Community tax service in Charlotte, North Carolina

financial service experience. Our team is made up of experts in their respective fields, ensuring that you receive the highest quality service possible. We offer a personalized approach to every client, ensuring that your unique needs are met with precision and care. Our goal is to help you achieve financial success and stability, no matter where you are in your journey. We are dedicated to providing accurate, detailed, and reliable tax and bookkeeping services to the Charlotte community. Our team is committed to helping local businesses thrive and grow, while also assisting individuals in managing their finances effectively.

Elevate Your Business with McGrant Tax and Bookkeeping Services in Charlotte, NC. McGrant Tax & Bookkeeping is a professional accounting and finance institution located at 2340 North Graham Street in Charlotte, North Carolina, United States. With over two decades of experience, we specialize in helping small businesses and individuals achieve and maintain financial freedom by ensuring their records are legally compliant and error-free. We understand the importance of local businesses in our community and strive to provide accurate, detailed, and reliable tax and bookkeeping services tailored to the needs of Charlotte businesses. Our team of experts offers a personalized approach to help you reach your financial goals, whether you need assistance with tax preparation, payroll services, human resources, or notary services. At McGrant Tax & Bookkeeping, we are committed to helping our clients succeed and thrive financially, and we take pride in being a trusted resource for businesses and individuals in Charlotte and beyond. Contact us today to see how we can help you elevate your financial success.

J. David Tax Law LLC is a reputable institution located at 6047 Tyvola Glen Circle in Charlotte, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of experienced tax attorneys is dedicated to providing reliable and effective tax assistance and management. With a focus on helping clients navigate through complex tax issues, we offer a free tax relief consultation to see if you qualify for our services in just one minute. Whether you are facing financial difficulties imposed by the IRS, dealing with tax audits, resolving back tax debt, or seeking tax compliance, our experts are here to provide comprehensive assessments and the best solutions tailored to your specific needs.

O&D Tax And Accounting Service Inc is a reputable accounting and finance institution located at 1001 East W.T. Harris Boulevard in Charlotte, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, accounting, bookkeeping, and financial planning. Their commitment to providing personalized and high-quality services has earned them a strong reputation in the community. Whether you are an individual or a business owner, O&D Tax And Accounting Service Inc is dedicated to helping you achieve your financial goals.

Optima Financial Services is a leading finance institution located at 11215 North Community House Road in Charlotte, North Carolina, United States. Our team of dedicated professionals provides expert financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Optima Financial Services is here to help. Contact us today to learn more about how we can help you secure a brighter financial future.

Diverse Community Partners, Inc. is an accounting and finance institution located at 8401 University Executive Park Drive in Charlotte, North Carolina, United States. We offer a range of services including new start-up assistance, bookkeeping, assurance services, and support for non-profit organizations. Our team works closely with clients to ensure regulatory compliance and provide expert financial advice. We are proud to be a Gold Partner with Xero Accounting, offering affordable bookkeeping options to suit all needs. At Diverse Community Partners, we believe in celebrating the success of our clients and showing our appreciation for their hard work. Join us for our Year-End Virtual event to enjoy an evening of festivities and receive a special gift package. We look forward to continuing to support you and your financial goals.

KW Financial Services LLC is a boutique accounting and finance institution located at 1213 West Morehead Street in Charlotte, North Carolina. With over 10 years of experience, we offer client-centric tax advisory and accounting services to individuals and businesses in our community. As we gear up for the 2023 tax season, we are proud to provide virtual tax, accounting, and financial services to meet the needs of our clients. Sign up with us to receive access to our guide, tax law updates, money management tips, and entrepreneurial inspiration delivered straight to your inbox.

Jackson Hewitt Tax Service located at 3124 Eastway Drive in Charlotte, North Carolina, United States, is a finance institution dedicated to helping you maximize your tax refund. While tax advance loans are no longer available this year, our team of Tax Pros is ready to assist you in getting the most out of your return. Simply drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to access money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to process your refund. Although Refund Advance is no longer available this year, early options were offered at select locations from December 11, 2023, to January 14, 2023, and a No Fee Refund Advance was available from January 2, 2024, to February 11, 2024.

