US Accounting Market

Tax preparation services in Charlotte, NC

538 firms in Charlotte employ someone the IRS credentials to prepare returns, and 446 of them are one-person practices. Grouped below by size, smallest first — because that is the shelf most people actually need.

Why the two counts differ. The firm list on this page covers the city of Charlotte and comes from the IRS, which records every credentialed accountant, including sole practitioners working from home. The Census figures cover the whole Charlotte-Concord-Gastonia, NC-SC Metro Area and count only businesses with paid employees. Different areas, different definitions: the two numbers are not meant to match.

Solo practices — one credentialed preparer

Where most small businesses end up. You deal with the person doing the work — and with their holiday schedule. Charlotte has 446 of them.

FirmPeopleCredentialsZIPPhoneWebsite
C. GREEN FINANCIALS1SRTP28202(646) 542-9861cgreenfinancials.com
Cannon Tax & Accounting, Inc.1AFSP28203(704) 849-2199www.cannonadvisors.com
Foard & Company, P.A., CPA's1AFSP, CPA28204(704) 414-3211www.foard.cpa
E & J Tax and Services LLC1CAA28205(980) 355-1756—
JB's Convenient Tax Service1AFSP28206(704) 315-3231—
Ross Handy, CPA, PLLC1CPA28207(704) 451-8651—
Taylor & Morgan Wealth Management, LLC1CPA28208(704) 578-8701—
MC TAX LLC1AFSP, CAA28209(704) 726-5629—
Hayes Financial & Tax Services, LLC1EA28210(407) 718-2530—
J Andrew Bostick CPA PA1CPA28211(704) 351-5257www.abostickcpa.com
NC Conttax Accounting and more LLC1AFSP, CAA28212(704) 737-9449—
Selina G. Stewart, CPA PLLC1CPA28213(803) 917-6010www.selinagstewartcpa.com
HOODS INCOME TAX SERVICE1EA28214(704) 398-9111—
Steve Tao, CPA1CPA, EA28215(864) 525-8883—
Walter R Nelson Certified Public Accountant1CPA28216(704) 399-8434wrncpa.co
Frederick A. Massey, Jr. CPA1CPA28217(412) 889-7408—
Tammy Goodman Financial, LLC1EA28220(704) 905-7950tammygoodmanfinancial.com
Heather Myers Tax Preparer1AFSP28222(704) 366-8327—
A-List Tax Service1EA28224(833) 892-5478alisttaxprep.com/mainpage
JIMMY J PRASSAS, INC1EA28226(704) 523-6255www.pcaccountants.com
Aline Accounting Partners DBA MDI Tax & Accounting1CPA28227(704) 566-0222—
SOLESTINE M LANCASTER CPA1CPA28231(704) 343-2705www.lancastergroupnc.com
William H. Shaia, Jr1ATTY, CPA28237(704) 332-4747—
EDWARD P. COOPER, CPA, PC1CPA28247(704) 341-2097—

24 of 446, one per postal area that has one, so the sample covers the city instead of one corner of it. Download all 538 credentialed practices.

Small firms — 2–5 credentialed preparers

Cover for each other through filing season, still small enough that a partner knows your file. Charlotte has 69 of them.

FirmPeopleCredentialsZIPPhoneWebsite
Bank of America3CPA28202(980) 388-2292www.bankofamerica.com
BALLARD PATEL, C.P.A., P.A.2CPA, EA28203(704) 377-1544www.ballardpatel.com
J. Ronald Martin, P.A.3CPA28204(704) 375-6405—
The Pope CPA Firm PA2CPA28205(704) 568-7960—
Farris Cooke & Associates2CPA28207(704) 372-9406www.farriscooke.com
KW Financial Services PLLC2AFSP, CPA, EA28208(980) 250-0517kwfinancialsvcs.com
D Mac Willet CPA PC2CPA28209(704) 529-0099—
Richard W. Wood, CPA, PA2CPA28210(704) 759-1865www.rwoodcpa.com
Hobbs, Crossley, Benefield & Craven, P.A.2CPA28211(704) 364-3750www.hcbpa.com
Servitax Bookkeeping & Insurance LLC2AFSP, CAA28212(980) 443-7772www.servitax.biz
Rapid Tax3AFSP28213(704) 598-2259www.myrapidtax.com
US TAX EXPRESS3AFSP, EA28215(704) 547-8880www.ustaxexpress.com
Huggins & Company CPA PA3CPA28216(704) 970-4035www.hugginscpa.com
TAXER CORP.2AFSP, CAA28217(704) 889-0305—
Peter Bell, PLLC5CPA28220(704) 525-9999peterbellpllc.com
Yarborough & Potter Inc.2EA28226(704) 759-3900www.ypaccounting.us

16 of 69, one per postal area that has one, so the sample covers the city instead of one corner of it. Download all 538 credentialed practices.

Mid-sized firms — 6–20 credentialed preparers

Specialists on staff for anything unusual: multi-state, audits, valuations. Charlotte has 13 of them.

