If you’re a business owner, professional, or high-income household in Charlotte, NC, chances are you’re not getting the tax strategy you deserve. Whether you’re dealing with confusing IRS notices, inconsistent bookkeeping, or wondering if your S Corp is even structured right—we’re here to fix that.

At Polaris Tax & Accounting, we serve clients across Charlotte, Lake Norman, Huntersville, and Asheville with a virtual-first model that prioritizes strategy, responsiveness, and real results. No fluff. No outdated paperwork. Just real answers—backed by real credentials.

✅ Serving Charlotte’s Most Ambitious Business Owners

We’re not your average tax shop. And that’s a good thing.

Charlotte is home to some of the most innovative entrepreneurs and professionals in the country—tech startups, legal consultants, boutique real estate investors, and growing service firms.

These clients choose Polaris because we offer:

  • Tax planning before tax season

  • Clear answers when the IRS gets involved

  • A smarter structure for growing businesses

📌 Learn the difference between tax projections and tax prep »

What We Offer to Charlotte Clients

Whether you’re new to running a business or trying to fix the mess your old accountant left behind, we bring clarity, consistency, and confidence to your tax life.

✅ Tax Planning & Projections

Our proactive planning services keep you ahead of surprises and help you save before you file.

✅ IRS Help & Resolution

From transcript pulls to notice response and penalty abatement, we don’t just file—we represent you.
📌 Read how we help North Carolina taxpayers respond to the IRS »

✅ S Corp Optimization & Entity Structuring

Many Charlotte firms operate inefficiently or with outdated S Corp setups. We evaluate your structure and fix what’s broken.
📌 Is your S Corp setup hurting you? »

✅ Full-Service Virtual Bookkeeping

No more late financials or random spreadsheets. We build real-time systems that integrate with your goals.
📌 Explore how good books fuel better tax strategy »

100% Virtual. 100% Charlotte-Focused.

We may operate virtually, but our roots are real. Polaris was born out of the challenges Charlotte business owners face every day:

  • Confusing IRS letters

  • CPAs who disappear after April

  • Entity structures that cost more than they save

We don’t just check boxes. We take over where others drop the ball.

The Polaris Difference

  • Led by an IRS Enrolled Agent

  • Tax expertise + tech systems that keep your business lean

  • Transparent communication, no outsourced surprises

  • Year-round availability, not just during tax season

Ready to Experience Real Strategy?

If you’re tired of the same tax results—or worse, the same mistakes—it’s time for a change.

📅 Schedule a consultation with Polaris today

We’re ready to serve Charlotte’s professionals, entrepreneurs, and forward-thinkers with the level of tax and accounting support you actually deserve.