Tax, legal & finance in Charlotte

CPAs, tax preparers, attorneys and insurance agents

This list covers CPA firms, tax preparers, immigration and injury lawyers, financial planners and insurance agents, mostly in south Charlotte, Ballantyne, the University area and Matthews.

Check credentials before you hand over documents. A CPA license can be verified with the North Carolina State Board of CPA Examiners, an attorney with the North Carolina State Bar member directory, and an insurance agent with the North Carolina Department of Insurance. Anyone paid to prepare a federal return must have an IRS preparer tax identification number (PTIN) and sign the return.

Several CPA firms here, such as Shah and Trivedi in Charlotte and Desai and Desai in Matthews, list decades of experience on their own pages. Ask who will actually prepare your return, and when you will see a draft.

For immigration questions, use a licensed attorney, never a notary or a consultant who offers legal advice. If you have bank accounts in India, ask early about FBAR and Form 8938; the help guides on US taxes for new arrivals and on FBAR explain the basics in plain words.

By the CharlotteIndians.com team · Last checked October 31, 2026