Tax Prep Directory
CPA Firm

TEAM Financials CPA

5 ·  63 Google reviews
· 2332 Beatties Ford Rd, Charlotte, NC 28216
Overview

Who sits at the desk.

Where Charlotte sits within NC matters: neighborhood age, code requirements, and seasonal demand shift the dispatch calculus.

Ask the dispatch line what zip codes they cover most. TEAM Financials CPA shows up in Charlotte, NC as a atoz tax candidate worth scoping before booking. The notes below separate public-source documentation from what still needs to come from the dispatch line. No structured service signals are present in the public-source pass for this listing. That makes the dispatch conversation the primary signal — ask which services they actually perform versus those that get subcontracted. No structured homeowner use-case mapping is on file. Ask the dispatch what their typical recent jobs are — small repairs, full replacements, or commercial maintenance contracts. Before booking, ask the provider which exact services they handle in-house versus sub out, what their average response time is, and whether they offer a written estimate before any work starts. Vague answers usually mean overflow staff who do not know the company's actual practices. Treat the writeup as orientation, not vetting. The real-time dispatch conversation and written estimate carry the rest.

Snapshot

The four things worth knowing.

Specialty
CPA Firm
Tax Planning
Credentials
CPA
Verify before engagement
Client Rating
5.0 / 5
63 Google reviews
Phone
(704) 412-4242
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
Weekly schedule

When the doors are open.

Monday
8 AM to 8 PM
Tuesday
8 AM to 8 PM
Wednesday
8 AM to 8 PM
Thursday
8 AM to 8 PM
Friday
8 AM to 8 PM
Saturday
8 AM to 8 PM
Sunday
Closed

Hours typically extend during January–April filing season. Confirm appointment-only windows when scheduling.

What clients said

In their own words.

Fastest service I’ve ever received when filing my taxes.

Well organized business with hardworking people

Professional treatment and services top of the line tax work!