Tax preparation in Matthews, NC
We prepare personal and business returns at our Locust office, about 24 miles from Matthews.
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 Matthews
College costs
We claim the education credits for college tuition when you qualify.
Health savings accounts
We report what went into and came out of a health savings account.
Retirement savings
We check whether your IRA contributions can be deducted.
We also offer bookkeeping in Matthews.
Worth knowing in Matthews
Property in Matthews is taxed by both the town and Mecklenburg County, and the county’s tax office collects both. If you own a home there, bring your tax bill. The property tax you paid can count toward your deductions.
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.