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Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsMedical Practices & ClinicsPhysicians, urgent care, clinics, dentalHealthcare StaffingTravel nurse, allied and per diem agenciesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerceSoftware & SaaSRevenue recognition, sales tax, R&DRestaurantsTip credit, payroll and sales taxRealtors & AgentsCommissions, S corp and deductionsStaffing & IT CompaniesIT staffing, software, multi-state payroll
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Charlotte, NC · Local advisory
Charlotte is one of the largest banking centers in the country, with a growing base of fintech, manufacturing, logistics and family businesses. Our advisors serve Charlotte clients remotely, with on-site visits as needed.
What we handle
North Carolina has a flat individual income tax that is scheduled to keep falling, a corporate income tax being phased down, and a franchise tax on capital. It also decouples from federal bonus depreciation, so businesses need separate state schedules. We plan around these rules and the taxed pass-through entity election.
Finance professionals in Charlotte often have deferred compensation, equity awards and investment income, and many companies here operate in South Carolina too. We handle multi-state returns, executive compensation planning and IRS matters.
Speak with an advisorWhere we help
Executive and company tax.
Depreciation and nexus.
Quality of earnings.
Income and estate planning.
Our approach
A senior advisor reviews your situation.
Scope, fees and timeline in an engagement letter.
Secure document exchange, meetings and filings.
IRS contact, planning and support all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
No. North Carolina requires an addback of most federal bonus depreciation and lets businesses deduct it over later years.
North Carolina taxes your wages earned there, and South Carolina taxes you as a resident with a credit for tax paid to North Carolina.
Our offices are in Northern Virginia, Washington, DC and New York. We serve Charlotte clients remotely with secure document exchange and video meetings, and visit on site when an engagement needs it.
Yes. Our CPAs represent individuals and businesses in IRS examinations, appeals and collections nationwide under a Form 2848 power of attorney.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
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Header photo: Precisionviews, CC BY-SA 4.0, via Wikimedia Commons.