaking staff available to serve the community. Liberty Tax combines professional tax expertise with accessible service to help clients navigate federal and state tax requirements.

    Best for: Personal Tax Filing
    Ideal clients: Individual taxpayers, small business owners, Spanish-speaking families, busy professionals seeking expert tax preparation
    What sets them apart
    • The Charlotte Central Ave location offers Spanish-speaking tax preparation services to better serve the diverse community.
    • This office handles both individual tax returns and business tax filing, providing comprehensive tax solutions under one roof.
    Tax PreparationBusiness TaxesPersonal TaxesSpanish Speaking
    Phone(704) 870-0662
    Liberty Tax - Central Ave
    Updated 5/25/26Learn More →
    84
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.9(354 Google reviews)

    Liberty Tax is a national tax preparation service offering comprehensive personal and business tax filing solutions. Located at the University Pointe Boulevard office in Charlotte, they provide expert tax preparation, filing, and consultation services for individuals and businesses. Their experienced tax professionals help clients navigate complex tax situations and maximize deductions.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed business owners, individuals with complex tax situations, small business owners, working professionals
    What sets them apart
    • Offers comprehensive tax preparation for both individual and business tax returns, not just personal filings.
    • Staff provides expert guidance on tax deductions, credits, and strategies to optimize tax outcomes.
    • Online appointment booking available with flexible hours to accommodate busy schedules.
    Tax PreparationPersonal TaxesBusiness TaxesTax FilingCPA Services
    Phone(704) 594-4755
    Liberty Tax - University Pointe Blvd
    Updated 5/25/26Learn More →
    84
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and 12 states across the U.S.
    ★★★★★4.9(331 Google reviews)

    BeeTax Charlotte is a specialized tax and accounting firm serving Latino business owners and individuals with over 23 years of experience. Led by CFO Sorel Pérez, they offer comprehensive services including tax preparation, bookkeeping, payroll processing, business formation (LLC and corporations), and IRS representation. BeeTax specializes in supporting businesses with gross incomes over $500,000 annually across 12 states, combining bilingual expertise (Spanish/English), transparent communication, and strategic tax optimization to help clients build wealth and simplify complex financial decisions.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Latino business owners, self-employed professionals, companies with $500,000+ annual revenue, bilingual clients seeking Spanish-language accounting support
    What sets them apart
    • Led by CFO Sorel Pérez with deep expertise in tax and financial strategy, serving over 500 businesses with proven results and high client retention.
    • Specializes in serving Latino business owners and individuals with Spanish-speaking professionals who understand the specific financial and tax needs of their community.
    • Offers tax preparation, bookkeeping, payroll management, business formation, and IRS representation all under one roof, with particular strength serving businesses earning over $500,000 annually.
    Tax PreparationBookkeepingBilingualLatino-OwnedIRS Representation
    Phone(704) 569-1911
    BeeTax Charlotte - Latino Tax service
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Gastonia, NC
    Serves Gastonia, NC and surrounding areas
    ★★★★★4.9(328 Google reviews)

    Jackson Hewitt Tax Service in Gastonia is a full-service tax preparation office specializing in individual income tax filing, self-employed and gig-worker taxes, tax planning, and IRS representation. Their experienced Tax Pros handle everything from simple returns to complex situations including investments, rental properties, and clergy income, while offering convenient options like drop-off service and refund advances. They're open year-round to help with amendments, extensions, and tax questions.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed workers, gig economy drivers, investors, retirees, small business owners, clergy
    What sets them apart
    • Convenient drop-off service allows you to leave documents with a Tax Pro who handles the work and contacts you for review and e-signing—no need to return in person.
    • Access up to $3,500 via refund advance loans (December–April) so you don't have to wait weeks for your tax refund from the IRS.
    • Enrolled Agents and Tax Pros experienced with self-employed, gig economy (Lyft/Uber), rental property, cryptocurrency, and retirement income situations.
    Tax PreparationIndividual TaxesSelf-EmployedRefund AdvanceYear-Round Service
    Phone(704) 853-8030
    Jackson Hewitt Tax Service - Union Rd
    Updated 5/25/26Learn More →
    84
    Lantern
    Score
    Mooresville, NC
    Serves Mooresville, NC and surrounding Lake Norman area including Charlotte metro
    ★★★★★4.9(192 Google reviews)

