Mooresville Tax Service

Mooresville Tax Service

Reviews Summary

Mooresville Tax Service receives consistently outstanding reviews for their expertise, responsiveness, and personalized care. Clients praise their ability to simplify complex tax matters, save money, and provide year-round support for both business and personal needs. Their team is described as knowledgeable, professional, and highly attentive, often exceeding expectations. Many highlight long-term satisfaction, seamless service, and strong recommendations to others. The consensus emphasizes trust, reliability, and a client-first approach that makes tax management effortless.

About This Listing

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax

Contact Information

Address

907 Brawley School Rd

Mooresville, North Carolina 28117

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I?ve been working with Craig at Mooresville Tax for both personal and business tax needs, and I couldn?t be happier with the level of service. Craig is knowledgeable, thorough, and takes the time to explain everything clearly. He made the entire process stress-free, ensuring I understood my options and stayed compliant. His attention to detail and expertise are unmatched. Highly recommend for anyone looking for reliable, professional tax services in the Lake Norman area.

I highly recommend Mooresville Tax Service. I have my taxes prepared by Chrisann and really enjoy her studious and pleasant demeanor. She is very bright and I can count on her to reply promptly to answer any questions or concerns throughout the year. The entire office seems kind, reliable and hard working. I really appreciate Chrisann and the entire team helping to make my experience way less stressful than other tax service companies.

Mooresville tax is by far the best place to go for your tax needs. The communication is excellent and they have your best interest in mind at all times. I can?t say enough about how happy I have been with them since I found them. Don?t look any further, just call them!

I've been at Mooresville Tax Service for the last three years.They handle my business/personal taxes and a have done an excellent job. The whole team is extremely competent and quick to answer any questions or help with any needs from bookkeeping to tax preparation. I highly recommend!

We LOVE Mooresville Tax Service! My wife and I have used them for our tax returns since 2017 and their service is tremendous. They have saved us tons of money and educated us every time we sit down. We even use them for the creation of a personal business, payroll services, etc. Jessica has been tremendous doing our books. I can?t recommend them enough as they always take their time with us and all of our needs. Great small company! Thank you Mooresville Tax Service!

Mooresville Tax is simply the best! They truly care about their clients and always available to answer questions. I firmly believe they are important piece to my business and I'd be lost with out them. Do yourself a favor and schedule a consultation with them.. I guarantee you'll come out learning something or switching your accounting services to them! Thank you Craig, Jessica, and the team at Mooresville Tax!

Mooresville Tax Service is the BEST! I trust them so much that I refer them out to people looking for tax service. I have been with them for years and they are always saving me money. Very knowledgeable. They take care of my business, non-profit and personal taxes. HIGHLY RECOMMEND.

Mooresville Tax Service has been helping our family for many years! We have started with our personal tax returns and evolved into having Mooresville Tax Service to take care of our businesses as well. It's been a great time saving! The Tax advice and consulting with wonderful people that you can trust is what Mooresville Tax Service is about. Thank you.

I love working with Mooresville Tax Service! As a Top Producing Real Estate agent, my needs for an accountant are extensive. Craig and his team anticipate my needs, and work diligently every year to save me thousands of dollars I would otherwise not know to save! They are attentive and take time to meet their clients needs. I highly recommend!

I have used Mooresville Tax for over two years and always been impressed by their helpfulness and knowledge. Craig Lancaster is great at explaining complex tax issues, and I can recommend the company highly, based on how they handle my business accounting and tax returns, as well as my personal returns.

Mooresville Tax Service is Awesome! Everyone there is great. They always answer any questions or concerns I might have in a prompt and professional manner! I would definitely recommend using them! I'm glad I made the switch!

I cannot say enough about Mooresville Tax Service except that I wished I had contacted them sooner. For the past 3 years, they have handled the bookkeeping for my small business along with business and personal tax filings. Tax time is a breeze and we complete my taxes as I am sitting in their office! If I have any accounting/tax question throughout the year, I get a prompt and knowledgeable response. I would not consider entrusting in anyone else. I am, as they say, one happy camper!

Outstanding, customer-focused service! Mooresville Tax Service takes the time to get to know you as a person, helps you set and attain goals for your business if you're a business client, and helps you get the best results possible if you're an income tax client. They are incredibly responsive anytime you have a question or need assistance. You are definitely not "just" a client!

Mooresville Tax has exceeded my expectations for years. I switched my business to this company after a personal reference and was amazed at how quickly my books were cleaned up. Everyone knows what they are doing and its a very personable experience every time we call in needing something. I would recommend Mooresville Tax to anyone needing a reliable accountant!

We?ve been using Mooresville Tax Service for a number of years now. We use them for all of our business accounting as well as our personal taxes and couldn?t be more pleased with the service we receive. They?re always available to answer any questions we have and offer prompt and courteous service throughout the year.

If you want to ensure that your business is being taken care of when tax season arrives...this is the place to go! I trust every employee equally at Mooresville Tax Service & have worked with each one. They all are very knowledgable & professional. My phone calls & emails get answered right away & I feel included in on the process. I have trusted Mooresville Tax with my book keeping & tax returns for the past 5 years & recommend everyone to go to them! I have learned SO much from this team! Thank you Moor

Mooresville Tax Service is the best. The are so easy to work with and very quick to respond if I ever have any questions regarding my company or taxes. Everyone that I have referred to them loves them just as much as I do!

Mooresville Tax rocked my world! Dealing with taxes usually feels like a headache, but these folks turned it into a breeze. They didn't just crunch numbers; they actually cared about my story and found ways to save me some hard-earned cash. It's like having financial wizards on your side. Kudos to Mooresville Tax, they've earned every one of my five stars!

