Areas served: Charlotte, NC and surrounding Mecklenburg County
Charlotte's accounting and tax service landscape includes national firms with regional offices in South End and Uptown, mid-sized practices serving the corridor's growing financial services sector, and specialized providers focusing on areas like international taxation and real estate accounting. The directory covers CPAs, enrolled agents, tax preparation services, and full-service accounting firms operating across Mecklenburg County. Providers are evaluated based on credentials, service offerings, industry specializations, technology platforms, and fee structures to help you identify appropriate professional support for individual or business accounting needs.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Jackson Hewitt Tax Service in Charlotte offers professional tax preparation and filing services for individuals and businesses. Located on N Tryon Street, this office provides expert guidance on tax returns, deductions, and tax planning strategies. Whether you're a first-time filer or have complex tax situations, their experienced tax professionals help maximize refunds and ensure accurate, timely filing.
REH CPA is a Charlotte-based accounting firm providing bookkeeping, tax planning, and CFO-level financial services for both individuals and businesses. Their approach focuses on proactive financial management, offering clients visibility into their numbers and strategic guidance as their finances grow more complex. They serve clients seeking a financial partner for long-term planning rather than reactive year-end assistance.
Fisher, P.A. is a CPA firm in Charlotte providing comprehensive accounting and tax services to individuals and businesses. Led by certified public accountants, they offer tax preparation, business accounting, payroll services, and financial consulting tailored to their clients' needs.
MSL CPA PLLC is a Charlotte-based accounting firm specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by experienced CPAs, they provide comprehensive tax strategy, IRS representation, and payroll services to help clients maximize deductions and ensure compliance. Their personalized approach and attention to detail have earned them strong client loyalty.
James Young CPA is an independent accounting and tax preparation firm serving Charlotte and the surrounding Piedmont region. With expertise in individual and business tax services, bookkeeping, and financial consulting, James Young CPA helps clients navigate complex tax situations and optimize their financial strategies. Known for personalized service and attention to detail, they serve both individual filers and business owners seeking professional guidance.
Scott Boyar, CPA, PLLC is a Charlotte-based accounting firm specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by CPA Scott Boyar, the firm provides comprehensive tax planning strategies, IRS representation, and ongoing financial management to help clients optimize their tax position and financial health. They serve a range of clients from small business owners to individuals seeking personalized tax and accounting services.
Welch CPA, PLLC is a certified public accounting firm serving the Charlotte area, offering comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. Led by Ken Welch, a CPA, the firm specializes in helping clients navigate complex tax situations and optimize their financial strategies. They provide personalized service with a focus on understanding each client's unique needs.
MND Accounting is a Charlotte-based accounting firm offering comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. The team provides personalized accounting solutions designed to optimize tax efficiency and streamline financial operations. They serve clients across the Charlotte area with a focus on personalized service and practical financial guidance.
H&R Block's Charlotte location on N Graham St provides comprehensive tax preparation services for individuals and businesses, backed by professional tax expertise and IRS representation support. Whether you're filing a simple return or navigating complex deductions, their experienced tax professionals help you maximize refunds and minimize liability. H&R Block also offers year-round bookkeeping, payroll services, and financial consultations to support your tax planning.
K & M Accounting and Tax Services L.L.C. is a full-service accounting firm in Charlotte specializing in comprehensive tax preparation, bookkeeping, payroll services, and business consulting. The firm serves both individual and business clients with a focus on tax optimization, compliance, and financial management. Their experienced team helps clients navigate complex tax situations and develop strategies to minimize tax liability.
More Money Matters is an accounting and financial consulting firm in Charlotte specializing in tax preparation, bookkeeping, and business financial services. The firm helps individuals and small business owners manage their finances, minimize tax liability, and plan for growth through comprehensive accounting solutions and strategic financial guidance.
Carolina Accounting & Tax Service, PLLC, led by CPA Richard A. Beauchemin, provides comprehensive accounting and tax services for individuals and businesses in the Charlotte area. The firm specializes in tax preparation, accounting, bookkeeping, payroll services, and IRS representation, offering personalized financial guidance to help clients optimize their tax strategies and maintain accurate financial records. With a CPA at the helm, they deliver professional expertise and detailed attention to client financial needs.
