Find a tax preparation services in Charlotte, NC

Find tax preparation services in Charlotte, NC

Find tax preparation services in Charlotte, NC

Confirm your location to see the best tax preparation services near you.
Zip code

Find tax preparation services in Charlotte, NC

Confirm your location to see the best tax preparation services near you.
Zip code

Top 10 tax preparation services in Charlotte, NC

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
Thrive Mobile Bookkeeping & Tax Prep Services

Thrive Mobile Bookkeeping & Tax Prep Services

5.0(4)
6+ years in business
Serves Charlotte, NC & Online
-Clay B. says, "Joyce has been taking care of our taxes for 10+ Years!! From the military moving my family to different states, to starting my first business!! She has taken care of us, took the time to educate and help us learn how to properly secure our bookkeeping and taxes!! Great prices and great people!! So glad she has her on firm and she will be always be my go to!! I highly recommend her to anyone. " Read more
The Tax Lady

The Tax Lady

4.0(2)
2 hires on Thervo
19+ years in business
Serves Charlotte, NC & Online
Naomi M. says, "Everything about her is perfect " Read more
B & M TAXE SERVICE

B & M TAXE SERVICE

12+ years in business
Serves Charlotte, NC & Online
Welcome to Ziprefund, your trusted partner in financial services located in Connelly Springs, NC. With a dedicated team of experienced professionals, we specialize in comprehensive legal document preparation, business and individual tax preparation, and efficient payroll services. Our personalized approach ensures that every client receives tailored solutions to meet their unique financial needs. At Ziprefund, we are committed to delivering accuracy, efficiency, and a seamless experience, empowering you to focus on what truly matters. Let us handle your financial intricacies with expertise and care. Download the app Tax to go
DL Morehead Enterprises LLC

DL Morehead Enterprises LLC

5.0(1)
2 hires on Thervo
10+ years in business
Serves Charlotte, NC & Online
MJ says, "It was awesome I've never been so happy and doing this this company would recommend it to anyone" Read more
MT&B

MT&B

Serves Charlotte, NC & Online
I enjoy helping people to understand they tax needs. Breaking things down to better assist and help them stay organized and on top of new tax laws. Just over all helping people
Best Dynasty

Best Dynasty

4.9Exceptional(10)
3 hires on Thervo
6+ years in business
Serves Charlotte, NC & Online
Kisha W. says, "She was so thorough and pleasant " Read more
Ragi Riad CPA

Ragi Riad CPA

5.0Exceptional(6)
10+ years in business
Serves Charlotte, NC & Online
Mike L. says, "Ragi is excellent and is very thorough. I've worked with him the last 2 years, working with my S Corp and personal taxes in multiple states." Read more
Pino 🌲 CPA, PLLC

Pino 🌲 CPA, PLLC

5.0Exceptional(6)
14+ years in business
Serves Charlotte, NC & Online
W. Corey M. says, "Very professional and responsive. Did a great job addressing any questions or concerns. Looking forward to working with her and her team again in the future." Read more
EM Corporate Solutions LLC

EM Corporate Solutions LLC

7+ years in business
Serves Charlotte, NC & Online
We provide world-class bookkeeping, payroll, and tax reduction strategy services for small business owners and high-net individuals. File Now! Pay Later! $0 Out of Pocket Today! Nobody Delivers More Value Than Us...Period! Help my clients achieve their dreams.
Spartan Financial Management Inc.

Spartan Financial Management Inc.

5.0(1)
42+ years in business
Serves Charlotte, NC & Online
LaVonda T. says, "My experience was wonderful! Mr. Alexander is very knowledgeable and willing to help. Also ensuring quality service!!! " Read more

Your tax preparation questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much does tax preparation cost?

Professional tax preparation costs $100 to $500 per return on average, with most individuals spending about $220. While your geographical location may impact the fees, the biggest factors affecting the cost of your tax preparation are the complexity of your tax return and the type of professional you hire. Certified public accountants (CPAs) and tax attorneys typically charge more than Enrolled Agents or non-credentialed seasonal tax professionals.

