Benji CarterWhen adulting hits, it hits hard, and one of my rudest realizations of this is when I had to do my own taxes. I was happy that my business was booming, but the legalities of taxes and permits were a nightmare.
Fortunately, my team was ready to help, and I asked them to find the most trustworthy tax consultants in Charlotte. At first, I was hesitant to reach out to one of them, given that I already have an accountant and a mortgage broker on payroll, but I just couldn’tt handle the stress!
Since then, I’ve understood deductions better, and paperwork is a breeze! So, if you need someone to make a difference in your corner during tax season, keep on reading!
What is the average cost of tax consultants in Charlotte?
Tax consultants usually charge around $120 to $160 per hour or more, depending on their tenure and experience.
1. Juan Rincon – Paramount Tax & Accounting
Services: Tax preparation, IRS problem resolution, amended tax returns, filing late taxes, tax planning
Location: 5960 Fairview Rd, 4th Floor, Office 424
Contact: +1 980-425-8987
Business hours: Monday to Friday: 9:00 AM to 5:00 PM
Juan Rincon is an excellent choice for business owners, especially those operating small-to medium-sized enterprises. Rincon offers tax management and accounting while also lending strategic financial advice, thanks to his broad business background.
Clients we spoke with also commend his communication skills, as he’s able to explain the complex legalities of tax clearly. Moreover, he’s always approachable for questions in impressive response times, even beyond the usual business hours.
We also spoke to clients who were behind tax filings, who shared that Rincon was able to prepare and file everything quickly. It’s also admirable that he’s up-to-date regarding tax codes, which could sometimes grant businesses maximum legal deductions.
His smooth, organized workflow also reassures clients, with some stating they feel genuinely cared for. Ricon also approaches every client individually, thoroughly understanding their business and situation through consultations.
Overall, Ricon is better suited for entrepreneurs due to his extensive business background. For individuals who require simpler tax returns, there may be cheaper options out there.
The entire process was smooth
“I had such a great experience working with Juan. He helped me with several years of amended tax returns, and the entire process was so smooth and surprisingly fast. He explained everything clearly, responded quickly, and was extremely organized and efficient.
I really appreciated how patient and professional he was — I had been stressed about this issue for a long time, and he handled everything in a way that made me feel reassured and taken care of.
The quality of his work is excellent, and he pays attention to details that many others overlook. I’m very grateful I found him. Highly recommend!”
Zoey, Google Review
Took the time to explain everything
“I had a wonderful experience! As someone who moved from Jersey and had no idea where to go, I’m so blessed to have found Juan to do my taxes.
He took the time to explain everything to me so that I could understand, and he was just a great person to work with! I will definitely be back.”
Krystal Rosado, Google Review
2. Sorel Pérez – BeeTax Charlotte
Services: Tax resolution, tax preparation and filing, ITIN number application
Location: 3721 Eastway Dr.
Contact: +1 704-569-1911
Business hours: Monday to Friday: 8:00 AM to 5:00 PM
Sorel Pérez from BeeTax piqued our interest because of their strong commitment to assisting the Latino community. Aside from offering bilingual support, she also offers professional guidance to help the community navigate tax filing in the country.
We also admire Pérez’s proactivity in her services, as she not only assists with tax planning but also educates her clients. We spoke to some of her clients, who shared that she helped them achieve financial growth through her long-term financial guidance and mission-driven approach.
Pérez’s promptness, from initial consultations to follow-up questions, is another aspect that was consistently praised by clients we interviewed. She also never loses courtesy, answering inquiries patiently and compassionately.
BeeTax is also an excellent choice because of its comprehensive range of services beyond tax planning and preparation, including ITIN applications and tax resolution.
The only thing that could deter potential clients is the firm’s smaller scale compared to other options in the city.
Very skillful and professional
“A friend of mine recommended me this office, so I decided to give it a chance this year. I went to have my income taxes done, and what a pleasant service I got.
Everyone is very friendly, and Sorel is very skillful and professional; they exceeded my expectations. I fully recommend BeeTax!”
Kenneth Marleny, Google Review
Always prompt, courteous, and professional
“I highly recommend Sorel Perez and associates at Tax & Services Peñaherrera! My family and I have been using their services for almost 10 years, and they are always prompt, courteous, and professional.
The new location on Eastway Drive is beautiful and laid out well, allowing them to serve customers very efficiently. Call or stop by and set up an appointment to have your personal or business taxes done. They’ve never been anything short of excellent for my family and me!”
David Herms, Google Review
3. Perry G. Walker Accounting & Tax Service
Services: Tax planning, tax preparation, tax resolution, accounting
Location: 10223 University City Blvd D
Contact: +1 704-621-4586
Business hours:
- Monday to Thursday: 10:00 AM to 6:00 PM
- Friday: 10:00 AM to 5:00 PM
- Saturday: 10:00 AM to 4:00 PM
We immediately got a sense of Perry G. Walker’s level of expertise when we saw that he founded and has been running his own firm for 20+ years. It’s noteworthy that he’s an Enrolled Agent (EA), which means that he can represent his clients before the IRS.
