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Tel: (704)-502-3960
Strategic Tax Planning
Strategic Tax Planning
It’s Not What You Earn That Matters.
It’s What You Keep.
Optimizing taxes is essential to protecting your lifestyle, longevity, and legacy. That’s why at K&M Accounting and Tax Services, we make proactive tax strategy an integral part of our tax planning process.
With the best Tax Accountants on staff, we can help plan and prepare your state and federal returns and help you optimize business and individual tax returns, tax-favored investments, and charitable giving to keep more of what you earned for you and your heirs.
" Because income tax is typically our clients’ largest outflow, we place great importance on income tax planning and preparation. We want to be proactive at all times, not reactive."
-Krutika Chheda
We partner with high income earning families to formulate long term Tax Strategies to retain wealth and build assets:
Holistic view of entire family, business and investment tax situation
Long term wealth creation, growth and asset preservation
Access to free cashflow for growth, deferring taxes for later years
Reduce taxes on estate and gifts - keep more wealth for family
Investment tax planning - Real Estate, Stocks, Bonds, Crypto assets
Reduce taxes in retirement distributions to manage lifestyle
Tax Return Preparation and Filing
Tax Return Preparation and Filing
Business Tax Return
Business Tax Return
We prepare and file business tax returns for multiple entity types.
C-Corporation and S-Corporation Tax Return
Multiple member LLC and Partnership Tax Return
Schedule C for Sole Proprietors, Consultants, Contractors, Single Member LLCs.
Professionals (Doctors, Lawyers, etc) PLLC Tax Return
K1 Tax form issuance
Individual Tax Return
Individual Tax Return
We prepare and file individual tax returns for all tax situations including single filing, married filing jointly, married filing separately.
Home and Rental Property expense deductions
Stock and Crypto Investments
Multiple-State Returns
Foreign Income Return, Home country tax credits
Itemized Deductions - 350+ deductions
ITIN applications and tax filing for foreign entities
Green energy tax credits
Education, college tax credits
Charlotte's Best Tax Service:
Gold Winner
Get Started with our Award Winning
Tax Services
Call : (704)-909-0684 ;
Email: info@kmtaxservice.com
Key features of our Tax Service
Key features of our Tax Service
Biggest Tax Refund in Charlotte
Biggest Tax Refund in Charlotte
K&M Accounting and Tax Service in Charlotte will get you the biggest tax refund guaranteed. If you get a greater refund using any other tax service in Charlotte and Carolinas we will refund the tax preparation fees you paid us. It is that simple.
Maximum Tax Deductions
Maximum Tax Deductions
K&M Accounting and Tax Service’s Business Tax experts in Charlotte will get you the maximum tax deductions permissible on your business tax return.
Peace of Mind from common IRS Audit Triggers
Peace of Mind from common IRS Audit Triggers
K&M Accounting and Tax Service has enrolled agents, authorized to represent in front of IRS that will review your tax returns. You have peace of mind knowing that our expert business and individual tax return preparers and Enrolled Agents will check your business tax return and individual tax return for common IRS audit triggers.
Safe and Secure Tax eFiling
Safe and Secure Tax eFiling
K&M Accounting and Tax Service in Charlotte is IRS authorized e-file service provider. You can rest assure that your business and individual tax returns are filed securely.
Secure Online Client Portal
Secure Online Client Portal
K&M Accounting and Tax Service based in Charlotte offers local and distant clients access to secure online document portal to exchange documents. This allows clients to work remotely with us without having the need to travel to K&M Accounting and Tax Service's office in Ballantyne, Charlotte.
Fast and Reliable Tax Refund
Fast and Reliable Tax Refund
K&M Accounting and Tax service will file your tax return electronically in charlotte and you can get access your tax refund quickly through direct deposit in your bank account.
A+ Rating on BBB
A+ Rating on BBB
K&M Accounting and Tax Services L.L.C. is accredited with Better Business Bureau (BBB.org) since 2012 with an A+ Rating
Charlotte's Best Tax Service: Gold Winner
Charlotte's Best Tax Service: Gold Winner
K&M Accounting and Tax service was voted Charlotte's Best Tax Service - Gold Winner in 2024. We are humbled by the appreciation and recognition given to us by our clients.
We accept a limited number of new clients each year and ensure we give as much attention as possible to each client.
Call : (704)-909-0684
Email: info@kmtaxservice.com
Charlotte's Best Tax Service : Gold Winner
Tax Saving Strategies, Business, Individual and Investment Tax Returns
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