Tax preparation in Charlotte, NC
We prepare personal and business returns at our Locust office, about 26 miles from Charlotte.
Price and booking
From $150
This covers a simple federal and state return, such as wages from one job, or Social Security with a pension or IRA withdrawal. More income forms, tax credits, self‑employment, farm and rental income add to the price.
Business returns are from $450.
Common situations in Charlotte
Selling a home
We work out whether any profit from selling your home is taxed.
Stock and fund sales
We report the sale of shares and work out the gain or loss.
Student loans
We claim the deduction for student loan interest if you qualify.
We also offer bookkeeping in Charlotte.
Worth knowing in Charlotte
Charlotte borders South Carolina. If you live in one of the Carolinas and work in the other, you usually file a return in both states. Your home state then gives a credit for the tax paid to the other.
How it works
Your first consultation is free. Meet us at our office in Locust or talk with us by phone.
- 1
Talk with us
Call or book online.
- 2
Send us your documents
Bring them in or upload them.
- 3
Review and approve your return
Then we file it electronically.