Is it worth it to pay for tax preparation?

Paying a CPA or tax preparer to do your taxes may be worth it if you have a complex return or have new items or calculations on your taxes that you are not familiar with. If you run a business, buy a house, manage multiple properties, or do anything requiring more than a simple tax return, professional tax preparation can save you time, ensure the return is done correctly, and protect you in the event of an audit or issue.

What is a tax preparer?

A tax preparer is a professional who prepares and files income tax returns for individuals or businesses. While all tax preparers have a preparer tax identification number (PTIN), they have varying levels of education and credentials. The list below includes professionals who can prepare your taxes and represent you in front of the IRS if needed for audits, appeals, or anything related to your return.

  • Enrolled Agent (EA) – An EA is certified by the IRS and can prepare taxes anywhere in the United States.
  • Certified Public Accountant (CPA) – A CPA has education and licensing through the state in which they practice. CPAs
  • Attorney – A licensed tax attorney has passed a state bar exam and earned a law degree. A tax attorney may specialize only in tax preparation or offer several services.

Non-credentialed tax preparers include seasonal tax service employees and the IRS's voluntary Annual Filing Season Program participants. These professionals have a PTIN but may not have formal education or certifications and may not be able to represent you in front of the IRS.

How do I choose the best tax preparation service near me?

When searching for a tax preparation service near you, be sure to:

  • Compare preparation fees from at least three companies that are licensed, bonded, insured, and have been in business 5+ years.
  • Search the IRS's directory for a certified public accountant (CPA) or an Accredited Tax Preparer (ATP).
  • Check their licensing status and look for disciplinary actions against them.
  • Ask for a preparer tax identification number (PTIN).
  • Confirm the tax preparer can represent you for any related audits, payments, or collection issues.
  • Check out their reviews on Thervo and Google.
  • Avoid hiring a tax preparer who bases their fee on the size of your tax refund.
  • Confirm that the tax preparer will sign your return.
  • Never sign a blank tax return.

What questions should I ask when searching for tax preparation?

Asking the right questions can help you choose the best tax preparation service for your needs:

  • Are you licensed and insured?
  • What training and credentials do you have?
  • How long have you been preparing taxes?
  • Do you have a guarantee?
  • Can you represent me in front of the IRS if needed?
  • What kinds of returns can you prepare?
  • Do you file electronically?
  • How soon will I get my refund? 
  • What do I need to bring with me to the appointment?

Reviews for Charlotte tax preparation services

Recent success stories from people in the Charlotte area.
Crystal M.
Joyce did a wonderful job doing our taxes. As a military spouse taxes can be confusing then you move and have worked in multiple states or have not changed your license. She helped me pick the best option so save the most money on taxes. And she came to our house after work! No need to drag my baby to her office!
Thrive Mobile Bookkeeping & Tax Prep Services
Gwen
Knowledgeable, professional and current with new tax laws and regulations.
Best Dynasty
Evandro M.
Great Tax Services
Ragi Riad CPA
Ramiro Andres B.
I like the professionalism, their knowledge and their advise. Luisa and Daniela work extremely fast and with a great level of quality.
Pino 🌲 CPA, PLLC
Debra W.
Alpha & Omega Tax & Small Business, LLC
Latrice
It was the best experience I’ve ever had getting my taxes completed. Theresa is the best!!
Accounting By Nature Inc
Krunal P.
Timothy is very patient and works with you throughout the process. He’s caring and has the best interest in regards to your personal taxes. Thank you for all your help! - Krunal
Mcqueen’s Tax & Financial Services LLC
Cheryl
The excellence in service. The timeliness of returns.
U.S. Tax Express
How Thervo works
Search

Search, get cost estimates, contact therapists, and book—all for free.

Compare

View profiles, read reviews, check qualifications, and see prices before hiring.

Hire

Ask questions, confirm their availability, and hire the right therapist when you're ready.

Charlotte tax preparation services by service