J Y Tax and Accounting Services | 佳誉会计事务所
★★★★★ (126 reviews)2536 Plantation Center Dr B, Matthews, NC 28105
(980) 243-2433
Website: www.jyaccountants.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
H&R Block
★★★★½ (66 reviews)3116 Weddington Rd, Matthews, NC 28105
(704) 844-2772
Website: www.hrblock.com/tax-office-near-me/north-carolina/matthews/32728/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
The Pentagon Group
★★★★★ (45 reviews)1312 Matthews-Mint Hill Rd Suite 108-110, Matthews, NC 28105
(980) 202-2886
Website: www.pentagongroupinsurance.com/index.html
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"]}
Made Free Tax Advisory
★★★★★ (38 reviews)2536 Plantation Center Dr B, Matthews, NC 28105
(704) 323-5128
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"]}
Haws Financial Services
★★★★★ (30 reviews)13124 Idlewild Rd Suite C, Matthews, NC 28105
(980) 229-2388
Website: www.hawsfinancialservices.com
Hours: {"Friday":["10 AM–6 PM"],"Monday":["2–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–6 PM"],"Tuesday":["10 AM–6 PM"],"Wednesday":["10 AM–6 PM"]}
Financial Strategies Consulting Inc.
★★★★★ (26 reviews)1122 Sam Newell Rd Suite-105, Matthews, NC 28105
(704) 321-5747
Website: rolloverretirementincome.com
Hours: {"Friday":["9 AM–4:30 PM"],"Monday":["Closed"],"Saturday":["9:30 AM–3 PM"],"Sunday":["Closed"],"Thursday":["9 AM–7 PM"],"Tuesday":["9 AM–7 PM"],"Wednesday":["9 AM–7 PM"]}
CW LEE CPA
★★★★½ (16 reviews)9709 Northeast Pkwy STE 200, Matthews, NC 28105
(704) 334-5082
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["10 AM–2:30 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Jonathan Hicks CPA PLLC
★★★★★ (14 reviews)616 Matthews-Mint Hill Rd # F, Matthews, NC 28105
(704) 841-0777
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"]}
Hyn Tax Service
★★★★½ (14 reviews)119 S Trade St #102, Matthews, NC 28105
(980) 299-8750
Website: www.hyntaxservice.com
Hours: {"Friday":["8:30 AM–8 PM"],"Monday":["8:30 AM–8 PM"],"Saturday":["8:30 AM–8 PM"],"Sunday":["1–6 PM"],"Thursday":["8:30 AM–8 PM"],"Tuesday":["8:30 AM–8 PM"],"Wednesday":["8:30 AM–8 PM"]}
Nathan A Caldwell CPA, P.C.
★★★★★ (13 reviews)10322 Monrovia Dr, Matthews, NC 28105
(704) 858-4168
Website: nathancaldwellcpa.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"]}
Sarah N. Reames, CPA, PLLC
★★★★½ (15 reviews)2548 Plantation Center Dr B, Matthews, NC 28105
(704) 362-2272
Website: www.sarahreamescpa.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"]}
Davies Goldstein & Associates
★★★★☆ (15 reviews)3633 Pleasant Plains Rd, Matthews, NC 28104
(704) 684-0555
Website: www.dgacpa.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"]}
CC&P Business Essentials
★★★★★ (13 reviews)9729 Northeast Pkwy Unit #400, Matthews, NC 28105
(980) 414-1002
Website: ccpbe.com
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
Terry V. Aaseby, CPA, PLLC
★★★★½ (13 reviews)13124 Idlewild Rd Ste. A-B, Matthews, NC 28105
(704) 457-8557
Website: www.aasebycpa.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"]}
ILLION - tax&accounting
★★★★★ (12 reviews)132 Linville Dr, Matthews, NC 28105
(704) 726-6994
Website: illion.tax
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–6 PM"],"Tuesday":["10 AM–6 PM"],"Wednesday":["10 AM–6 PM"]}
Portes Prosperity Tax and Insurance
★★★★½ (10 reviews)1312 Matthews-Mint Hill Rd #204, Matthews, NC 28105
(980) 245-2543
Website: portesprosperity.com
Hours: {"Friday":["11 AM–7 PM"],"Monday":["11 AM–7 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["11 AM–7 PM"],"Tuesday":["11 AM–7 PM"],"Wednesday":["11 AM–7 PM"]}
Michael T. Dulin CPA PA
★★★★★ (8 reviews)233 N Trade St, Matthews, NC 28105
(704) 847-0874
Website: www.dulincpa.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Ryan, Geer, Field & Rhodes PLLC
★★★★☆ (9 reviews)1234 Mann Dr STE 100, Matthews, NC 28105
(704) 847-8855
Website: www.ryangeer.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
David N. Wurst, CPA, PA
★★★★½ (7 reviews)2548 A Plantation Center Dr, Matthews, NC 28105
(704) 849-0990
Website: www.davidwurstcpa.com
Hours: {"Friday":["9 AM–1 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"]}
Fuller Jeffrey L CPA
★★★★½ (7 reviews)316 E Matthews St, Matthews, NC 28105
(704) 844-6683
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"]}
One Source Payroll
★★★★★ (6 reviews)624 Matthews-Mint Hill Rd #109, Matthews, NC 28105
(980) 819-0050
