KP Tax Service

Call Directions Website Contact the business

KP Tax Service Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from KP Tax Service, Tax preparation service, Charlotte, NC.

Since 2010, KP Tax & Financial Services in Charlotte, NC has been a family-run, IRS-certified business offering personalized tax prep, strategic planning, and expert financial advice to help individuals, nonprofits, & small businesses thrive.

09/30/2026

“One stream of income and free tax prep? That’s not a financial plan."
At KP Tax and Financial Services, we believe in building multiple income streams and crafting intentional financial strategies. True financial wellness isn’t just about filing taxes—it’s about creating a blueprint for stability, growth, and generational wealth.

Too many people rely on the bare minimum and wonder why they stay stuck. It’s time to shift from reactive to proactive.

Here’s how we help:

Strategic tax planning (not just prep!)
Income diversification support
Business & personal budgeting
Financial coaching for families, entrepreneurs, and growing professionals
Guidance on wealth-building tools and tax-smart investments

[email protected] (704) 913-1733

TAX SEASON IS GOING TO MAKE SOMEBODY MONEY… WHY NOT YOU? 💸💚Every year, people wait for refunds, while tax preparers are ...
05/19/2026

TAX SEASON IS GOING TO MAKE SOMEBODY MONEY… WHY NOT YOU? 💸💚

Every year, people wait for refunds, while tax preparers are getting paid.

I’m officially opening enrollment for:

“Learn How To Make Income During Tax Season”

This hands-on training is for:
✔️ Beginners
✔️ Side Hustlers
✔️ Single Moms
✔️ Aspiring Entrepreneurs
✔️ Anybody tired of leaving money on the table

Inside the academy, you’ll learn:
✅ How to professionally prepare tax returns
✅ Real tax software training
✅ PTIN setup assistance
✅ How to find & keep clients
✅ Marketing & branding strategies
✅ Ethics & due diligence
✅ How to turn tax season into REAL income

Whether you want:
Extra money
A flexible side hustle
Your own tax business
Or a new skill that pays year after year…

This training was built to help you START.

💻 No accounting degree needed.
💚 Just consistency, willingness to learn, and the right guidance.

Early Bird Enrollment Opens Soon
Comment “TAX” or send me a message for first access.

You do not need to be wealthy to start planning wisely.Trusts are legal tools, and every family situation is different. ...
05/19/2026

You do not need to be wealthy to start planning wisely.
Trusts are legal tools, and every family situation is different. It’s important to work with a qualified estate planning attorney and trusted financial professionals to determine what fits your goals best.

To learn more about financial organization, tax planning, and legacy preparation, contact KP Tax & Financial Services.

Stay Ahead. Stay Compliant & Stay in Control.......   # KPTaxandFinancialServices
05/18/2026

Stay Ahead. Stay Compliant & Stay in Control....... # KPTaxandFinancialServices

Credit card companies are unsecured creditors. Missing payments hurts credit, but losing housing or utilities hurts much...
05/17/2026

Credit card companies are unsecured creditors. Missing payments hurts credit, but losing housing or utilities hurts much more.

Here's how to stop the bleed! Call Each Credit Card Company’s Hardship Department

Not regular customer service.

Ask specifically for:

“financial hardship assistance,”
“temporary hardship program,”
or “payment relief options.”

Explain:

your hours were cut in half,
your income changed unexpectedly,
and you cannot maintain the current minimum payments.

Possible outcomes:
lower payments,
reduced interest,
paused payments,
temporary forbearance,
closed account with repayment plan,
waived fees.

Many lenders would rather reduce payments than have you default completely. Need Help? Just ask! DM or comment ""Help Me Kelle in the comments below. ..

Why am I in Phoenix, Arizona?Simple. I’m taking advantage of the opportunity. This weekend's agenda: a FREE college tour...
05/16/2026

Why am I in Phoenix, Arizona?
Simple. I’m taking advantage of the opportunity.

This weekend's agenda: a FREE college tour at GCU while strategically using military-associated education benefits to explore earning another degree, that adds even more value, beyond tax preparation and financial services.

One thing about me — I believe in adding self value. . If there’s a legal benefit, scholarship, grant, or educational opportunity available, I’m going to maximize it.

Growth doesn’t always have to come with struggle. Sometimes it looks like being intentional, informed, and financially wise. — and I’m here for all of it.

Another tax season in the books… and whew, this one stretched me in the BEST way.  (Tea fingers)   :) This season wasn’t...
05/15/2026

Another tax season in the books… and whew, this one stretched me in the BEST way. (Tea fingers) :)

This season wasn’t just simple returns and quick filings.
I had the opportunity to work with some incredible clients doing REAL strategic tax planning — including nonprofit organizations, S-Corps, business owners, and professionals who are serious about building wealth the smart way.

And honestly? That’s the direction I’m growing into more every year.

Anybody can type numbers into software. And I mean anyone!

But helping people protect their money, clean up past mistakes, structure their business properly, understand compliance, and make tax decisions BEFORE problems happen? That’s a different level of service.

I’m grateful for every client who trusted me this season — especially the ones who came ready to learn, plan, and level up financially.

This work matters to me because taxes affect real lives, real businesses, and real futures.

Now that filing season has slowed down a bit, I’m shifting deeper into:
✔️ Strategic tax planning
✔️ Business structure guidance
✔️ Nonprofit compliance support
✔️ IRS resolution work
✔️ Helping people stop operating in survival mode financially

KP Tax & Financial Services is growing — and I’m VERY proud of that.

To my clients: thank you for the trust.
To future clients: don’t wait until tax season to get your finances together. The real magic happens BEFORE the deadline. - Kelle P.

04/15/2026

Taxes are due on the 15th. If you need more time, don't delay. I can help. Click the QR code and relax. Allow me to be your easy button. - KP Tax Service

Address

Charlotte, NC
28201-28237, 28240-28247, 28250, 28253-28256, 28258, 28260-28262, 28265-28266, 2

Alerts

Be the first to know and let us send you an email when KP Tax Service posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to KP Tax Service:

Shortcuts

Share