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 therapists 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
Spartan Financial Management Inc.

Spartan Financial Management Inc.

5.0(1)
Offers online services
41+ years in business
Serves Charlotte, NC
LaVonda T. says, "My experience was wonderful! Mr. Alexander is very knowledgeable and willing to help. Also ensuring quality service!!! " Read more
Accounting By Nature Inc

Accounting By Nature Inc

5.0Exceptional(17)
Offers online services
6+ years in business
Serves Charlotte, NC
Latrice says, " It was the best experience I’ve ever had getting my taxes completed. Theresa is the best!!" Read more
DL Morehead Enterprises LLC

DL Morehead Enterprises LLC

5.0(1)
Offers online services
2 hires on Thervo
9+ years in business
Serves Charlotte, NC
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

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
Best Dynasty

Best Dynasty

4.9Exceptional(10)
Offers online services
3 hires on Thervo
5+ years in business
Serves Charlotte, NC
Kisha W. says, "She was so thorough and pleasant " Read more
Alpha & Omega Tax & Small Business, LLC

Alpha & Omega Tax & Small Business, LLC

5.0(3)
Offers online services
2 hires on Thervo
17+ years in business
Serves Charlotte, NC
Wanda T. says, "Excellent ,through and professional. I was impressed with abundance of knowledge I needed to take care of my Tax concerns." 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.
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
Gwen
Knowledgeable, professional and current with new tax laws and regulations.
Best Dynasty
Debra W.
Alpha & Omega Tax & Small Business, LLC
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