Capitol Tax Advisors, located at 4030 Wake Forest Road in Raleigh, North Carolina, is a finance institution specializing in providing tax relief and IRS representation services to individual and business clients. As the most aggressive debt collector in the United States, the IRS and state revenue agencies have the legal authority to pursue tax liabilities and penalties, making it crucial to have a licensed tax professional representing you. Capitol Tax Advisors serves clients throughout the region, including Raleigh, Greensboro, and Charlotte, fighting to maximize tax relief and resolve tax problems as quickly as possible. Offering a variety of tax relief services tailored to individual qualifications, the firm conducts free, no-obligation consultations to review IRS and state notices, analyze case information, and develop resolution strategies. Once retained as a client, Capitol Tax Advisors becomes the legally appointed representative, handling all communication with the IRS and state revenue officers to reach a favorable tax settlement or resolution. With a focus on keeping clients on track and in compliance, the firm continues to provide support during any remaining payment and probationary periods after the case is closed. Don't face the IRS alone - schedule a Free Consultation with Capitol Tax Advisors to get relief from your tax problems and back on track to financial stability.

Tax Savvy Pro is a reputable finance institution located at 7308 East Independence Boulevard in Charlotte, North Carolina, United States. With over 10 years of experience, our family-owned account service has been dedicated to serving the community with expert financial advice. Our team consists of experienced CPAs and dedicated support staff who are committed to providing top-notch personal and professional financial services. Trust Tax Savvy Pro to help you navigate the complexities of tax planning and maximize your savings.

BeeTax Charlotte - Latino Tax Service is a trusted institution located at 3721 Eastway Drive in Charlotte, North Carolina, United States. With over 20 years of experience, we specialize in tax preparation, accounting, audits, and financial statement management for both individuals and businesses. Our team of experts is dedicated to helping Latino communities in the Carolinas navigate the complex legal system and achieve financial stability. We offer virtual part-time administrative assistance for businesses, tools for Latino entrepreneurs to start their own companies, and personalized tax strategies to optimize savings. Our clients praise our quick, fair pricing, Spanish-speaking staff, and excellent customer service. Whether you're a first-time filer or a long-time client, BeeTax is here to support you in achieving your financial goals. Visit us today and discover the potential for tax savings with our effective strategies for this tax season.

Taxes Latinos Empresa Lider is a leading accounting and finance institution located at 6619 South Boulevard in Charlotte, North Carolina, United States. Specializing in serving the Latino community, we provide expert tax preparation, financial planning, and consulting services to help businesses and individuals navigate the complexities of the tax system. Our team of experienced professionals is dedicated to providing personalized and reliable service to ensure our clients' financial success. Contact us today to learn more about how Taxes Latinos Empresa Lider can help you with your accounting and finance needs.

Tax Savvy Pro Service is a reputable accounting and finance institution located at 7308 East Independence Boulevard in Charlotte, North Carolina, United States. With over 10 years of experience in serving the community, our family-owned business is dedicated to providing top-notch financial services. Our team of experienced CPAs and dedicated support staff are committed to helping both individuals and businesses with their financial needs. Trust Tax Savvy Pro Service for all your accounting and finance needs.

Defense Tax Partners is an institution located at 2015 Ayrsley Town Boulevard in Charlotte, North Carolina, specializing in accounting, finance, and legal services. Our team of IRS Tax Attorneys is well-versed in tax levy, tax fraud, IRS audit defense, and tax settlements. Whether you are an individual or a corporation, we can assist you with tax return preparations, tax planning, and representation in tax appeals. Our experienced tax attorneys are committed to resolving your tax issues and ensuring you stay compliant with both federal and state tax laws. Facing tax-related complications can be daunting, especially when dealing with the IRS. Our skilled Charlotte tax attorneys at Defense Tax Partners can guide you through your taxation issues, provide legal advice, negotiate with the IRS, and defend you in court if necessary. If you are facing an audit, civil penalties, or tax fraud charges, our team of experts is here to help you navigate through the complexities of tax laws and regulations.

TMG Tax Community and Business Solutions is a leading institution located at 8318 Pineville-Matthews Road in Charlotte, North Carolina. We offer comprehensive tax services and business solutions to individuals and companies looking to navigate the complex world of finance and taxation. Our team of experienced professionals is dedicated to providing personalized services tailored to meet the unique needs of our clients. Whether you need help with tax planning, compliance, or financial consulting, TMG Tax Community and Business Solutions is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you.