    REH CPA, PLLC is a Mooresville-based accounting firm specializing in comprehensive financial services for small business owners and individuals. Led by senior-level CPAs, they offer bookkeeping, payroll processing, tax planning and preparation (both business and individual), CFO services, bill pay management, and wealth advisory. Known for professionalism and integrity, REH CPA positions itself as a one-stop-shop that builds lasting client relationships while helping businesses navigate complex financial and regulatory landscapes.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, entrepreneurs seeking CFO-level financial guidance
    What sets them apart
    • Led by experienced senior-level certified public accountants who provide professional guidance on complex tax and accounting matters for both businesses and individuals.
    • Offers a comprehensive suite including bookkeeping, payroll, CFO services, tax planning, bill pay management, and wealth advisory—eliminating the need for multiple vendors.
    • Known for clear monthly fees with no hidden charges, particularly for payroll processing and other recurring services.
    CPA ServicesTax PlanningBookkeepingPayroll ProcessingCFO Services
    Phone(704) 662-8249
    Reh Cpa, PLLC
    Updated 5/25/26Learn More →
    83
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and surrounding communities
    ★★★★★4.9(181 Google reviews)

    Perry G. Walker Accounting & Tax Service is an independent accounting firm in Charlotte specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. Led by experienced tax professionals, the firm provides comprehensive tax filing, audit representation, payroll services, and year-round accounting support to help clients maximize deductions and minimize tax liability. They offer both in-person and virtual consultations to serve clients throughout the Charlotte area.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business founders needing bookkeeping support
    What sets them apart
    • Provides customized tax planning and preparation tailored to individual and small business needs, not just routine filing.
    • Offers professional representation during IRS audits and disputes, protecting clients' interests with the tax authorities.
    • Available for ongoing bookkeeping, payroll management, and financial guidance beyond seasonal tax season.
    Tax PreparationAccounting ServicesBookkeepingSmall BusinessIRS Representation
    Perry G. Walker Accounting & Tax Service
    Updated 5/25/26Learn More →
    83
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and nationwide
    ★★★★★4.9(159 Google reviews)

    Sonic Tax is a national tax preparation and financial services company with a Charlotte location that specializes in individual tax preparation, maximizing tax refunds through expert knowledge of credits and deductions, and earned income tax credit optimization. They offer personalized tax strategies, real-time refund tracking, W2 retrieval assistance, and same-day tax refund cash advances up to $7,000. The company combines tax expertise with credit repair guidance to help clients achieve financial stability and long-term security.

    Best for: Personal Tax FilingRemote Clients
    Ideal clients: Individual tax filers seeking refund maximization, low-income earners qualifying for EITC, self-employed individuals, anyone needing immediate cash advances on tax refunds
    What sets them apart
    • Sonic Tax offers rapid tax refund cash advances up to $7,000 in as little as 45 minutes, providing immediate financial relief for clients who need funds quickly.
    • Recognized as a fastest-growing tax company in the US with an A+ Better Business Bureau rating and hundreds of reviews from all 50 states, demonstrating consistent quality and reliability.
    • Beyond tax prep, Sonic Tax integrates credit repair guidance and financial planning to help clients build long-term financial stability and achieve major life goals.
    Tax PreparationRefund MaximizationCash AdvancesCredit RepairEITC
    Phone(704) 256-8255
    Sonic Tax
    Updated 5/25/26Learn More →
    83
    Lantern
    Score
    Clover, SC
    Serves Clover, SC and surrounding areas
    ★★★★★4.9(139 Google reviews)

    Liberty Tax is a tax preparation and financial services firm offering comprehensive individual and business tax preparation services. Located in Clover, SC, this franchise location helps clients navigate personal and business tax filings, deductions, and compliance. Liberty Tax combines professional expertise with accessible tax solutions for both individuals and small business owners.

    Best for: Personal Tax Filing
    Ideal clients: Individual tax filers, Small business owners, Self-employed individuals seeking professional tax preparation
    What sets them apart
    • Part of Liberty Tax's national network, providing access to established tax expertise and resources while serving the local Clover community.
    • Handles individual tax returns and business tax preparation, making it a one-stop resource for household and small business owners.
    • In-person appointments available at the Clover location on Bethel Street, allowing face-to-face consultation for tax planning.
    Tax PreparationBusiness TaxesPersonal TaxesFinancial Services
    Phone(864) 492-1240
    Liberty Tax
    Updated 5/25/26Learn More →
    83
    Lantern
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    Charlotte, NC
    Serves Charlotte and Clinton, SC with multiple convenient locations
    ★★★★★4.9(130 Google reviews)

