Best Accounting & Tax in Concord, North Carolina

    Areas served: Concord, NC and surrounding Cabarrus County

    25 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 21, 2026

    Concord's accounting and tax service landscape includes established CPA firms, specialized tax advisors, and bookkeeping professionals serving both individuals and businesses throughout Cabarrus County. The area's mix of manufacturing, healthcare, and retail businesses, combined with NASCAR-related commerce at Charlotte Motor Speedway, creates demand for diverse accounting expertise from payroll management to complex business tax planning. Local providers range from multi-generational family practices to technology-forward firms offering cloud-based solutions.

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    85
    Lantern
    Score
    Charlotte, NC · 20 mi from Concord
    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 4/21/26Learn More →
    85
    Lantern
    Score
    Matthews, NC · 22 mi from Concord
    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 4/21/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC · 24 mi from Concord
    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 4/21/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC · 15 mi from Concord
    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 4/21/26Learn More →
    84
    Lantern
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    Kannapolis, NC · 8 mi from Concord
    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 4/21/26Learn 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 4/21/26Learn More →
    84
    Lantern
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    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 4/21/26Learn More →
    84
    Lantern
    Score
    Charlotte, NC · 9 mi from Concord
    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 4/21/26Learn More →
    84
    Lantern
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    Charlotte, NC · 15 mi from Concord
    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 4/21/26Learn More →
    84
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    Mooresville, NC · 19 mi from Concord
    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 4/21/26Learn More →
    83
    Lantern
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    Charlotte, NC · 7 mi from Concord
    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 4/21/26Learn More →
    83
    Lantern
    Score
    Charlotte, NC · 9 mi from Concord
    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 4/21/26Learn More →
    83
    Lantern
    Score
    Charlotte, NC · 15 mi from Concord
    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 4/21/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC · 17 mi from Concord
    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 4/21/26Learn More →
    82
    Lantern
    Score
    Charlotte, NC · 24 mi from Concord
    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 4/21/26Learn 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 4/21/26Learn 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 4/21/26Learn More →
    81
    Lantern
    Score
    Charlotte, NC · 24 mi from Concord
    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 4/21/26Learn More →
    80
    Lantern
    Score
    Indian Trail, NC · 21 mi from Concord
    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 4/21/26Learn More →
    80
    Lantern
    Score
    Charlotte, NC · 18 mi from Concord
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.7(96 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking year-round tax planning and bookkeeping support
    What sets them apart
    • Fisher, P.A. is led by certified public accountants with expertise in tax strategy and business accounting, ensuring clients receive professional guidance backed by industry credentials.
    • Beyond tax preparation, they provide bookkeeping, payroll services, and financial consulting to address the full range of accounting needs for individuals and business owners.
    CPA FirmTax PreparationBusiness AccountingFinancial ServicesCharlotte
    Phone(704) 332-7800
    Fisher, P.A. A CPA Firm
    Updated 4/21/26Learn More →
    79
    Lantern
    Score
    Harrisburg, NC · 5 mi from Concord
    Serves Harrisburg, NC and surrounding areas
    ★★★★★4.9(94 Google reviews)

    Liberty Tax is a franchise tax preparation service offering personal and business tax filing, bookkeeping services, and tax consultation. Located in Harrisburg, NC, they provide professional tax preparation assistance for individuals and business owners, with Spanish-speaking staff available and flexible appointment scheduling.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Individual taxpayers, Small business owners, Self-employed professionals, Bilingual/Spanish-speaking clients
    What sets them apart
    • Part of Liberty Tax, a nationwide network with established tax preparation protocols and resources for complex returns.
    • Spanish-speaking staff available to serve diverse clientele and ensure clear communication during tax preparation.
    • Handles personal taxes, business taxes, and ongoing bookkeeping services in one location for streamlined tax and financial management.
    Tax PreparationBusiness TaxesBookkeepingPersonal TaxesTax Services
    Phone(704) 455-4443
    Liberty Tax - B State Hwy 49
    Updated 4/21/26Learn More →
    79
    Lantern
    Score
    Charlotte, NC · 18 mi from Concord
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(35 Google reviews)

    Stephanie's Tax and Financial Services LLC is an independent accounting firm in Charlotte specializing in tax preparation and financial planning for individuals and small businesses. Founded on personalized service and attention to detail, they help clients navigate complex tax situations and develop financial strategies tailored to their specific goals.

