Momentum Tax & Accounting - Tax Preparation Service
Tax preparation service in Charlotte, NC
- Address
- 15720 Brixham Hill Ave #300, Charlotte, NC, 28277
- Phone
- (888) 593-7772
- Website
- momentumtax.com
About Momentum Tax & Accounting - Tax Preparation Service
Momentum Tax and Accounting is led by Mark Kenison, who brings over two decades of experience in tax reduction, asset management, budgeting, and retirement planning to the firm's Charlotte office at 15720 Brixham Hill Avenue, Suite 300. Kenison holds dual credentials as an IRS Enrolled Agent and a Certified Financial Planner, combining tax expertise with broader financial planning knowledge under a single roof. The firm positions itself as a cloud-based accounting practice, leveraging technology to serve clients rather than relying solely on in-person, paper-based processes. Services include cloud accounting, tax preparation, tax planning, tax resolution, and accounting and bookkeeping, giving clients a range of options depending on whether they need routine compliance work or help resolving an existing tax problem. Momentum emphasizes accessibility for new clients through a complimentary consultation designed to assess where a client currently stands financially and where they want to go, a starting point the firm uses before recommending a specific mix of services. That approach has helped the firm build a base of more than 500 satisfied clients and maintain a five-star Google rating, according to the firm's own materials. Kenison's credentials extend to QuickBooks ProAdvisor Gold certification and verification through TaxBuzz, both of which speak to a level of technical proficiency with modern accounting software and third-party validation of the firm's service quality. With over 30 years of combined experience referenced on the firm's site, Momentum Tax and Accounting presents itself as an established, technology-forward option for Charlotte-area individuals and businesses seeking tax and accounting support.
Services
- cloud accounting
- tax preparation
- tax planning
- tax resolution
- bookkeeping
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