CPA in Charlotte, NC: Business Tax and CFO Help at 3707 Latrobe Dr
Business tax returns, North Carolina franchise and corporate income tax, monthly bookkeeping and fractional CFO guidance for Charlotte companies earning roughly $1M to $30M a year.
- Local office in Charlotte, NC
- CPA-led team
- Tax preparation and CFO planning in one place
Visit or call our Charlotte, NC office
Scalesight CPA
3707 Latrobe Dr
Charlotte, NC 28211
Phone: (704) 594-2514
You will find us on Latrobe Drive in the Grier Heights area of Charlotte, in Mecklenburg County.
Get driving directions | View Scalesight CPA on Google Maps
Please call ahead to set up a meeting time. Most client work happens through secure document sharing and video meetings.
A CPA firm for Charlotte, NC businesses
Our Charlotte location puts a Queen City address and a 704 phone number in front of the same CPA team that prepares returns, closes books and builds forecasts for Scalesight clients nationwide. Tax preparation for businesses and their owners anchors the relationship, and planning, bookkeeping and CFO reporting fill in the rest of the year. Browse everything we offer on the services page.
Charlotte had 874,579 people in the 2020 Census, and Mecklenburg County topped 1.1 million. Growth has pulled in banks and fintech, healthcare systems, contractors and trades, logistics near the airport and I-77, professional services firms and franchise owners with several locations.
North Carolina looks simple from the outside, with a flat individual rate and a low corporate rate. The complexity sits in franchise tax, sales tax that varies by county, and owners who still file in the state they left. Those are the details we watch.
What Charlotte companies hire us to do
- North Carolina franchise tax and corporate income tax filings
- S corporation versus C corporation reviews at the 2 percent state rate
- Sales and use tax reviews when delivering across county or state lines
- Monthly bookkeeping and a close that supports the return
- Multi-state filings for owners with South Carolina or other nexus
- Fractional CFO cash flow plans for hiring or a second location
- Part-year resident returns for owners who moved to Charlotte
Services from our Charlotte, NC office
- Business tax filingsAvailable from the Charlotte, NC office
- S corp, C corp and LLC returnsAvailable from the Charlotte, NC office
- Multi-state filingsAvailable from the Charlotte, NC office
- Tax strategy planningAvailable from the Charlotte, NC office
- Monthly bookkeepingAvailable from the Charlotte, NC office
- Virtual CFO servicesAvailable from the Charlotte, NC office
- Cash flow and runway managementAvailable from the Charlotte, NC office
- Personal tax filings for ownersAvailable from the Charlotte, NC office
North Carolina tax rules Charlotte businesses deal with
Flat individual income tax
For tax year 2026, North Carolina's individual income tax rate is a flat 3.99 percent (NCDOR 2026 withholding tables). Pass-through profits generally flow to the owners at that rate.
Corporate income tax
C corporations pay North Carolina corporate income tax at 2.00 percent for tax year 2026, per the NCDOR corporate income and franchise tax rates page.
Franchise tax
North Carolina still levies a franchise tax on corporations. For C corporations the rate is $1.50 per $1,000 of tax base, with a $500 cap on the first $1 million of base and a $200 minimum. S corporations pay $200 on the first $1 million of base, then $1.50 per $1,000 above that (NCDOR).
Sales tax in Mecklenburg County
North Carolina's state sales and use tax rate is 4.75 percent. Effective July 1, 2026, Mecklenburg County's combined state, local and transit rate is 8.25 percent after an additional 1 percent local levy (NCDOR current sales and use tax rates).
Annual report
North Carolina corporations and LLCs file an annual report with the Secretary of State. Missing the deadline can lead to administrative dissolution, so we put it on the same compliance calendar as estimated taxes.
Coming from another state
Charlotte has drawn many owners from higher-tax states. The former state can still tax income earned before the move and income sourced there afterward, so a clean residency change and North Carolina filings need to be planned together.
Rates and thresholds change. We confirm the current rules for your business before filing.
Charlotte neighborhoods and nearby cities we serve
Clients come to the Charlotte office from across Mecklenburg County and the surrounding Carolina suburbs. Documents move through a secure portal and meetings run on video, so a contractor in Huntersville or a practice in Fort Mill is served the same way as a company near Latrobe Drive.
- Grier Heights
- Myers Park
- Dilworth
- South End
- Uptown Charlotte
- NoDa
- Plaza Midwood
- Ballantyne
- University City
- SouthPark
- Matthews
- Mint Hill
- Huntersville
- Concord
- Gastonia
- Fort Mill, SC
- Rock Hill, SC
- Davidson
Other Scalesight CPA offices
How Charlotte, NC owners get started
Apply
Tell us about the business in about two minutes.
Growth Audit
A CPA reviews your statements, cash flow and tax approach.
Written plan
You get an action plan and, if we are a fit, a fixed scope in writing.
Execute
Monthly close, tax planning and CFO reviews on a set calendar.
Why owners choose Scalesight
Meet Brendan. He is the face of Scalesight CPA and the voice in our short videos. Every Growth Audit is CPA-led and ends with a written plan you can use with or without us.
CPA-led
Tax preparation, books and CFO work are led and reviewed by a CPA, not handed to a call center.
Built for $1M to $30M
Our process is designed for owner-led companies that have outgrown a basic tax preparer.
One team
The people who close your books also plan your taxes and prepare your returns, so nothing gets lost between firms.
Fixed scope in writing
You know what is included and what it costs before work starts.
Charlotte, NC CPA questions
Where is the Scalesight CPA Charlotte office?
We are at 3707 Latrobe Dr, Charlotte, NC 28211, in the Grier Heights area. Please call (704) 594-2514 before stopping by, since most meetings take place by video.
What is North Carolina's individual income tax rate for 2026?
A flat 3.99 percent for tax year 2026, according to the NCDOR withholding tables and instructions for employers.
Do North Carolina corporations still pay franchise tax?
Yes. C corporations pay $1.50 per $1,000 of tax base with a $500 cap on the first $1 million and a $200 minimum. S corporations pay $200 on the first $1 million of base, then $1.50 per $1,000 above that.
What is the sales tax rate in Mecklenburg County?
Effective July 1, 2026, the combined state, local and transit rate in Mecklenburg County is 8.25 percent, per NCDOR. The state rate alone is 4.75 percent.
Should my company be an S corporation or a C corporation in North Carolina?
It depends on owner count, growth plans and whether the 2 percent corporate rate plus franchise tax beats pass-through treatment. We model both before you elect.
Can the Charlotte office help with businesses outside North Carolina?
Yes. The Charlotte line reaches the same team that serves clients in all 50 states, so companies with Carolina and out-of-state operations get every filing from one firm.
Free Growth Audit for Charlotte, NC businesses
Prefer to talk first? Call the Charlotte, NC office at (704) 594-2514. Or apply below and a CPA will review your books, tax approach and cash flow, then send a written plan.
- Financial health review of recent statements and trends
- Cash flow and profitability analysis
- Review of your current tax approach
- Scalability readiness scorecard
- A written action plan you can use with or without us