Individual Tax Returns

Professional individual tax return preparation for Charlotte-area and remote clients nationwide.

Providence Consulting CPA, PLLC prepares and files individual income tax returns for business owners, their families, and individuals with more involved situations. We serve clients in Charlotte, NC and across the United States.

Who we help

We help clients with complex tax returns. We work with families and individuals who have rental properties, investments, equity compensation, or income in more than one state. We also help people who simply want a tax professional they can count on each year.

What we help with

  • Individual income tax return preparation and filing
  • Rental properties, investments, and self-employment income
  • Equity compensation, including stock options, RSUs, and ESPPs
  • Multi-state filings
  • Coordination with your business return when you own a business
  • Responding to IRS and state tax notices
  • Year-round tax planning and retirement tax planning

How it works

  1. Get in touch. Tell us a little about your situation and what you need help with.
  2. Upload your documents securely. Complete a Tax Organizer to answer tax questions and share your tax documents on our secure tax portal.
  3. We review and prepare. A tax professional reviews your documents, asks any follow-up questions, and prepares your return.
  4. Sign and e-file. You review and sign your return electronically, and we e-file it for you.

Reach out early

Space fills up during tax season, so the earlier you get in touch, the easier it is for us to fit you in. If you own a business, see our business tax services as well.

Talk about your individual return

Let us know what your tax year looked like and when you need to file, and we will follow up.

Contact Us