Accountants & tax strategists in Charlotte, NC
Taxes in Charlotte mean federal rules, North Carolina rules and the details of your own situation. BATS brings them together into one clear plan, with returns prepared accurately and strategies that lower your bill.
Taxes for Charlotte individuals and businesses
North Carolina taxes personal income, and state returns are filed with the North Carolina Department of Revenue. Planning has to account for both federal and North Carolina rules.
Charlotte clients work with BATS entirely online: book a call, upload documents through the secure portal and review your return or plan with your advisor before anything is filed.
Working with BATS in Charlotte
- Service area
- Charlotte and surrounding communities
- State agency
- North Carolina Department of Revenue
- State tax on wages
- Yes
- Statewide sales tax
- Yes
- Meetings
- Phone and video, at times that suit you
- Hours
- Monday to Friday, 9am to 6pm ET
- Contact
- [PHONE NUMBER]
Popular services in Charlotte
Individual Tax Preparation
Federal and state Form 1040 preparation for W-2 earners, families and investors, filed electronically and reviewed line by line.
Learn moreTax Preparation & FilingBusiness Tax Preparation
Partnership, S corporation and C corporation tax returns prepared accurately and on time, with K-1s delivered to owners.
Learn moreTax Planning & StrategyTax Planning & Strategy
Proactive, year-round tax planning that lowers your bill through timing, structure, retirement contributions and credits.
Learn moreAccounting & BookkeepingBookkeeping Services
Monthly bookkeeping, bank reconciliations and financial reports so your numbers are always current and tax-ready.
Learn moreAccounting & BookkeepingPayroll Services
Full-service payroll with direct deposit, federal and state payroll tax filings, W-2s and new-hire reporting.
Learn moreIRS Representation & ResolutionIRS Audit Representation
Representation before the IRS and state tax agencies during correspondence, office and field audits.
Learn moreEvery BATS service available in Charlotte
Tax Preparation & Filing
Tax Planning & Strategy
IRS Representation & Resolution
Accounting & Bookkeeping
Charlotte clients we help most
Individuals & families
W-2 earners, families and investors who want every credit and deduction they are owed.
Learn moreSmall businesses
LLCs, S corporations and partnerships that need clean books, payroll and smart returns.
Learn moreSelf-employed & freelancers
Contractors and gig workers managing self-employment tax and quarterly payments.
Learn moreReal estate investors
Landlords and short-term rental hosts using depreciation and 1031 exchanges.
Learn moreE-commerce sellers
Online sellers juggling payouts, inventory and multi-state sales tax.
Learn moreAccounting firms
CPA and tax practices that need extra preparation or bookkeeping capacity.
Learn moreCommon situations we handle for Charlotte clients
You trade crypto
We reconcile wallets and exchanges and report gains and income correctly.
Cryptocurrency & Digital Asset TaxYou hired your first employee
We register payroll accounts, run payroll and file quarterly returns.
Payroll ServicesYou received an IRS letter
We explain the notice, check the IRS figures and respond before the deadline.
IRS Notices & LettersYour business books are behind
We catch up and reconcile your accounts so returns and decisions rest on real numbers.
Bookkeeping ServicesYou started a side business
We set up the books, estimate quarterly taxes and decide whether an LLC or S corporation election makes sense.
Self-Employed & Freelancer TaxYou own rental property
We claim depreciation correctly and plan around passive loss rules and future sales.
Real Estate Investor TaxStarting or running a business in Charlotte
The tax and registration steps for a new Charlotte business, in order. We can handle the tax side of each one.
- Choose your structureDecide between a sole proprietorship, LLC, S corporation or C corporation based on your expected profit.
- Register with North CarolinaForm your entity with North Carolina's business filing office and get a federal EIN from the IRS.
- Open tax accountsRegister with the North Carolina Department of Revenue for sales tax and, if you hire, payroll accounts.
- Check Charlotte licensesConfirm any city or county business licenses and permits required for your type of business in Charlotte.
- Set up books and payrollOpen a business bank account, connect accounting software and set up payroll before the first pay date.
- Calendar your deadlinesPut federal, state and local filing and payment dates in one schedule so nothing is missed.
Tax deadlines for Charlotte
Calendar-year filers. Dates move to the next business day on weekends and holidays. North Carolina deadlines are added to your personal calendar when you work with us.
| Jan 15 | Fourth-quarter estimated tax payment for the prior year |
|---|---|
| Jan 31 | W-2s and 1099-NEC forms due to workers and the IRS |
| Mar 15 | Partnership (1065) and S corporation (1120-S) returns |
| Apr 15 | Individual (1040) and C corporation returns; first-quarter estimate |
| Jun 15 | Second-quarter estimated tax payment |
| Sep 15 | Third-quarter estimate; extended partnership and S corp returns |
| Oct 15 | Extended individual returns |
Getting started from Charlotte
Book a consultation
Tell us about your situation in a short call or video meeting.
Share documents securely
Upload files through an encrypted client portal from any device.
Get your plan and filings
Your advisor prepares returns, books or a strategy and reviews them with you.
Stay on track all year
We keep an eye on deadlines, estimates and changes in tax law for you.
Do you have accountants who serve Charlotte?
Yes. BATS serves clients in Charlotte and across North Carolina. We work through secure online meetings, e-signatures and an encrypted document portal, so you get a dedicated advisor without visiting an office.
Can you prepare my North Carolina state return?
Yes. We prepare North Carolina resident, part-year and nonresident returns along with your federal return, and file them with the North Carolina Department of Revenue.
How much does tax preparation cost in Charlotte?
It depends on the forms involved, the number of states and how organized your records are. After a short consultation we give you a written quote, so you know the cost before any work starts.
Do you work with small businesses in Charlotte?
Yes. We handle bookkeeping, payroll, business returns and year-round planning for Charlotte businesses, from sole proprietors to multi-owner companies.
Does Charlotte have sales tax?
Yes. North Carolina charges sales tax, and local rates can add to the state rate. We help Charlotte businesses register, collect the right rate and file returns with the North Carolina Department of Revenue.
Can you run payroll for employees in Charlotte?
Yes. We register your North Carolina payroll accounts, run payroll on schedule and file federal and state payroll returns, including unemployment insurance and state income tax withholding.
How do I pay estimated taxes as a Charlotte freelancer?
You make quarterly federal payments with Form 1040-ES and, because North Carolina taxes income, state estimated payments too. We calculate both and send reminders before each due date.
I'm moving to or from Charlotte. What changes?
You may need part-year returns for each state you lived in, and your withholding and estimated payments may need updating. We handle the move-year filings and set you up for the new state.
I haven't filed taxes in years. Can you help a Charlotte resident catch up?
Yes. We pull your IRS transcripts, prepare the missing returns, request penalty relief where possible and set up a payment plan for any balance.
Can you help with an IRS audit or notice?
Yes. With your authorization we deal with the IRS directly, prepare the response and represent you through the process.
Can I meet an advisor in person in Charlotte?
Our service is built around video and phone meetings, which lets us serve Charlotte clients quickly without a commute. Contact us if you have a specific need to meet in person.
Do you offer year-round tax planning in Charlotte?
Yes. We meet with you mid-year and again in the fall, so you can act on savings opportunities before December 31.
How do Charlotte business owners get started?
Book a consultation. We review your last returns and current books, then give you a written quote and a plan for the year.
Other North Carolina cities we serve
Tax help in Charlotte
Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.