    Global Tax Solutions is a family-owned tax office in Charlotte, NC with over 10 years of experience specializing in personal and business tax preparation. They offer fast tax refunds (up to $7,000 same-day), W2 and 1099 processing, self-employed tax services, and year-round financial consulting beyond tax season. With three convenient locations and extended hours including weekends, they focus on maximizing refunds and providing quick, hassle-free service to individuals and business owners.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed individuals, W2 employees seeking fast refunds, small business owners, families wanting year-round tax support
    What sets them apart
    • Offer fast refund options available within 24 hours with multiple payout methods (check, card, or direct deposit), with most refunds processed in 8-10 days.
    • Family-owned firm with 10+ years experience that works extended hours including weekends and provides tax and financial services even after tax season ends.
    • Multiple Charlotte and Clinton locations with extended weekend and evening hours to serve working individuals and business owners.
    Tax PreparationFast RefundsBusiness TaxesFamily-OwnedYear-Round Service
    Phone(704) 644-2522
    Global Tax Solutions
    Updated 5/25/26Learn More →
    83
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    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.9(117 Google reviews)

    Hawkins Accounting and Tax Service in Charlotte provides comprehensive tax preparation, tax resolution, and accounting services for individuals and businesses. The firm helps clients minimize tax liability through strategic tax planning and monthly guidance on business strategies. They offer secure online account management, document storage, and collaboration tools to streamline the accounting process.

    Best for: Personal Tax FilingIRS IssuesRemote Clients
    Ideal clients: Individual tax filers, small business owners, self-employed professionals, business entities seeking tax resolution and planning
    What sets them apart
    • Clients receive a monthly newsletter with tax planning strategies and business tips to help them stay informed and reduce tax burden throughout the year.
    • Client login and document management system allows easy file sharing, collaboration, and secure storage of financial documents.
    Tax PreparationTax ResolutionAccounting ServicesTax Planning
    Phone(704) 509-2399
    Hawkins Accounting and Tax
    Updated 5/25/26Learn More →
    83
    Lantern
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    Charlotte, NC
    Serves Charlotte, NC and surrounding areas; also serves clients in California, South Carolina, Florida, Texas, and West Virginia
    ★★★★★4.9(109 Google reviews)

    Riad CPA, PC is a full-service certified public accounting firm in Charlotte with over two decades of experience serving small and mid-size businesses and high-net-worth individuals across multiple states. Led by owner Ragi Riad, the firm offers comprehensive services including tax preparation and planning, business accounting, audits and reviews, payroll services, business consulting, entity selection, and IRS representation. They provide flexible engagement options including in-office, on-site, and virtual consultations to meet client needs.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, mid-size companies, high-net-worth individuals, businesses needing tax planning and IRS representation
    What sets them apart
    • Over two decades of accounting and tax expertise consulting with small to mid-size companies and high-net-worth individuals across multiple states.
    • Comprehensive services from tax preparation and planning to business consulting, audits, payroll, and IRS representation under one roof.
    • Offers in-office, on-site, and virtual consultation options to accommodate client schedules and preferences.
    CPA CertifiedBusiness AccountingTax PlanningSmall BusinessCharlotte
    Ragi Riad, CPA
    Updated 5/25/26Learn More →
    83
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    Mint Hill, NC
    Serves Mint Hill, NC and surrounding Charlotte area
    ★★★★★5.0(38 Google reviews)

    Steven L. Gargano, CPA is a Mint Hill-based accounting firm specializing in small business accounting, tax preparation, and wealth management. Led by CPA Steven L. Gargano with over 20 years of experience, the firm offers customized bookkeeping, tax planning, QuickBooks accounting, and new business advisory services for both individuals and small to midsized businesses. They focus on forming long-standing professional relationships while helping clients reduce tax obligations and maximize financial planning.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization
    What sets them apart
    • Steven L. Gargano has over two decades of experience as a licensed CPA and small business advisor, providing expert guidance on tax strategy and business accounting.
    • Licensed as a CPA in both North Carolina and New York, with active membership in NCACPA and AICPA, ensuring compliance with professional standards.
    • Creates flexible, customized accounting packages tailored to each business's specific reporting requirements and financial needs.
    Small Business AccountingTax PreparationCPA FirmBookkeepingTax Planning
    Phone(631) 793-4509
    Steven L. Gargano, CPA
    Updated 5/25/26Learn More →
    83
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(37 Google reviews)