A Special Needs Plan is a finance institution located at 101 North McDowell Street in Charlotte, North Carolina, United States. Our nationwide planning advisory firm was founded to assist families with special needs who may struggle with the daunting task of planning for the future care and financial well-being of their loved ones. We understand the complexities involved in coordinating legal and financial considerations, communication plans, tax strategies, and governmental benefits, which can often be overwhelming. Our expert team of experienced professionals is here to alleviate your frustrations and fears by providing personalized guidance and support. Whether you need assistance with estate planning, investment strategies, or securing government benefits, we are dedicated to helping you navigate the intricate world of special needs planning.

Mary Beth Burgess - State Farm Insurance Agent is a reputable insurance agency located at 1460 Dale Earnhardt Boulevard in Kannapolis, North Carolina. Specializing in Insurance and Financial Services, this agency focuses on helping residents relocate to the Cabarrus and Rowan County area. Virtual appointments are available for residents of North Carolina, South Carolina, Virginia, Tennessee, and Georgia. As a State Farm Insurance Agent since 2006, Mary Beth Burgess and her team have over 40 years of combined experience in the industry. They have received multiple awards, including the State Farm Small Business Insurance Leader Award and SmartCEO's Charlotte Corporate Culture Award. Serving the Kannapolis and Concord area, the agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and Financial Services for individuals and small businesses.

Progresa, Inc. is a trusted accounting and finance institution located at 2200 Silas Creek Parkway in Winston-Salem, North Carolina. Our office serves taxpayers nationwide, but if you are in the North Carolina area, we welcome you to visit us at our locations in Greensboro, Winston Salem, and Charlotte. We also serve nearby communities such as Asheboro, Ayden, Walkertown, and many more. Our team of professionals is dedicated to providing top-notch financial services to individuals and businesses in a wide range of counties across the state. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Progresa, Inc. is here to help. Contact us today to schedule an appointment and take control of your financial future.

Denver Mattress is a furniture and home goods store located at 8215 Ikea Boulevard in Charlotte, North Carolina. At Denver Mattress, you can find a mattress that is custom-fitted to your unique body type using our patented Strength Resistance Test (SRT). Our in-store mattress experts will help you discover the perfect mattress and pillow combination to promote healthy spinal alignment and ensure a comfortable night's sleep. We offer an unmatched selection of quality brands at unbeatable value, and our friendly sales staff are there to guide you through the mattress buying process without any pressure. In addition to mattresses, our Furniture Row store in Charlotte offers a diverse selection of stylish furniture pieces for your living room, dining room, bedroom, and more.

Rech Law, P.C. is a reputable law firm located at 18125 West Catawba Avenue in Cornelius, North Carolina. With over 55 years of combined experience, our team of highly-respected attorneys is dedicated to helping clients protect what matters most to them. Specializing in family law, our compassionate legal guidance has been serving the Charlotte, North Carolina area since 2010. Our experienced family law attorneys have helped numerous individuals and families navigate through various family law issues, including divorce, domestic abuse, custody matters, and more. We prioritize the best interests of our clients and their families, providing sound legal advice and effective representation throughout the legal process.

Cumberland Law Group is a premier institution located at 6201 Fairview Road in Charlotte, North Carolina, specializing in accounting, finance, and legal services. Our team of experienced tax attorneys is dedicated to providing high-quality tax defense and representation for clients facing IRS and State tax issues. From stopping bank levies and wage garnishments to settling tax liabilities and providing criminal tax defense, our lawyers are trained to handle even the most complex tax matters. Navigating through IRS audits, appeals, and tax relief programs can be overwhelming, which is why hiring a tax attorney is crucial. Our legal team offers expert guidance on Innocent Spouse Relief, Offer in Compromise (OIC) filings, IRS penalty abatement, and more. We also specialize in criminal tax defense, guiding clients through every stage of the process from investigation to potential litigation.

Lincoln PLLC is a boutique business and tax law firm located in Charlotte, North Carolina. Our team of attorneys specializes exclusively in business and tax law matters, offering expertise to individuals and entities involved in a wide range of domestic and international transactions across various industries. Our clients include individuals, partnerships, corporations, and more in Charlotte and surrounding communities. With extensive experience at top law and accounting firms, our team is known for delivering top-tier service at affordable rates. We help clients with commercial agreements, business transactions, international legal matters, securities law, and tax law related to private equity funds and Qualified Opportunity Funds.

