Why Choosing the Right Tax Professional Matters

Because tax season doesn’t have to be stressful.

A good tax preparer can help you:

Avoid costly mistakes

Maximize deductions (like home office expenses or business mileage)

Stay compliant with local NC state and federal rules

Save time and reduce anxiety

But not all tax pros are created equal, especially if you’re new to the area, a small business owner, or dealing with unique financial situations.

5 Key Things to Look for When Hiring a Tax Professional in North Carolina

1. Experience Matters So Pick Someone Who Gets You

Not every tax preparer knows how to handle:

Self-employed individuals (freelancers, gig workers)
Small business owners (Charlotte-based restaurants, e-commerce shops, or local contractors)
Immigrants & non-resident aliens (if you’re not a U.S. citizen but still owe taxes)
Retirees (Social Security, pensions, and state tax rules can be tricky)

Pro Tip: Ask: “Do you handle [your specific situation] regularly?” If they say yes, they’re likely the right fit.

2. Check Their Reputation And Don’t Just Take Their Word for It

A little research goes a long way. Look for:

Online reviews (Google, Yelp, or even Facebook groups)

Local recommendations (Ask friends)

Avoid red flags (No reviews? Unprofessional website? Past complaints?)

Example: If you’re a freelance graphic designer in Charlotte, check what other local creatives prefer to have while working with their tax pro.

3. Certifications & Licensing: What Does It Mean?

Not all tax pros are created equal, here’s what to look for:

CPA (Certified Public Accountant) – The gold standard. They pass rigorous exams and must keep up with tax law changes.

EA (Enrolled Agent) – Licensed by the IRS, specializing in taxes. Great if you’re dealing with audits or complex returns.

Tax Attorney – Only needed if you’re facing legal issues (like a big audit). Most small business owners don’t need this.

Avoid: Tax preparers who just say “I’m an expert” without credentials.

4. Fee Structure: What’s Included?

Some tax pros charge:

Flat fee – Good for simple returns (like W-2 employees).

Percentage of refund – Risky if you owe money (some preparers keep it!).

Hourly rate – Best if your taxes are complicated (common for small business owners).

Ask upfront:“What’s included in my fee? Do I need to pay extra for anything?”

Since some preparers charge for:

Preparing forms

Filing extensions

Representation if the IRS audits you

5. Local Knowledge: Why It Matters in North Carolina

Tax laws can vary by state and North Carolina has some unique rules:

NC State Taxes – Some deductions (like property taxes) are different than federal.

Local Business Rules – If you’re a Charlotte-based contractor, you may need to pay sales tax on equipment purchases.

Military & Veterans Discounts – Union County and nearby cities offer tax breaks for veterans.

A good tax pro should know:

How NC’s Property Tax Exemptions work (especially if you own a home in Monroe or Concord).

Whether your business qualifies for NC Small Business Grants.

Any recent changes to local sales tax rates.

Red Flags: When to Walk Away

Not every tax pro is trustworthy. Watch out for:

“I’ll just file it and forget about it” – Good preparers will explain your rights.

No clear fee breakdown – If they won’t tell you upfront, it’s a red flag.

Pressure to sign over power of attorney – Legally, only the taxpayer can authorize IRS contact.

Past complaints on BBB or state licensing boards

Taxes don’t have to be scary, especially in North Carolina, where small businesses and self-employed play such a big role in our economy.

We help Charlotte, Monroe, Union County, and nearby areas navigate taxes without the stress. Whether you’re a freelancer, small business owner, or just want to make sure your return is done right, we’ve got you covered.