    Mark Rivera CPA, PLLC is a Charlotte-based accounting firm specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by a certified public accountant, the firm provides comprehensive tax planning, IRS representation, and ongoing accounting services to help clients minimize tax liability and maintain organized financial records. With a strong focus on personalized service and tax strategy, Mark Rivera CPA serves as a trusted financial advisor for both personal and business clients.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing bookkeeping support
    What sets them apart
    • Owned and operated by a certified public accountant, ensuring compliance and expert tax strategy for all clients.
    • Offers comprehensive accounting solutions for both personal tax returns and business financial management needs.
    • Provides professional representation in IRS audits and tax matters, giving clients expert advocacy and peace of mind.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingIRS Representation
    Mark Rivera CPA, PLLC
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC, Charlotte, NC, and surrounding areas
    ★★★★★5.0(33 Google reviews)

    Access Accounting Associates is a small business accounting and tax firm with 20 years of experience in corporate tax, accounting, and controllership. They provide comprehensive services including tax preparation and representation, financial reporting, bookkeeping, payroll services, business setup guidance, financial planning, budgeting, and IRS audit representation. Owner Mary Ann Castro specializes in helping small business owners reclaim time and money by outsourcing their accounting department while ensuring they receive maximum tax refunds and credits.

    Best for: Small BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, new business startups, companies needing outsourced accounting, businesses seeking tax strategy optimization
    What sets them apart
    • Owner Mary Ann Castro brings extensive background in corporate tax, accounting, and controllership to ensure accurate, personalized financial strategies.
    • Proactively identifies all available tax credits, deductions, and IRS updates to ensure small businesses receive every refund they're entitled to.
    • Eliminates payroll tax burdens, health insurance overhead, 401K matching, and workers compensation liability by serving as your external accounting department.
    Small Business AccountingTax PreparationFinancial ReportingBusiness SetupIRS Representation
    Phone(973) 769-4310
    AddressE Main St
    Access Accounting Associates, LLC
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Denver, NC
    Serves Denver, NC and surrounding Gaston County area
    ★★★★★5.0(30 Google reviews)

    Denver Tax Service is a family-owned tax firm specializing in tax preparation and bookkeeping for individuals and small businesses. They offer comprehensive services including personal tax preparation, business tax services, bookkeeping, identity theft restoration with Protection Plus coverage, and tax audit defense with up to $1,000,000 in IRS representation support. Their experienced team helps clients navigate tax compliance and financial management with personalized service.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed individuals, families seeking tax preparation, business owners needing bookkeeping services
    What sets them apart
    • Established as a family-owned business dedicated to personalized tax and bookkeeping services for individuals and small business owners in the local community.
    • All individual tax return clients receive complete access to expert tax audit defense with up to $1,000,000 in IRS representation services included with Protection Plus.
    • Comprehensive identity theft protection and restoration services with assigned Privacy Advocates to guide clients through recovery after an identity theft incident.
    Tax PreparationBookkeepingSmall BusinessIdentity Theft ProtectionTax Audit Defense
    Phone(704) 483-7127
    Denver Tax Services
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, North Carolina and surrounding areas
    ★★★★★5.0(27 Google reviews)

    Allied Tax & Accounting Consultants, LLC is a Charlotte-based firm of Enrolled Agents specializing in tax preparation, accounting, and financial consulting services. They serve individuals and businesses with comprehensive tax strategies, IRS representation, and accounting support through a secure, technology-enabled platform. Their enrolled agent credentials and focus on personalized client service make them a trusted choice for complex tax situations and ongoing financial guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Business owners needing tax strategy, individuals with complex tax situations, clients facing IRS audits or appeals, entrepreneurs seeking ongoing accounting support
    What sets them apart
    • Staff are Enrolled Agents, federally authorized to represent clients before the IRS in audits, appeals, and tax matters—a distinction that signals specialized expertise beyond standard tax preparation.
    • Uses CountingWorks technology infrastructure for encrypted file sharing, e-signature, appointment scheduling, and secure document handling, enabling convenient remote service delivery.
    • Offers direct IRS audit representation and tax defense services, not just preparation—valuable for clients facing complex tax issues or audit situations.
    Enrolled AgentsTax PreparationAccounting ServicesIRS RepresentationFinancial Consulting
    Phone(704) 676-1882
    Allied Tax & Accounting Consultants, LLC
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.9(47 Google reviews)