Truist is a financial institution located at 419 Old Little Rock Road in Charlotte, North Carolina, United States. As a bank and finance provider, Truist offers a range of services including credit cards, loans, deposit accounts, trust and investment management, securities and insurance products. The institution is affiliated with Truist Financial Corporation and provides services through various subsidiaries such as Truist Bank, Truist Investment Services, and McGriff Insurance Services. Truist also offers mortgage products and services, with all mortgage professionals registered on the Nationwide Mortgage Licensing System & Registry. Customers should consult with their tax or legal professionals before taking any actions with tax or legal consequences. Truist Advisors are associated with Truist Investment Services and Truist Advisory Services, offering specialized services for wealth management, family legacy, business owners, sports and entertainment professionals, and legal and medical specialties. Communication and documentation provided by Truist Bank and its subsidiaries are in English, but translation or language access services may be available for customers with Limited English Proficiency.

BB&T, located at 325 East Woodlawn Road in Charlotte, North Carolina, is a bank and financial institution offering a range of services to meet your banking needs. Whether you're looking for a loan, credit card, investment management, or insurance, BB&T has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust that you're in good hands. Mortgage products and services are also available through Truist Bank, with professionals registered on the Nationwide Mortgage Licensing System & Registry. Tax and legal advice are not provided by BB&T, so it's important to consult with your own professionals. Truist Advisors from various specialty groups are available to assist you with your financial goals. While communications are primarily in English, translation services may be available for customers with Limited English Proficiency. Visit BB&T today to see how they can help you achieve your financial objectives.

New American Funding - Oscar Reto is a finance institution located at 14120 Ballantyne Corporate Place in Charlotte, North Carolina, United States. With 18 years of experience in the mortgage industry, Oscar Reto has served thousands of families with responsible and affordable home loans. Specializing in assisting first-time homebuyers, high net worth clients, and self-employed borrowers with complex tax returns, Oscar Reto now also helps Loan Officers grow their business and have a fulfilling career. The institution believes in taking care of employees to ensure they take care of clients, and they are dedicated to helping build communities through their Pathway to Homeownership initiative. This initiative offers qualified borrowers up to $8,000 in assistance, not requiring repayment, and can be combined with other down payment assistance programs. With NAF Cash, clients can make competitive cash offers and close in as little as seven days. New American Funding is committed to providing $25 billion in home loans to the Latino community by 2024 and prioritizes customer service. For assistance, customers can call 800-450-2010 or visit the corporate office in Tustin, California.

Alpha Financial Advisors is a reputable finance institution located at 11325 North Community House Road in Charlotte, North Carolina. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Alpha Financial Advisors is here to provide expert guidance and support every step of the way. With a commitment to excellence and a focus on client satisfaction, we strive to be the premier choice for financial planning in the United States.

Creative Planning is a leading finance institution located at 11325 North Community House Road in Charlotte, North Carolina. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients across the globe. Our team of wealth managers in the Charlotte area are dedicated to helping you achieve your financial goals and provide you with financial peace of mind. By agreeing to provide us with personal information, you can rest assured that we will not share it with any third party. Contact us today to schedule a free, no-obligation consultation and start your journey to a richer way to wealth.

T.J. Faber, CFP - Financial Advisor is a finance institution located at 11215 North Community House Road in Charlotte, North Carolina, United States. With a focus on a simplified approach to wealth management, financial planning is at the core of their services. The institution provides expert advice and guidance to help clients achieve their financial goals and secure their financial future.

Forth Financial Group is a finance institution located at 11430 North Community House Road in Charlotte, North Carolina, United States. We specialize in helping individuals plan and protect their financial future. Our team of financial professionals is dedicated to providing personalized advice and guidance to help you reach your financial goals. As a member of FINRA and SIPC, we offer securities through Cambridge Investment Research, Inc., a reputable Broker/Dealer. Additionally, our advisory services are provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that Cambridge and Forth Financial Group are not affiliated.

Merrill Lynch Financial Advisor Chris Grady is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Chris Grady can help create a flexible strategy tailored to your specific needs in today's ever-changing market. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. Chris Grady is deeply involved in the community, volunteering with local organizations to give back. Merrill Personal Wealth Analysis™ is utilized to build a personalized plan centered around your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, priorities, and goals as they evolve over time. By starting with a conversation to identify your most important goals, Chris Grady can help you make informed decisions about your financial future. The Investment Personality Assessment helps understand your investing preferences and customize a financial approach to align with your goals.