FirmPeopleCredentialsZIPPhoneWebsite
CliftonLarsonAllen16ATTY, CPA, EA28202(704) 998-5200www.claconnect.com/en
CohnReznick6ATTY, CPA28202(704) 332-9100www.cohnreznick.com
H&R Block12AFSP, EA28203(704) 375-0145hrblock.com
Thompson Whitlock PLLC6CPA, EA28203(704) 335-1450www.wmtpllc.com
Cherry Bekaert18CPA28204(704) 970-1654cbh.com
Johnston Allison & Hord PA7ATTY28204(704) 332-1181www.jahlaw.com
Miller McNeish & Breedlove, PLLC14CPA, EA28207(704) 376-8415mmbcpa.com
Culp Elliott & Carpenter, PLLC12ATTY, CPA28211(704) 372-6322www.ceclaw.com
Pesta, Finnie & Associates, LLP16CPA, EA28211(704) 909-2251www.pestafinnie.com
Prager Metis CPAs, LLC6CPA, EA28277(704) 841-9800pragermetis.com

10 of 13, one per postal area that has one, so the sample covers the city instead of one corner of it. Download all 538 credentialed practices.

Large and national firms — 21 or more credentialed preparers

Listed for completeness. Minimum engagements here run into five figures and most do not take small-business clients at all. Charlotte has 10 of them.

FirmPeopleCredentialsZIPPhoneWebsite
BDO USA32AFSP, ATTY, CPA, EA28202(704) 887-4226www.bdo.com
Deloitte90AFSP, ATTY, CPA, EA28202(704) 887-1500www.deloitte.com
Elliott Davis36ATTY, CPA28202(704) 333-8881www.elliottdavis.com
Ernst & Young122AFSP, ATTY, CPA, EA28202(704) 331-0241www.ey.com
GreerWalker LLP29CPA, EA28202(704) 353-8225www.greerwalker.com
KPMG65ATTY, CPA, EA28202(704) 335-5501www.kpmg.com
PricewaterhouseCoopers64ATTY, CPA, EA28202(919) 270-1396www.pwc.com
RSM US30ATTY, CPA, EA28202(980) 256-7584www.rsmus.com
Grant Thornton46ATTY, CPA, EA28203(704) 926-0359www.grantthornton.com
Forvis Mazars56AFSP, ATTY, CPA, EA28209(803) 467-4692www.forvismazars.us

Only firms with a phone number on file are listed — without one the entry cannot be acted on. Sorted by postal area, alphabetically inside each: the IRS records a credential, not the quality of the work, and we have no basis to rank. Street addresses are deliberately not published; the ZIP is there so you can find someone on your side of town.

Which size fits you

The large national firms listed on this page audit public companies. They will not file a return for a plumbing business, and their minimum engagement is larger than most small firms bill in a year. Listing them is completeness, not a suggestion.

For a business under a few million in revenue the real choice is between a solo practice and a small firm. A solo is cheaper and knows your business personally; the risk is that one person is also one point of failure in March. A firm of two to five costs more and covers that, which is what you are paying the difference for.

The Charlotte market in numbers

Tax Preparation Services (NAICS 541213), Charlotte-Concord-Gastonia, NC-SC Metro Area, 2022
Establishments22726,819 nationwide
Employees993124,830 nationwide
Average annual pay$18,388$25,031 nationwide
Employees per firm4.44.7 nationwide

At 4.4 employees per establishment against 4.7 nationally, Charlotte is about the national average. In absolute terms that is a market of very small practices. That tells you who you will be dealing with rather than what you will pay: where practices are one- and two-person shops you talk to the person doing the work, and where they are bigger you are likelier to get an account manager and cover through filing season.

Storefront and seasonal preparers. Average pay in this code is low nationwide because much of the work is part-time and seasonal.

Cite this page

CountingFirms, “Tax preparation services in Charlotte, NC”, countingfirms.com/tax-preparation/charlotte-nc, data as of September 1, 2026. Sources: U.S. Census Bureau, County Business Patterns 2022; IRS Return Preparer PTIN listing, released under FOIA.

Tax preparation in other metros

Other accounting services in Charlotte

Questions

How many tax preparers are there in Charlotte?
538 firms in Charlotte employ someone the IRS credentials to prepare returns — that includes CPAs, enrolled agents, attorneys and holders of the Annual Filing Season Program record.
What is the difference between a CPA, an enrolled agent and an AFSP preparer?
All three may prepare your return. A CPA, an enrolled agent and an attorney can also represent you before the IRS in an audit or appeal. An AFSP holder can only represent you on a return they prepared themselves. If representation matters to you, ask about the credential before you ask about the price.
What do accountants earn in Charlotte, NC?
Average annual pay in this category is $18,388 across Charlotte-Concord-Gastonia, NC-SC Metro Area, against $25,031 nationally. Pay is a rough proxy for what a market charges: firms in expensive cities bill more because they pay more.
How do I check that an accountant is actually licensed?
The IRS publishes a directory of credentialed preparers, and every state board of accountancy runs a license lookup. The listings on this page come from the IRS record, which shows a credential — it does not say anything about the quality of the work, and this site does not rank firms.

Firm list: IRS Return Preparer PTIN listing, released under the Freedom of Information Act, February 2026. Market figures: U.S. Census Bureau, County Business Patterns 2022. We publish firm-level records only — no individual names or street addresses. Last updated .