    BGW CPA, PLLC is a Charlotte-based accounting firm specializing in tax preparation, financial planning, and business consulting services. Led by experienced CPAs, they serve both individuals and businesses with comprehensive tax strategies, bookkeeping, payroll services, and IRS representation. Their focus on personalized service and proactive tax planning helps clients minimize tax liability and build long-term financial health.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking year-round tax strategy
    What sets them apart
    • All tax and accounting services are handled by certified public accountants with expertise in individual and business tax strategy.
    • Offers tax preparation, bookkeeping, payroll processing, and IRS representation under one roof, streamlining financial management for clients.
    • Goes beyond year-end filing with strategic planning to help clients reduce tax burden and optimize financial outcomes.
    CPA ServicesTax PreparationBusiness AccountingFinancial PlanningIRS Representation
    Phone(704) 552-0553
    Bgw Cpa, PLLC
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Concord, NC
    Serves Concord, NC and surrounding areas
    ★★★★★4.8(177 Google reviews)

    H&R Block is a leading tax preparation and accounting service offering individual and business tax preparation, filing, and representation services. Located in Concord, this franchise office provides comprehensive tax solutions including IRS audit representation, bookkeeping, and payroll services for both individuals and small businesses. With experienced tax professionals on staff, H&R Block helps clients maximize deductions and navigate complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Individual tax filers, small business owners, self-employed professionals, those needing IRS representation
    What sets them apart
    • Offers individual tax prep, business tax services, bookkeeping, payroll processing, and IRS audit representation all in one location.
    • Experienced tax professionals at the Concord Commons location provide personalized service for both simple and complex tax situations.
    • Combines tax preparation with ongoing bookkeeping and accounting support to help small business owners manage year-round financial needs.
    Tax PreparationAccountingIRS RepresentationBusiness TaxPayroll Services
    Phone(704) 786-1699
    H&R Block - Concord Commons Pl SW
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Concord, NC
    Serves Concord, NC and surrounding areas
    ★★★★★4.8(174 Google reviews)

    H&R Block at 815 Church St N in Concord provides comprehensive tax preparation and financial services for individuals and businesses. With decades of experience and IRS-certified tax professionals, they offer personalized tax filing, audit representation, and year-round tax planning to help clients maximize refunds and minimize tax liability. Their local team combines expert knowledge with accessible service to guide clients through complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Individual filers, small business owners, self-employed professionals, clients needing IRS audit representation
    What sets them apart
    • Staff includes enrolled agents and tax professionals authorized to represent clients before the IRS in audits and appeals.
    • Offers individual tax prep, business tax services, bookkeeping, payroll processing, and year-round tax planning in one location.
    • Combines the expertise and technology of H&R Block's national network with personalized service from local tax professionals.
    Tax PreparationIRS RepresentationBusiness TaxesFinancial ServicesTax Planning
    Phone(704) 786-1624
    H&R Block - Church St N
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.8(130 Google reviews)

    Tax Partners L&L Accounting & Tax Services is a Charlotte-based tax preparation and accounting firm specializing in individual and business tax filing, tax planning, and financial advisory services. Led by experienced tax professionals Lorena Watts and Lemuel Jones, they focus on maximizing client refunds, minimizing tax burden, and providing clear explanations throughout the process. The firm also offers tax advance services ($500-$7,000) to help clients access funds quickly during tax season.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers, Small business owners, Self-employed professionals, Anyone with complex or messy tax situations
    What sets them apart
    • Tax Partners actively works to identify deductions and strategies to maximize client refunds, with a focus on not leaving money on the table.
    • Led by knowledgeable tax professionals Lorena Watts and Lemuel Jones who take time to explain tax details and educate clients throughout the filing process.
    • Offers rapid tax advance loans ranging from $500-$7,000 to help clients access funds quickly without waiting for IRS processing.
    Tax PreparationAccounting ServicesBusiness TaxesTax PlanningFinancial Advisory
    Phone(980) 237-0669
    Tax Partners L&L Accounting & Tax Services
    Updated 5/25/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(25 Google reviews)

    All About Tax LLC is an accounting and tax services firm located in Charlotte, NC, specializing in tax preparation and financial consulting for individuals and businesses. With a focus on personalized service and comprehensive tax solutions, they help clients navigate complex tax situations and optimize their financial strategies. Their experienced team is dedicated to maximizing returns while ensuring compliance with all tax regulations.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, Self-employed individuals, Families seeking comprehensive tax planning
    What sets them apart
    • Handles both individual and business tax preparation, providing customized strategies to minimize tax liability and maximize returns.
    • Offers more than basic tax filing—provides guidance on overall financial planning and business growth strategies.
    Tax PreparationAccounting ServicesFinancial ConsultingBusiness TaxIndividual Tax
    Phone(704) 526-0401
    All About Tax LLC
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★4.8(116 Google reviews)