    Best for: Personal Tax Filing
    Ideal clients: Individual taxpayers, Small business owners, Self-employed professionals, Those seeking integrated tax and financial planning
    What sets them apart
    • Stephanie's Tax and Financial Services focuses on understanding each client's unique financial situation rather than using a one-size-fits-all approach.
    • As an independent firm, they offer customized strategies without the constraints of large corporate accounting chains.
    Tax PreparationFinancial PlanningAccountingSmall BusinessCharlotte
    Phone(704) 299-4579
    Stephanie's Tax and Financial Services LLC
    Updated 4/21/26Learn More →
    78
    Lantern
    Score
    Charlotte, NC · 18 mi from Concord
    Serves Charlotte, NC and surrounding areas
    ★★★★★5.0(27 Google reviews)

    David Love, CPA is an independent certified public accountant based in Charlotte serving individuals and businesses with tax preparation, accounting, and financial consulting. With expertise in tax strategy, bookkeeping, and IRS representation, David Love provides personalized accounting solutions tailored to each client's financial goals and situation.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals seeking tax optimization strategies
    What sets them apart
    • Licensed CPA with expertise in tax strategy and compliance for both individuals and businesses.
    • Tailored accounting and tax solutions designed around your specific financial situation and long-term goals.
    • Provides audit representation and IRS correspondence services for clients facing tax issues.
    Tax PreparationCPA ServicesAccountingFinancial ConsultingBusiness Tax
    Phone(704) 688-5995
    David Love, CPA
    Updated 4/21/26Learn More →
    78
    Lantern
    Score
    Charlotte, NC · 26 mi from Concord
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.6(71 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing ongoing accounting support
    What sets them apart
    • Handles both personal and business tax returns, from simple individual filings to complex business structures and self-employment situations.
    • Offers integrated payroll processing and bookkeeping services, streamlining accounting operations for small to mid-sized businesses.
    • Charlotte-based firm with deep understanding of local business landscape and North Carolina tax regulations.
    Tax PreparationBookkeepingPayroll ServicesBusiness AccountingTax Planning
    Phone(704) 502-3960
    K & M Accounting and Tax Services L.L.C.
    Updated 4/21/26Learn More →
    76
    Lantern
    Score
    Charlotte, NC · 16 mi from Concord
    Serves Charlotte, NC and surrounding areas
    ★★★★★4.5(70 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Combines tax preparation with broader financial consulting to help clients reduce tax liability and plan for long-term financial goals.
    • Works with both individual and business clients to provide customized accounting solutions rather than one-size-fits-all approaches.
    • Based in Charlotte with deep knowledge of North Carolina tax regulations and local business practices.
    Tax PreparationAccounting ServicesBusiness FinanceFinancial ConsultingBookkeeping
    Phone(704) 270-5966
    Basta+Croop
    Updated 4/21/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked accounting and tax service near Concord, NC?

    Paramount Tax & Accounting in Charlotte is the top-ranked provider with a Lantern Score of 85.12/100 and a 5-star rating from 163 reviews. They specialize in comprehensive tax preparation, bookkeeping, payroll services, and financial planning for small business owners, self-employed individuals, and corporations.

    Which tax services in the Concord area are best for restaurant owners and real estate investors?

    J Y Tax and Accounting Services (Lantern Score: 84.91/100) specializes in serving restaurant operators and real estate investors across the Charlotte area. They offer multi-faceted financial advisory services tailored to help these business types optimize their tax situations.

    What accounting firms near Concord offer year-round tax strategy services?

    Providence Consulting CPA (Lantern Score: 84.44/100) and TEAM Financials CPA (Lantern Score: 83.97/100) both offer year-round tax strategy services. Providence Consulting is ideal for individuals and businesses with complex tax situations, while TEAM Financials specializes in tax strategy and growth planning for business owners and startups.

    Which tax preparation services in Concord serve gig economy and self-employed workers?

    Jackson Hewitt Tax Service at Concord Commons (Lantern Score: 83.85/100, 4.9★ from 406 reviews) specifically serves gig economy earners and self-employed workers with convenient drop-off service. Liberty Tax also has multiple Concord locations and specializes in serving self-employed and independent contractors.

    Are there specialized tax services for Latino business owners in the Concord area?

    BeeTax Charlotte (Lantern Score: 83.79/100, 4.9★ from 331 reviews) is a specialized firm serving Latino business owners and bilingual clients with over 23 years of experience. Led by CFO Sorel Pérez, they provide Spanish-language accounting support and tax services for companies with $500,000+ annual revenue.

    Which accounting firms offer IRS representation and tax resolution services?

    Allied Tax & Accounting Consultants, LLC (Lantern Score: 81.80/100, 5★) specializes in tax resolution and IRS audits, while H&R Block locations at Concord Commons (Lantern Score: 81.78/100) and Church St N (Lantern Score: 81.76/100) both provide IRS representation services with IRS-certified professionals.

    This directory of accounting & tax local businesses serving Concord, NC is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 21, 2026. To claim or update a listing, contact us.