H&R Block
★★★★★ (159 reviews)4405 Old Monroe Rd, Indian Trail, NC 28079
(704) 821-6195
Website: www.hrblock.com/tax-office-near-me/north-carolina/indian-trail/32389/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["9 AM–6 PM"],"Wednesday":["Closed"]}
Jackson Hewitt Tax Service
★★★★★ (138 reviews)2101 Younts Rd, Indian Trail, NC 28079
(704) 398-8640
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/nc/indian-trail/2101-younts-road/53700?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=53700
Hours: {}
Grupo Latino Multiservices LLC
★★★★★ (67 reviews)124 Unionville Indian Trail Rd suite A7, Indian Trail, NC 28079
Website: www.glmultiservices.co
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–5 PM"],"Saturday":["10 AM–4 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
CARLINI CPA, PLLC
★★★★★ (28 reviews)Creft Cir, Indian Trail, NC 28079
(704) 604-2613
Website: www.carlinicpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Liberty Tax
★★★★★ (20 reviews)608 Indian Trail Road South, Indian Trail, NC 28079
(704) 727-4473
Website: www.libertytax.com/13007
Hours: {"Friday":["Closed"],"Monday":["9 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["Closed"],"Wednesday":["9 AM–6 PM"]}
DJD Income Tax Services #2
★★★★★ (4 reviews)2000 Oakbriar Cir, Indian Trail, NC 28079
(704) 893-2896
Hours: {"Friday":["9 AM–9 PM"],"Monday":["9 AM–9 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–9 PM"],"Tuesday":["9 AM–9 PM"],"Wednesday":["9 AM–4 PM"]}
Chopelas Tax and Small Business Services
★★½☆☆ (5 reviews)3906 Crimson Wing Dr, Indian Trail, NC 28079
(704) 268-9748
Website: www.chopelastax.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Moore John CPA
★★★★★ (2 reviews)301 Post Office Dr suit 2, Indian Trail, NC 28079
(704) 821-7966
Hours: {}
Brooker bookkeeping
4389 Indian Trail Fairview Rd Suite # 24, Indian Trail, NC 28079
(704) 361-8958
Website: brookerbookkeeping.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–1 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
About Tax Preparers in Indian Trail, NC
If you live or work in Indian Trail, North Carolina, you know the town has grown quickly in recent years. With new housing developments, small businesses, and retail centers popping up along Independence Boulevard and around the Weddington Road area, many residents now face more complex tax situations. Whether you’re a freelancer, a remote worker, or a local business owner, your tax return may involve self-employment income, home office deductions, or multi-state filings that a simple online form might not handle well.
Working with a local tax preparer can help you avoid costly mistakes and find deductions you might otherwise miss. A professional in Indian Trail understands the specific tax rules for North Carolina residents, including state-level credits and local filing requirements. They can also help you plan ahead for next year, not just file last year’s return. Before you choose, check their credentials, read reviews, and ask about their experience with returns similar to yours.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.