Website: www.one-sourcepayroll.com/pricing
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"]}
Rollins & Rollins
★★★★☆ (7 reviews)2008 Moore Rd C, Matthews, NC 28105
(704) 847-1040
Website: www.7048471040.com
Hours: {}
LH Bookkeeping Services
★★★★★ (4 reviews)11510 Chestnut Hill Dr, Matthews, NC 28105
(704) 269-8845
Website: www.lhbookkeepingservices.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"]}
Carolinas Tax and Business Services
★★★½☆ (3 reviews)11100 Monroe Rd # O, Matthews, NC 28105
(704) 246-8226
Website: carolinastaxbusiness.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"]}
CPA CHARLOTTE CW LEE
★★★★★ (2 reviews)9709 Northeast Pkwy STE 200, Matthews, NC 28105
(704) 334-5082
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"]}
Desai and Desai LLP
★★★★★ (2 reviews)2423 Plantation Center Dr B, Matthews, NC 28105
(704) 845-0918
Website: www.desaillp.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"]}
Bricks & Quarters LLC
★★★★½ (2 reviews)3122 Fincher Farm Rd Suite 100-569, Matthews, NC 28105
(980) 480-7074
Website: www.bricksandquarters.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"]}
Accounting Service of W.C. Derenge, CPA, INC.
★★★★★ (1 reviews)211 W Matthews St STE 203, Matthews, NC 28105
(704) 547-0224
Website: derengecpa.com
Hours: {"Friday":["9 AM–3 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Paxton Tax Service
★★★★★ (1 reviews)2023 Stallings Rd, Matthews, NC 28104
(704) 704-5490
Hours: {}
Forensic accounting corp
★★★★★ (1 reviews)205 N Trade St, Matthews, NC 28105
Website: forensicaccountingcorp.com/locations/matthews
Hours: {"Friday":["9 AM–10 PM"],"Monday":["9 AM–10 PM"],"Saturday":["9 AM–10 PM"],"Sunday":["9 AM–10 PM"],"Thursday":["9 AM–10 PM"],"Tuesday":["9 AM–10 PM"],"Wednesday":["9 AM–10 PM"]}
Latorre And Company
★☆☆☆☆ (1 reviews)10550 Independence Pointe Pkwy #200, Matthews, NC 28105
(844) 200-1730
Website: latorreandcompany.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["8 AM–2 PM"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
McIver Accounting Services
1122 Kale Wood Dr, Matthews, NC 28105
(704) 858-6525
Hours: {"Friday":["9 AM–9 PM"],"Monday":["9 AM–9 PM"],"Saturday":["9 AM–9 PM"],"Sunday":["Closed"],"Thursday":["9 AM–9 PM"],"Tuesday":["9 AM–9 PM"],"Wednesday":["9 AM–9 PM"]}
Ideal Tax Services
2217 Matthews Township Pkwy, Matthews, NC 28105
(877) 829-3290
Website: www.idealtaxservice.com/about-us
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["12–6 AM","9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–12 AM"]}
Community Tax Consultant
2409 Plantation Center Dr, Matthews, NC 28105
(704) 849-0115
Website: communitytaxservicellc.com
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–3 PM"],"Tuesday":["9 AM–3 PM"],"Wednesday":["9 AM–3 PM"]}
Dylan Nguyen, EA
9949 E Independence Blvd, Matthews, NC 28105
(813) 263-6993
Website: dylannguyenea.webflow.io
Hours: {}
Drake Accounting & Tax Services
116 McKee Rd, Matthews, NC 28105
(704) 821-4883
Hours: {}
Franklin & Franklin
3320 Siskey Pkwy, Matthews, NC 28105
(704) 845-1195
Website: www.franklincpas.net
Hours: {}
About Tax Preparers in Matthews, NC
**Finding a Tax Preparer in Matthews, North Carolina**
Matthews is a growing suburb of Charlotte with a diverse local economy, including retail centers like the Matthews Township Shopping Center and a strong presence of small businesses, healthcare services, and manufacturing. Whether you are a self-employed contractor, a family managing rental properties, or a retiree navigating Social Security and investment income, a local tax preparer can help you file accurately and maximize your deductions. Matthews residents also face state-specific rules, such as North Carolina’s flat income tax and sales tax deductions, which a knowledgeable preparer can address.
Using a tax preparer in Matthews ensures you comply with both federal and state requirements while avoiding costly errors. Many residents also benefit from guidance on tax credits like the Earned Income Tax Credit or education-related deductions. A local professional understands the community’s financial landscape and can provide year-round support for questions or audits. Before hiring, verify credentials, check reviews, and ask about their experience with your specific tax situation. For a directory of qualified tax preparers in Matthews, visit BeforeTaxUSA.com.
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.