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Work with Trusted Tax and Bookkeeping Experts in Charlotte

Comprehensive tax preparation, filing, and bookkeeping services for W-2 employees, contractors, LLCs, and corporations.
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5.0
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Taxes Don’t Have To Be Stressful

With a background in economics, over 10 years of accounting experience, and valuable time spent working alongside two CPAs, we know how to make the process clear and manageable. We are a small local company, and we handle each return with care and responsibility, always looking for the best solutions for our clients.

Tax Law Expertise
Skilled in both federal and state tax laws, giving you accurate, compliant results.
Personalized Solutions
Tailored strategies for W-2 employees, 1099 contractors, LLCs, and small businesses.
Accuracy & Compliance
Every return is double-checked with advanced software for complete peace of mind.
Maximized Refunds
We uncover all deductions and credits while offering same-day electronic filing.
Year-Round Support
From secure online filing to IRS letter assistance and proactive planning, we’re here beyond tax season.
Proven Trust
Backed by excellent reviews and a strong reputation in the local community.

More Ways We Can Help You

In addition to tax services, we also offer a series of financial services instruments to assist individuals and small business owners. Our goal is to provide each client with a complete saving package they need to be successful.
Business Compliance Services
Certificate of Good Standing
A Certificate of Good Standing shows that your business is officially registered, fully compliant, and trusted to operate within the law. It’s the proof lenders, partners, and investors want to see before doing business with you.
For LLCs, corporations, and other registered entities, this certificate opens doors — from securing funding and bank accounts to expanding into new markets. Without it, you risk fines, delays, or missed opportunities. Get your Certificate of Good Standing and show the world your business is in top shape.
Register to Do Business (NC & other states)
Expanding your business? We handle the paperwork to register your company in North Carolina and other states, keeping you compliant with local laws while you focus on growth.
Managed Annual Reports
Avoid missed deadlines and penalties — we file your State annual reports on time and ensure your business information stays current with the Secretary of State.
Dissolution Filing
Officially close your business with the state. Whether your business has fulfilled its purpose, you’re moving on to a new opportunity, or any other reason brings it to an end, sometimes it’s time to close the doors. While a business can be voluntarily dissolved, it must also be formally terminated with the state. Without proper dissolution, the owners may still be responsible for ongoing state fees and obligations. We can assist you in preparing and filing your Articles of Dissolution to officially notify the state that your business is closed.
Certificate of Good Standing
We help your business obtain a North Carolina Certificate of Good Standing so you can prove legal compliance and keep your company active with the state. This document is often required for loans, contracts, and business expansion.
Certificate of Authority
We help out-of-state businesses get authorized to operate in North Carolina, making expansion easy and fully compliant.
Payroll Tax Registration
We register your business for payroll tax accounts so you can hire employees, run payroll, and stay compliant with IRS and state requirements.
Sales Tax Registration
We handle North Carolina sales tax registration for retailers and service providers, ensuring you’re properly set up to collect and remit taxes.
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Tax Preparation Planning
Bookkeeping & Managed Accounting
Monthly Bookkeeping
Stay organized with accurate monthly bookkeeping. We track your income, expenses, and receipts so your books are always tax-ready and up to date.
Transactional Recording
Every transaction matters — we record, categorize, and reconcile all your business activity, ensuring nothing slips through the cracks.
Financial Reporting
We prepare clear, easy-to-understand financial statements so you always know where your business stands and can make smarter financial decisions.
Payroll Services
We handle your payroll from start to finish — calculating wages, processing payments, managing tax withholdings, and filing all required payroll reports. Your team gets paid accurately and on time, and you stay fully compliant without the stress.
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Business Setup & IDs
Federal Tax ID (EIN)
We help new businesses obtain an Employer Identification Number (EIN) from the IRS — essential for opening bank accounts, filing taxes, and hiring employees.
Beneficial Ownership Information
Stay compliant with new federal reporting rules by filing your Beneficial Ownership Information (BOI) accurately. We guide you through the process to avoid penalties.
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About Us

Tax Specialist Portrait

We understand that every client comes to us with a unique set of circumstances, and we always take time to listen to your specific accounting needs.

Hi there! I’m Liza, the proud owner of TaxPro Consult and Bookkeeping Services. With years of experience as a Tax Professional and the distinguished ASFP credential from the IRS, I’m here to be your trusted guide—not only on past tax rules but also on the newest updates.
My goal? To help you stay prepared and confident when tax season comes around. It’s not just about refunds or payments—it’s about understanding the bigger picture so you can make smarter financial decisions for the future.
I like to keep things clear, practical, and approachable, because taxes don’t have to feel overwhelming. And my support doesn’t end with April 15th: I also provide bookkeeping and business consulting.
Thinking about starting your own venture or considering switching to an LLC? I’m ready to walk you through your options and help you make the best choice.

What Our Clients Say

Real experiences from individuals and small businesses who trust us with their taxes.