I have been working with Mooresville Tax Service since 2014. They have always been accommodating and helpful. They explain the process to you step by step and take extra time to answer any questions you may have. I always leave with a better understanding about my finances and a financial plan for the year. They are awesome.....

I made a switch to Mooresville Tax Service 1 1/2 years ago and it was the best decision I ever made. They are thorough and I love being able to ask questions and get answers in a reasonable time. I never feel rushed and the team has the knowledge I need to run my business more efficiently!

We are newer clients of Mooresville tax service and couldn?t be happier that we made the change. The staff is courteous, knowledgeable and extremely responsive. We use the monthly tax service for our real estate business which has saved us so much time and money.

We have used Craig and his Mooresville tax team since 2018 and highly recommend all their services. They are so thorough with every aspect of our business and personal accounts plus they explain their process making sure we are all on the same page. Thanks for all the help over the years and looking forward to a great 2023!

I switched to Mooresville Tax Service from my previous accountant 2 years ago and have been extremely pleased with the service I have received. Their staff is cheerful and very helpful. Any questions I have are answered in an expedient manner and explained in way that is understandable. I would recommend them to anyone who may be looking for basic tax service to large businesses. Inland Sea Supply Mooresville NC

I have been with Mooresville Tax Service since 2019 and haven't looked back. I use them for both my business and personal tax return and would highly recommend him and his services. Very knowledgeable, friendly and organized.

The staff at Mooresville Tax Service is the absolute best! You will not find a more knowledgeable, efficient or helpful group of people in the area! If you're in need of tax service, look no further! I honestly would be lost without them!

My company is Show Specialists. I supply labor for trade shows. I have been with Craig Lancaster and Mooresville Tax for several years now. It was the best move I have made since the inception of my company. They handle all of my personal , business taxes as well as payroll and I have never had an issue with them. I would highly recommend this company for any of your company or personal taxes. Craig Lancaster is a master at what he does. They will ALWAYS have my business

Mooresville Tax Service has been very helpful with preparing my corporate and personal taxes for several years. They are very knowledgeable of the tax law and are always available when I have any tax concerns or questions.

Mooresville Tax has been a game changer!! They cleaned up what my old accountant's had messed up, and got me back on track. My books have never been better. I have 100% confidence in them and they continue to do an outstanding job throughout the year and keep me updated with monthly statements.

Been going to Mooresville Tax for years. They take care of my business payroll and year end taxes. They also process my wife?s business taxes, and our personal as well. Outstanding customer service. Highly recommend!

Mooresville Tax knows their stuff. They have saved us a good bit of $$$ over the years with advice and careful attention to our taxes. In the crazy world of tax complexities, they have earned our complete trust. You would not be disappointed!

Mooresville Tax Service has been a very helpful and effective company to serve all of our tax needs. The tax professionals here are highly qualified and always work to answer our tax questions!

The staff at Mooresville Tax are amazing, professional and the most knowledgeable you?ll find! I?ve been using them for over 10 years and absolutely recommend them for all your accountant and tax needs.

I absolutely love Craig and his crew! Who says that about their tax person ??? He is accommodating as well as very knowledgeable and always is willing to answer emails with my one question ??. Or at times a few questions. He explains everything in detail as well. He knows his accounting! Highly recommend!

Mooresville Tax Service will do a great job for you and your business. They are efficient, organized, and take the headache out of bookkeeping and taxes.

Fantastic office and staff that have helped me so much financially. If you are a small business owner, look no further! Excellent customer service and knowledge of tax optimization for small businesses. Easy to work with and makes the complex seem simple. Couldn't more highly recommend!

I have been working with Mooresville Tax Service for a year, very happy with the service. Employees are very knowledgeable and professional, answered all my questions. Would recommend.

My business has been using Mooresville Tax Service since 2018. We love the staff!!! We trust them and can?t see ourselves anywhere else.

We have had the best experience with Mooresville Tax! Saved us thousands every year on our taxes. Highly recommend.

Garrett did an incredible job! So grateful to have a reliable company like MTS in our area!

Chris was so helpful and gave us great information to use in preparing for 2023. I would highly recommend Mooresville Tax Service. - Mike O.

These guys are the best! Always gives straight forward tax advice and gives you all your options. They provide so many services from payroll to book keeping. Couldn't do it with out them.

Very professional group. Timely and offer the best tax guidance that I have ever received. They provide proactive tax planning eliminating year end surprises.

Craig is extremely knowledgeable and detailed oriented. His follow-up is fantastic and he always explains everything in easy-to-understand terms. I could not be happier to have him as my "tax guy".

I have worked with Mooresville Tax for 3 tax seasons. They have been very helpful with planning, knowledgeable and professional.

I?ve worked with a handful of accountants and I have never been so happy and at ease with these guys. They are organized, on time with everything, incredibly thorough and so friendly. I can?t recommend them enough

Craig and his team are top notch accountants and bookkeepers. I am in real estate, and they are experts in working with me.

Craig and his staff are on top of everything. Any time I have a question, they are always there to assist. They are head and shoulders above the firm I used in the past.

I am the owner of a small local business and this firm has done wonders for me. They have a very experienced and friendly staff. Very easy to contact. I recommend this firm to everyone I know.

I have been a client for many years and never plan to go anywhere else. EVER. The staff always goes above and beyond for me and my business. I am extremely happy.

If you are a small business owner, look no further! Excellent customer service and knowledge of tax optimization for small businesses.

Unbelievable staff. Pleasant and always willing to help and go the extra mile.

Always accountable, reliable, caring about MY business and my family. Couldn't recommend this business more.

Their excellent advice and service has saved us thousands!

Mooresville Tax is the best service you?ll find!

Craig and Sara are prompt and fantastic to work with!

very easy to work with and great advise

Excellent tax service.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.