Lake Norman is home to entrepreneurs, investors, professionals, and families who deserve more than once-a-year tax filing. At Polaris Tax & Accounting, we help clients around Lake Norman—from Huntersville to Cornelius—develop real tax strategies that work all year long.

Whether you run an S Corporation, manage rental properties, or need help understanding how NC’s tax changes impact your personal return, our team brings the experience, clarity, and structure to make it happen.


Tax Services for Lake Norman Individuals & Businesses

✔ Proactive Tax Planning

If you’re tired of tax season surprises, we help you plan ahead. Polaris provides:

  • Mid-year and end-of-year tax projections
  • Withholding and estimated payment planning
  • Strategy sessions around retirement plans, capital gains, and credits

📎 Explore our NC Tax Projections & Planning Guide

✔ S Corp Optimization & Entity Strategy

We help small businesses reduce self-employment taxes and avoid compliance risks with:

  • Reasonable compensation planning
  • Clean financials for audit-proof books
  • S Corp conversion or structure reviews

📎 Why Your Last-Minute S Corp Setup May Be Hurting You

✔ IRS Help & Tax Resolution

From CP2000 letters to penalty notices, we clean up past messes—even those caused by other firms.

📎 See how we represent clients before the IRS

✔ Clean Bookkeeping = Clean Tax Returns

Sloppy books lead to overstated income, missed deductions, and audit risks. We help Lake Norman businesses stay organized year-round.

📎 Learn more about our bookkeeping services


Why Polaris?

  • Federally licensed Enrolled Agents (EAs) with unlimited IRS representation rights
  • Virtual firm with North Carolina roots—we know the local tax rules
  • Hands-on support and real answers from experienced professionals

Want to Lower Your Tax Bill in 2025?

Let’s look at your books, your business structure, and your current tax strategy. Then we’ll show you how to fix what’s broken—and build what works.

📅 Schedule a confidential consultation