    Liberty Tax is a national tax preparation service offering comprehensive tax filing solutions for individuals and businesses at their Rock Hill location on E Main St. Their experienced tax professionals help clients navigate federal and state tax returns, maximize deductions, and optimize their financial outcomes. With a focus on personalized service and accurate filings, Liberty Tax serves both simple and complex tax situations.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers, Small business owners, Self-employed professionals, Those seeking audit representation
    What sets them apart
    • Knowledgeable tax preparers help clients understand deductions and credits applicable to their specific situations.
    • Handles both personal tax returns and business tax preparation, serving diverse client needs.
    • Conveniently located on E Main St in Rock Hill with direct access to tax professionals for personalized consultations.
    Tax PreparationIndividual TaxesBusiness TaxesIRS Representation
    Phone(803) 630-0309
    Liberty Tax - E Main St
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.8(113 Google reviews)

    Ross Tax & Accounting Co. is a Charlotte-based accounting firm providing comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. With a 4.8-star reputation backed by over a century of combined experience, they specialize in minimizing tax liability while ensuring compliance with current regulations. Their team handles everything from personal income tax returns to complex business accounting, payroll services, and IRS representation.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, companies seeking payroll management
    What sets them apart
    • Handles individual and business tax preparation, bookkeeping, payroll services, and IRS representation — providing one-stop financial management.
    • Team combines decades of accounting experience with up-to-date knowledge of tax codes and regulations to optimize returns and ensure compliance.
    • Focuses on identifying deductions, credits, and strategies that minimize what clients owe while staying fully compliant with IRS requirements.
    Tax PreparationAccounting ServicesBookkeepingBusiness TaxesFinancial Consulting
    Phone(704) 341-9611
    Ross Tax & Accounting Co.
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★5.0(24 Google reviews)

    Peeler and Associates, LLC is an accounting and financial consulting firm based in Rock Hill, SC, serving businesses and individuals throughout the region. They provide comprehensive tax preparation, bookkeeping, payroll services, and financial consulting to help clients manage their finances effectively. With a focus on personalized service and expertise, they work with both corporate and individual clients to optimize their financial strategies.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small to mid-sized business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Offers integrated accounting, tax preparation, bookkeeping, and payroll services in one firm, eliminating the need for multiple providers.
    • Serves both corporate clients and individual taxpayers, providing specialized knowledge for different financial situations and compliance needs.
    • Based in Rock Hill with deep community roots, offering direct access to accountants who understand local business dynamics.
    AccountingTax PreparationBookkeepingFinancial ConsultingPayroll Services
    Phone(803) 971-4005
    Peeler and Associates, LLC
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Gastonia, NC
    Serves Gastonia, NC and surrounding areas
    ★★★★★5.0(24 Google reviews)

    Storey's Tax Service is an independent accounting firm in Gastonia, NC specializing in tax planning, bookkeeping, and accounting services for small businesses and individuals. Led by Chris Storey, the firm helps clients with federal and state tax forms, company structure decisions, startup services, and ongoing bookkeeping support. They emphasize staying current with tax laws and regulations to ensure the best possible tax outcomes for their clients.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, startups, self-employed individuals, business owners seeking tax planning strategy
    What sets them apart
    • The firm regularly studies new tax laws and takes continuing education classes to stay current on the latest regulations, techniques, and opportunities in the field.
    • Offers comprehensive startup services including company structure guidance, federal and state tax ID applications, and initial bookkeeping setup for new businesses.
    • Takes a proactive approach to tax planning before businesses launch, aligning strategies with individual business goals and objectives.
    Tax PlanningBookkeepingBusiness AccountingStartup ServicesTax Preparation
    Phone(704) 865-0210
    Storey's Tax Service
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.8(83 Google reviews)

    TurboTax FreeMore West is a local tax preparation office in Charlotte offering expert tax filing services for individuals and businesses. Their experienced tax professionals handle everything from W-2s and self-employment income to business taxes, investment income, and rental properties—either in-person at their Charlotte location or online. They provide personalized guidance with a 100% accuracy guarantee, year-round expert support at no extra cost, and competitive pricing starting at $129.

