Find a tax preparation services in Charlotte, NC

Find tax preparation services in Charlotte, NC

Find tax preparation services in Charlotte, NC

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Find tax preparation services in Charlotte, NC

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Top 10 tax preparation services in Charlotte, NC

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
The Tax Lady

The Tax Lady

4.0(2)
Offers online services
2 hires on Thervo
18+ years in business
Serves Charlotte, NC
Naomi M. says, "Everything about her is perfect " Read more
Ragi Riad CPA

Ragi Riad CPA

5.0Exceptional(6)
Offers online services
9+ years in business
Serves Charlotte, NC
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
U.S. Tax Express

U.S. Tax Express

5.0(4)
Offers online services
24+ years in business
Serves Charlotte, NC
Cheryl S. says, "The immediate response. The variety of ways II can pay US Tax Express. The kindness of Wando and her understanding. I don't feel like a number. She really understands each person's situation." Read more
MT&B

MT&B

New on Thervo
Offers online services
Serves Charlotte, NC
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
Brown-Cayruth Bookkeeping & Financial Service LLC

Brown-Cayruth Bookkeeping & Financial Service LLC

5.0(1)
Offers online services
4 hires on Thervo
7+ years in business
Serves Charlotte, NC
Mary Parham C. says, "Clarity, honesty, straight forward communication." Read more
S Cannady Tax Consultant

S Cannady Tax Consultant

5.0(2)
Offers online services
1 hire on Thervo
11+ years in business
Serves Charlotte, NC
Emily says, "Stacey and her daughter does a really good job with trying to get you as much back as possible. I was referred by a friend in Texas and I'm glad that I reached out to them. Awesome family owned company who makes you feel like family." Read more
Abacus Accounting Pros LLC

Abacus Accounting Pros LLC

5.0(1)
Offers online services
17+ years in business
Serves Charlotte, NC
Stephanie N. says, "Outstanding! Spiro professionalism is excellent! I'm beyond grateful to the amazing service that I've received, 100% recommended." Read more
Mcqueen’s Tax & Financial Services LLC

Mcqueen’s Tax & Financial Services LLC

5.0(3)
Offers online services
5 hires on Thervo
29+ years in business
Serves Charlotte, NC
Dominique S. says, "Tim was so dope! He made our meeting very comfortable but was extremely professional. Will more than likely have Tim do my taxes going forward! " Read more
Liberty Tax Service

Liberty Tax Service

5.0(1)
Offers online services
19+ years in business
Serves Charlotte, NC
Mary C. says, "Kay is awesome!! Knowledgeable, helpful and quick to help us out. I’d highly recommend her and Liberty. " Read more
HYGPJ FINANCIALS

HYGPJ FINANCIALS

5.0(1)
Offers online services
2 hires on Thervo
5+ years in business
Serves Charlotte, NC
Charles P. says, "Great job. Would highly recommend. I will be a repeat customer." 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.
Evandro M.
Great Tax Services
Ragi Riad CPA
Cheryl
The excellence in service. The timeliness of returns.
U.S. Tax Express
Marie
She's helpful and doesn't rush to do your taxes. She's been my tax preparer for the last 5 years
S Cannady Tax Consultant
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
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
Eileen K.
I have had nothing but an exceptional experience with Simply Bookkeeping And More LLC, in the time that we have been with them. Theresa does such a great job at keeping us up to date with all of our accounts and bookkeeping. They are always there to answer my questions in a courteous and friendly manner. I plan to continue to do business with Simply Bookkeeping And More LLC for many years to come
Accounting By Nature Inc
Tamye T.
Kenya is experienced with dealing with strong personalities and diverse businesses big or small. She uses practical tips to help grow your business. The services she offers allows for business owners to have more time to focus on the needs of the business. Kenya’s accounting services saves time and ultimately money. She’s trusted with my ideas and goals
Robinson Accounting & Business Services
Gwen
Knowledgeable, professional and current with new tax laws and regulations.
Best Dynasty
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