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Lauren A.
5.0
★★★★★
“TaxPro will take good care of you! All taxpreparers are vetted and skilled, staying current with changing tax laws and ensuring each client is a priority. We file remotely and it is easy and secure. We have been clients for several years; Liza and her team are top of the line and I highly recommend them to friends and family!”
B
Brian T.
5.0
★★★★★
“This is our 2nd year having our taxes done with Liza and we will definitely keep going back. She always get us an appointment quickly, she is friendly, the appointment doesn't take long and the price is reasonable.”
M
Maria S.
5.0
★★★★★
“Finally, I found a company in Huntersville that truly cares about its clients! TaxPro Consult and Bookkeeping Services LLC showed incredible attention to detail and professionalism while handling my taxes. It’s rare to see such a personal approach combined with expert knowledge. If you’re in Huntersville, NC and want tax and bookkeeping services you can fully trust — this is the team for you!”
A
Anson C.
5.0
★★★★★
"Liza is very professional and will handle all of your tax needs. She is also very aware of your time and works around schedules."
P
Paul T.
5.0
★★★★★
"TaxPro Consult and Bookkeeping Services LLC truly provides the best tax preparation in Charlotte and Huntersville, NC. I was looking for reliable bookkeeping services in Huntersville, and their professionalism exceeded my expectations. They made my tax filing process stress-free, answered all my questions, and saved me time and money. If you are searching for affordable tax services in Charlotte or need a trusted Huntersville bookkeeping company, this is the right choice!"
M
Mike L.
5.0
★★★★★
"We have worked with Liza for a number of year and every time it is quick and easy. Liza is always willing to answer our questions, but also values our time. This year, we did the online finalizing, which saved us even a trip to the office. Great place and fair price."
Tax Specialist Online Consultation

Free Consultation Available for Seniors

Take advantage of our trusted tax services with no upfront consultation cost.
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Our Partners

We collaborate with industry-leading platforms to deliver reliable, secure, and efficient tax and bookkeeping services.
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Frequently Asked Questions

Why haven’t I received my refund yet?
Refund delays can happen for several reasons. For example, processing backlogs, identity verification, or additional IRS review. We can help you check the status of your refund and find out what’s causing the delay. Get information about your refund via Track My Refund.If the information you are looking for is not available, you will need to contact them directly.
What happens if I file an extension?
A tax extension gives you extra time to file, but the IRS and state governments still expect you to pay your taxes on time.
If you expect to owe taxes, it’s important to make an estimated payment by the filing deadline to avoid penalties or interest.You can make your payments directly through these secure portals:

Federal taxes: IRS Payments Portal

North Carolina state taxes: NC Department of Revenue – File & Pay for Individuals

Once you complete your filing during the extension period, you can settle any difference between what you paid and your final tax amount.
What documents should I bring for my tax appointment?
Bring your W-2s, 1099s, prior year tax return, and any documents related to deductions or credits (like mortgage interest, childcare expenses, business expenses, or charitable contributions). We’ll guide you if you’re unsure.
Can you help if I haven’t filed taxes in several years?
Yes, we regularly assist clients with back taxes and compliance issues. We’ll work with you to get caught up and avoid penalties.
What’s the difference between tax planning and tax preparation?
Tax preparation is filing your return for the current year, while tax planning helps you reduce your future tax liability through smart strategies. We offer both.

Do you offer services for new business owners?
Absolutely. We assist new businesses in starting off successfully, from obtaining an EIN to registering your business and setting up bookkeeping.
How early should I book my tax appointment?
During tax season (January–April), we recommend booking early to secure your spot. Outside of tax season, appointments are available year-round for planning and compliance.
Didn’t find your answer?
Submit your question below and we’ll get back to you shortly. If it’s a popular question, we’ll also add it to our FAQ section.
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Expert Tax and Bookkeeping Insights from Our Team

November 28, 2025
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Temporary Senior Tax Deduction (2025–2028)
Seniors aged 65+ may qualify for a new temporary tax deduction from 2025–2028. Learn how much you can claim, income limits, and how this benefit works, explained in a simple, clear guide.
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2025 Tax Brackets and What They Mean for You
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November 14, 2025
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Do You Really Need an EIN?
Starting a new business and unsure whether you need an EIN? This guide explains who needs a business tax ID, when to apply, and how to avoid common filing mistakes — with expert tips from our tax professionals.
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November 11, 2025
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How Long Should You Keep Your Tax Records?
Unsure which financial records to keep and for how long? Our latest guide breaks down retention timelines for both individuals and businesses — so you can stay compliant and organized this tax season.
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Our Office Location
Regular Office Hours (off-peak)
Monday – Friday: 9:00 AM – 5:00 PM
Saturday & Sunday: by appointment only
Tax Season Hours (Jan – Apr / Filing Period)
Monday – Friday: 8:00 AM – 8:00 PM
Saturday: 9:00 AM – 3:00 PM
Sunday: by appointment only
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Our Office Location