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Expert Tax Preparation & Filing Services in Charlotte

Reliable tax preparation for individuals and businesses – maximize deductions, avoid costly mistakes, and file with confidence.

Book Appointment Call Us: (704) 800-0829

Google Rating

5.0

Our tax preparation services

What’s included in our tax preparation and filing

We provide a complete, start-to-finish service so you don’t have to worry about missing forms or making mistakes. Each appointment may include the following depending on your needs:

Book Appointment Call Us: (704) 800-0829

Review of your financial and tax situation

Collection and organization of documents (W-2s, 1099s, Bank statements, expenses, receipts, etc)

Preparation of federal and state income tax returns

Electronic filing with IRS and state agencies

Review of possible deductions and tax credits

Clear explanations before anything is submitted

Guidance on estimated tax payments (if needed)

Calculation of credit and deductions (standart or itemized)

Copies of all filed returns for your records

Support if the Return is rejected and needs to correction

Who we help

Our tax preparation services support a wide variety of financial situations. Whether you’re filing a simple return or managing multiple income sources, we make the process clear, accurate, and stress-free.

Individuals & Families

Stress-free filing for W-2 earners, parents, and households with dependents.

Self-Employed Professionals

Full-time freelancers, consultants, and small independent service providers who manage their own client work and business expenses.

Small Business Owners, Side-Gig Earners & LLCs

Professional filing for sole proprietors, partnerships, and small businesses.

Landlords & Rental Property Owners

Accurate reporting for rental income, property expenses, and multi-unit portfolios.

Retirees & Seniors

Clear guidance on Social Security, pension income, RMDs, and investments.

Multi-Income Individuals

For clients who receive income from wages, investments, dividends, crypto, or multiple states.

Students & First-Time Filers

Easy filing for new taxpayers, part-time workers, and education tax credits.

Contractors & Side-Gig Earners

Delivering complete reporting for 1099 income, platforms like Uber/DoorDash, and part-time work.

Book Your First Consultation

What to bring to your appointment

To help us prepare your tax return quickly and accurately, please bring the documents that apply to your situation. If you're not sure whether something matters, bring it—it's always better to have more information than not enough.

Book Appointment Call Us: (704) 800-0829

Personal information

Government-issued photo ID
Social Security numbers or ITINs for you, your spouse, and all dependents
Last year’s tax return (if available)

Income documents

W-2 forms from employers
1099-NEC or 1099-MISC (freelance or contract income)
1099-K (platform income: Uber, DoorDash, PayPal, etc.)
1099-INT or 1099-DIV (interest & dividends)
1099-B (stock, crypto, or investment sales)
1099-R (retirement distributions or pensions)
1099-G (unemployment)
K-1 forms from partnerships or S-corps
Rental income summaries (if applicable)
Income and expenses related to your business
1095-A (Marketplace Health Insurance)

Deductions & credits

Mortgage interest statement (Form 1098)
Property tax statements
Childcare expenses + provider information
Education expenses (Form 1098-T)
Student loan interest (Form 1098-E)
Charitable contributions
Medical expenses, if significant
Receipts for major deductible expenses
Estimated tax payments records

If you are self-employed or run a small business

Please bring any records that help show your income and expenses for the year. This includes:

Mortgage interest statement (Form 1098)
Property tax statements
Childcare expenses and provider information
Education expenses (Form 1098-T)
Student loan interest (Form 1098-E)
Charitable contribution receipts
Medical expenses (if significant)
Receipts for major deductible expenses
Records of estimated tax payments

Even if your records aren’t perfectly organized, bring what you have — we’ll help you sort through it.

If you own rental property

Bring any documents related to your deductions and credits, including:

Mortgage interest statement (Form 1098)
Property tax statements
Childcare expenses and provider information
Education expenses (Form 1098-T)
Student loan interest (Form 1098-E)
Charitable contribution receipts
Medical expenses (if significant)
Receipts for major deductible expenses
Records of estimated tax payments

If you have multiple categories or large expenses, please bring whatever you have so we can report them accurately.

Any IRS or state letters

Bring any notices you’ve received—even if you’re unsure whether they matter.

Lauren A.

5.0

★★★★★

“TaxPro will take good care of you! All taxpreparers are vetted and skilled, staying current with changing tax laws and ensuring each client is a priority. We file remotely and it is easy and secure. We have been clients for several years; Liza and her team are top of the line and I highly recommend them to friends and family!”

Brian T.

5.0

★★★★★

“This is our 2nd year having our taxes done with Liza and we will definitely keep going back. She always get us an appointment quickly, she is friendly, the appointment doesn't take long and the price is reasonable.”

Maria S.

5.0

★★★★★

“Finally, I found a company in Huntersville that truly cares about its clients! TaxPro Consult and Bookkeeping Services LLC showed incredible attention to detail and professionalism while handling my taxes. It’s rare to see such a personal approach combined with expert knowledge. If you’re in Huntersville, NC and want tax and bookkeeping services you can fully trust — this is the team for you!”

Anson C.

5.0

★★★★★

"Liza is very professional and will handle all of your tax needs. She is also very aware of your time and works around schedules."

Paul T.

5.0

★★★★★

"TaxPro Consult and Bookkeeping Services LLC truly provides the best tax preparation in Charlotte and Huntersville, NC. I was looking for reliable bookkeeping services in Huntersville, and their professionalism exceeded my expectations. They made my tax filing process stress-free, answered all my questions, and saved me time and money. If you are searching for affordable tax services in Charlotte or need a trusted Huntersville bookkeeping company, this is the right choice!"

Mike L.

5.0

★★★★★

"We have worked with Liza for a number of year and every time it is quick and easy. Liza is always willing to answer our questions, but also values our time. This year, we did the online finalizing, which saved us even a trip to the office. Great place and fair price."