    Best for: Personal Tax FilingRemote Clients
    Ideal clients: Self-employed individuals, business owners, retirees with complex income, families with dependents and investment income
    What sets them apart
    • Matched with a dedicated tax professional based on your specific situation who handles your entire return from start to finish, with year-round access to the same expert at no extra cost.
    • Every tax return is backed by a lifetime guarantee covering accurate calculations, audit support, and your maximum refund—or TurboTax will pay any IRS penalties.
    • Meet with your tax expert in-person at the Charlotte office or work entirely online, with extended hours Monday-Sunday for convenient scheduling.
    Tax PreparationIndividual TaxesBusiness TaxesExpert GuidanceLocal Tax Pros
    TurboTax - FreeMore West, Charlotte
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, NC and surrounding communities
    ★★★★★4.8(82 Google reviews)

    Block Advisors is a tax preparation and accounting firm serving Charlotte and surrounding areas. They specialize in individual and business tax preparation, bookkeeping, payroll services, and financial consulting. Whether you're a self-employed professional, small business owner, or individual filer, Block Advisors provides comprehensive tax and accounting solutions with CPA-certified professionals.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Self-employed individuals, small business owners, families needing comprehensive tax planning, business owners requiring payroll and bookkeeping support
    What sets them apart
    • Staff includes certified public accountants qualified to handle complex tax situations and provide authoritative financial guidance.
    • Beyond tax prep, they offer bookkeeping, payroll processing, and business tax services to manage your complete financial needs in one place.
    • Based in Charlotte with in-person appointments available, providing personalized service and local tax expertise for North Carolina residents and businesses.
    Tax PreparationAccountingBookkeepingPayroll ServicesBusiness Tax
    Phone(704) 522-9600
    Block Advisors
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, Monroe, Southern Pines (NC), and Clinton (MD)
    ★★★★★4.8(76 Google reviews)

    Judith's Tax Solutions is a bilingual tax preparation and accounting firm serving individuals and businesses across North Carolina and Maryland. Founded by Judith with over 23 years of experience, they specialize in individual and corporate tax returns, ITIN applications and renewals, bookkeeping, payroll services, and comprehensive tax planning. They serve over 100 companies and complete 1,600+ tax returns annually, focusing on maximizing deductions and simplifying financial management for Spanish-speaking and English-speaking clients.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Self-employed individuals, small business owners, Spanish-speaking taxpayers, immigrants seeking ITIN documents, freelancers and contractors
    What sets them apart
    • Judith's Tax Solutions brings over two decades of specialized experience in individual and corporate tax preparation, with a track record of completing 1,600+ returns annually and serving 100+ registered businesses.
    • Fluent in Spanish and English, they provide full tax preparation, ITIN services, and accounting support tailored to immigrant and Hispanic business communities throughout the Carolinas and Maryland.
    • They are officially authorized by the IRS to obtain and renew ITIN documents, making it easy for clients to secure this critical identification for banking, loans, and homeownership without surrendering their passport.
    Tax PreparationAccountingBilingualITINBusiness Services
    Phone(910) 488-2239
    JUDITH'S Tax Solutions - SERVITAX NC
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Fort Mill, SC
    Serves Fort Mill, SC and surrounding areas
    ★★★★★5.0(20 Google reviews)

    NewtonCPA, PLLC is an independent accounting firm in Fort Mill offering comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. With a 5-star reputation built on 20 client reviews, they provide personalized guidance on tax strategy, compliance, and financial planning. Founded by CPAs committed to detail and client relationships, NewtonCPA serves the Fort Mill area with hands-on expertise.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals seeking personalized tax strategy
    What sets them apart
    • Founded and staffed by certified CPAs who bring professional expertise and compliance knowledge to every client engagement.
    • Handles personal tax returns, business tax preparation, bookkeeping, and financial consulting under one roof.
    • An independent firm focused on building relationships with Fort Mill clients rather than operating as a corporate chain.
    CPA ServicesTax PreparationBookkeepingFort MillBusiness Accounting
    Phone(803) 810-0824
    NewtonCPA, PLLC
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte, North Carolina and surrounding areas
    ★★★★★4.8(57 Google reviews)

