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Contact us

So we can meet the needs of all our clients, appointments are highly suggested.

To schedule a phone call, video call or in-person meeting, please use our online scheduler.

If you are just dropping off documents, this can be done anytime during our open hours. However, if we need time to review the documents, please use our online scheduler.

To request an appointment or more information e-mail us ([email protected]).  If you do not receive an email response within 24 hours please text 704-682-0416 or call the office 704-761-TAXS.



Our Info


Hours of Operation - Apr 20, 2026 - Aug 31, 2026*

Mon: Staff only

Tues: 10 am - 4 pm Mooresville Office

Wed: 10 am - 4 pm Mooresville Office

Thurs: 10 am - 4 pm Mooresville Office

Friday: Staff only 

*The office will be closed July 20 - July 24, 2026.

Phone Numbers

Mobile Office Phone

704-682-0416


Lake Norman Office

Office: 704-761-TAXS

Fax: 704-327-0221