He also has an extensive educational and professional background in the industry, having attained a Bachelor’s degree in Accounting and worked as a senior accountant. This experience translates into his financial expertise, which clients highlighted as being pinpoint accurate.
Aside from his professional accolades, Walker is also praised by clients due to his reassuring demeanor and clear communication skills.
The firm also offers a complete suite of tax-related services, including bookkeeping, tax planning, and tax resolution. This is helpful for clients who want a single provider that can offer strategic financial guidance and ensure they’re compliant.
We just wish the same information regarding Walker’s background and experience had the same level of transparency as the rest of his firm.
Professional, kind, and takes the time to explain everything
“Perry Walker Tax Company is amazing! They are professional, kind, and take the time to explain everything you need to know.
The process is/was smooth, and he makes sure you understand your taxes without feeling overwhelmed. His expertise and customer service are top-notch! Highly recommend!”
Tasha Belizaire, Google Review
Very responsive to my questions
“I had Perry Walker’s firm help me file back tax forms for 6 years for my deceased sister. We are in different states, but he made things easy. He was very responsive to my questions and very quickly put together the necessary forms.”
Robert Ives, Google Review
4. Scott Boyar, CPA, PLLC
Services: bookkeeping, tax planning, and preparation services
Location: 5200 Park Rd.
Contact: +1 704-527-2725
Business hours: Monday to Friday: 9:00 AM to 5:00 PM
Although Scott Boyar operates in a much smaller firm, he’s still among the most qualified tax consultants in the city. For starters, he’s a certified public accountant (CPA) with licenses to operate in both North Carolina and New York, a testament to his professional training.
His academic background is worth noting as well, having pursued both a Bachelor’s in Accounting and a Master’s in Taxation.
Clients we spoke to shared how this educational background was perfectly demonstrated during their conversations, as Boyar can explain the complex legalities of taxation eloquently.
Due to his CPA certification, he’s also able to provide representation before the IRS. Clients who were represented by Boyar shared how he strategized wisely to minimize their tax debts and abate penalties.
Apart from IRS representation, Boyar and his firm also offer services, such as bookkeeping and tax planning, making them an all-around option for financial guidance as well.
He really takes his time with you
“Scott is great! He really takes his time with you to make sure that you understand the tax process, and he’s available for questions throughout the year.
He also sends out helpful reminders for things like paying our estimated taxes for my husband’s 1099 job and newsletters that give you updates about what’s going on in the tax world.
And the newsletters are actually really interesting and helpful, don’t let the fact that they are about taxes fool you!”
Mary Meyer, Google Review
Truly a man who knows his business
“Scott is truly a man who knows his business! He helps me become well prepared for the IRS and offers solid advice on how to reduce my tax liability well in advance of tax prep time.
He will be my advisor for as long as he wants to be. I feel a strong loyalty on both sides. A true professional in every sense of the word. Go, Scott.”
Herman Ziegler, Google Review
5. Krutika Chheda – K & M Accounting and Tax Services L.L.C.
Services: Strategic tax planning, tax return
Location: 15720 Brixham Hill Ave.
Contact: +1 704-502-3960
Business hours:
- Monday to Friday: 9:30 AM to 5:00 PM
- Saturday: 11:00 AM 5:00 PM
- Sunday: 1:00 PM to 4:00 PM
Krutika Chheda stands out for her strong focus on strategic tax planning. Clients we spoke with shared how her approach helps them prepare for annual tax filing while also reducing their tax liabilities.
Krutika founded her own firm and has been managing it since 2007. Her experience in managing both the firm and helping small-scale businesses with tax compliance makes her more than qualified for the job.
Our interviewees also noted how Krutika approaches each client proactively. For instance, she immediately strategizes for investment planning and foreign income filings, based on the initial consultation with the client.
Krutika is also known to be extremely accessible for clients, whether it be through email or virtual meetups. Plus, we appreciate how she’s available even during the weekends.
We only wish that her firm’s website would provide more information regarding the rest of the team’s background and experience, as opposed to just Krutika.
Very knowledgeable
“So helpful people at K&M Accounting and tax services. I have been with K&M for over 6 years. All of them are very knowledgeable and helpful in any issue with tax preparation and accounting.
I recommend to anyone, please don’t be in doubt, call K&M, it is a legit service provider at a competitive rate.”
Gegarin Mehta, Google Review
Always incredible to work with
“We have used K&M for many years now, and they are always incredible to work with. Krutika is always very responsive, even during the height of busy season.
We are very grateful for K&M’s expertise during tax season, so we don’t have to Google every question and hope we answer correctly! Highly recommend.”
Katherine Edahl, Google Review
