Tax Prep Directory
Bookkeeping & Payroll

Momentum Tax & Accounting - Tax Preparation Service

5 ·  80 Google reviews
· 15720 Brixham Hill Ave #300, Charlotte, NC 28277
Overview

Who sits at the desk.

Momentum Tax & Accounting - Tax Preparation Service is a bookkeeping and payroll support business in Charlotte, North Carolina, located at 15720 Brixham Hill Ave #300.

The directory lists the firm under Bookkeeping & Payroll, indicating services designed for business clients that need help maintaining financial records and managing payroll-related documentation, alongside tax-adjacent support. Bookkeeping and payroll support often centers on organizing income and expense activity, maintaining consistent financial records, and keeping documentation in a form that is easier to verify during tax season. When payroll is part of the engagement, clients typically provide compensation records and payroll-related documentation so the information can be structured for downstream reporting. For business owners, organized recordkeeping can reduce year-end friction because key numbers are already assembled and easier to review. Clear categorization of expenses and payments also helps improve the quality of tax-related work once return preparation is underway. Momentum Tax & Accounting’s Charlotte office supports appointment-based intake for local clients. Businesses should confirm the onboarding process and the specific records required through the business profile, and bring prior-year bookkeeping materials when available so the provider can establish a consistent baseline for the new tax cycle.

Snapshot

The four things worth knowing.

Specialty
Bookkeeping & Payroll
Bookkeeping
Credentials
Ask firm
Verify before engagement
Client Rating
5.0 / 5
80 Google reviews
Phone
(888) 593-7772
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
What clients said

In their own words.

Great customer service & very easy to work with.

Knowledgeable, personable and well organized.

With his knowledge and experience, we got more money back then we ever expected.