Basta+Croop is a Charlotte-based accounting and financial consulting firm specializing in tax preparation, bookkeeping, and business financial strategy. They serve both individual and business clients with personalized tax planning and accounting solutions designed to optimize financial outcomes. Their team combines accounting expertise with financial consulting to help clients navigate complex tax situations and build sustainable financial practices.
US Tax Express is an accounting and tax preparation firm located in Charlotte, NC, offering comprehensive tax services for individuals and businesses. They provide tax preparation, filing, and representation services with a focus on personalized tax planning and compliance. Their experienced team helps clients navigate complex tax situations and maximize deductions.
Elliott Davis LLC is a Charlotte-based accounting and business advisory firm offering comprehensive tax preparation, accounting, and financial services for individuals and businesses. With expertise in tax strategy, bookkeeping, payroll services, and business consulting, they help clients optimize their financial position and navigate complex tax situations. Their professional team delivers personalized service designed to support business growth and individual financial planning.
H&R Block's South Blvd location in Charlotte provides comprehensive tax preparation services for individuals and businesses. Their experienced tax professionals handle federal and state income tax returns, along with tax planning and IRS representation. They offer both in-person and virtual tax preparation options to accommodate Charlotte-area residents and business owners.
Steven M. Stell Certified Public Accountants is a Charlotte-based accounting firm specializing in tax preparation, bookkeeping, and financial consulting services for individuals and businesses. Led by CPA Steven M. Stell, the firm provides comprehensive tax strategy, audit representation, and payroll services to help clients optimize their financial position and ensure compliance. The firm is known for personalized attention and detailed financial planning tailored to each client's unique situation.
Smith CPA Consulting PLLC provides comprehensive tax preparation and CFO advisory services for businesses and individuals in Charlotte. Led by experienced CPAs, the firm specializes in tax strategy, financial planning, and business accounting to help clients optimize their financial position and navigate complex tax situations.
Webtax is an accounting and tax services firm in Charlotte offering comprehensive tax preparation, bookkeeping, and financial consulting for individuals and businesses. With a focus on personalized service and local expertise, they help clients navigate complex tax situations and optimize their financial strategies.
Paramount Tax & Accounting - Charlotte is the top-ranked provider in Charlotte with a Lantern Score of 85.12/100 and 5★ rating from 163 reviews. They specialize in comprehensive tax preparation, bookkeeping, payroll services, and financial planning for small business owners, self-employed individuals, 1099 contractors, and corporations.
BeeTax Charlotte (Lantern Score 83.79/100, 4.9★) and Accounting Multiservices (Lantern Score 84.34/100, 5★) both offer specialized bilingual services. BeeTax Charlotte has over 23 years of experience serving Latino business owners with $500,000+ annual revenue, while Accounting Multiservices provides bilingual tax preparation, bookkeeping, and payroll services for bilingual households and immigrant clients.
TEAM Financials CPA (Lantern Score 83.97/100, 5★) specializes in tax strategy and growth planning for business owners, startups, and growing companies. They also offer business acquisition and transition planning services led by experienced professionals like Kingsley Ifedi.
Global Tax Solutions (Lantern Score 83.24/100, 4.9★) specializes in fast tax refunds up to $7,000 same-day and serves self-employed individuals, W2 employees, and small business owners. Sonic Tax (Lantern Score 83.40/100, 4.9★) also focuses on maximizing tax refunds and offers immediate cash advances on tax refunds for low-income earners qualifying for EITC.
TEAM Financials CPA (Lantern Score 83.97/100, 5★) specializes in tax strategy and CFO-level services for startups and growing companies, while REH CPA (Lantern Score 79.65/100, 5★) provides CFO-level financial services and proactive financial management for growing businesses and successful individuals.
None of the 37 accounting and tax firms in Charlotte have weekend hours available. All firms operate on weekday-only schedules, so plan your tax and accounting appointments during regular business hours Monday through Friday.