Trilogy Tax and Consulting INC

Tax preparation service, Business development service, Tax consultant in Charlotte, NC

Address
2015 Ayrsley Town Blvd #202, Charlotte, NC, 28273
Phone
(704) 766-9000
Website
trilogytaxandconsulting.com

About Trilogy Tax and Consulting INC

Trilogy Tax and Consulting has provided tax preparation and consulting services from its Charlotte office at 2015 Ayrsley Town Boulevard, Suite 202, since 2008, and today serves individual and business clients across all 50 states. The firm's core work includes individual and small-business tax preparation, filing support for 1099 contractors and the self-employed, and business formation and entity structuring for new companies. Clients facing an IRS inquiry can enroll in the firm's Audit Maintenance Pro program for ongoing audit assistance, and those needing cash quickly can apply for refund advance loans during tax season. To make service more convenient, Trilogy built its own mobile app, Taxes to Go, which lets clients upload documents and receive same-day service without an in-person visit, and the firm also offers virtual consultations over Zoom for clients who prefer not to come into the office at all. Beyond preparing returns, Trilogy runs a tax preparer training program that teaches participants how to become paid preparers, set their own fees, and build a book of business, with support obtaining a PTIN and EFIN; the firm states that trained preparers can earn between $5,000 and $100,000 a year. Trilogy also partners with Trilogy Youth and Family Services to run a financial education program for children ages 6 to 15, extending its mission beyond tax season into long-term financial literacy for families. The office keeps extended hours to accommodate working clients, staying open Monday through Friday until 8 p.m. and Saturdays until 5 p.m.

Founded in 2008, Trilogy Tax and Consulting has grown from a Charlotte tax practice into a firm serving clients in all 50 states, while also running a preparer training program and a youth financial literacy initiative through Trilogy Youth and Family Services.

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Trilogy Tax and Consulting INC in Charlotte, NC