    Penaherrera Accounting Tax Solutions is an independent accounting firm in Charlotte specializing in tax preparation, business accounting, and financial consulting. The firm serves both individuals and businesses, helping clients navigate tax compliance, maximize deductions, and build sound financial strategies. With a focus on personalized service and deep tax expertise, they help clients understand their financial position and make informed decisions.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals seeking personalized tax strategy, businesses needing ongoing accounting support
    What sets them apart
    • Serves both personal and business clients with comprehensive tax preparation and year-round accounting support, not just seasonal filing.
    • Goes beyond tax filing to provide financial consulting and strategic tax planning to help clients keep more of what they earn.
    Tax PreparationBusiness AccountingFinancial ConsultingIRS Representation
    Phone(704) 889-0305
    Penaherrera Accounting Tax Solutions
    Updated 5/25/26Learn More →
    81
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★4.8(55 Google reviews)

    B & G Tax is an accounting firm in Rock Hill specializing in tax preparation and financial services for individuals and businesses. With a 4.8-star rating from customers, they provide comprehensive tax planning, preparation, and advisory services to help clients minimize tax liability and optimize their financial strategy.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization
    What sets them apart
    • Handles both individual and business tax preparation with specialized expertise in tax planning and optimization strategies.
    • Established Rock Hill-based firm with deep knowledge of South Carolina tax requirements and local financial considerations.
    Tax PreparationAccounting ServicesFinancial PlanningBusiness Tax
    Phone(803) 366-7493
    B & G Tax
    Updated 5/25/26Learn More →
    80
    Lantern
    Score
    Indian Trail, NC
    Serves Indian Trail, NC and surrounding areas
    ★★★★★4.9(28 Google reviews)

    Carlini CPA, PLLC is a full-service accounting firm in Indian Trail, NC offering comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for individuals and businesses. Led by experienced CPA professionals, they specialize in personalized tax strategies and IRS representation to help clients minimize tax liability and streamline their financial operations. Their client-focused approach and attention to detail have earned them a reputation for reliable, knowledgeable financial guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small to mid-size business owners, Self-employed professionals, Individuals seeking tax optimization, Companies needing payroll services
    What sets them apart
    • Led by certified public accountants with specialized knowledge in tax law and financial strategy, ensuring clients receive professional-grade guidance tailored to their specific situation.
    • Offers tax preparation, bookkeeping, payroll processing, and financial consulting under one roof, simplifying financial management for busy business owners and individuals.
    • Provides audit representation and IRS negotiation services, giving clients expert advocacy during tax disputes or audits.
    CPA ServicesTax PreparationBookkeepingFinancial ConsultingBusiness Accounting
    Phone(704) 604-2613
    AddressCreft Cir
    Carlini Cpa, PLLC
    Updated 5/25/26Learn More →
    80
    Lantern
    Score
    Rock Hill, SC
    Serves Rock Hill, SC and surrounding areas
    ★★★★★5.0(19 Google reviews)

    BMA Tax Services in Rock Hill provides comprehensive tax preparation and accounting services for individuals and businesses. With a perfect 5-star rating, they specialize in helping clients navigate tax planning, filing, and financial management. Their experienced team delivers personalized solutions tailored to each client's unique financial situation.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, Self-employed professionals, Individuals seeking tax optimization
    What sets them apart
    • BMA Tax Services takes time to understand each client's financial situation and develops customized tax strategies to minimize liability and maximize returns.
    • The team combines expertise in individual and business tax preparation with a commitment to staying current with evolving tax laws and regulations.
    Tax PreparationAccountingBusiness ServicesFinancial Planning
    Phone(803) 324-1040
    BMA Tax Services
    Updated 5/25/26Learn More →
    80
    Lantern
    Score
    Charlotte, NC
    Serves Charlotte and surrounding North Carolina areas
    ★★★★★5.0(18 Google reviews)

    Pai CPA, PLLC is a Charlotte-based accounting firm providing comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. Led by experienced CPAs, they specialize in tax strategy, IRS representation, and payroll services tailored to help clients minimize tax liability and optimize financial management. Their personalized approach focuses on understanding each client's unique situation to deliver strategic financial guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners needing payroll services
    What sets them apart
    • Led by certified CPAs with expertise in tax strategy and financial planning for both individuals and businesses.
    • Offers tax preparation, IRS representation, payroll services, and bookkeeping all under one roof for streamlined financial management.
    • Takes time to understand each client's specific financial goals and situation to deliver tailored tax and accounting solutions.
    Tax PreparationCPA ServicesBookkeepingBusiness AccountingTax Strategy
    Phone(704) 457-0006
    Pai CPA, PLLC
    Updated 5/25/26Learn More →