Charlotte, NC CPA Services

INDIVIDUAL TAX PREPARATION

Stop Dreading Tax Season. Let a Charlotte CPA Handle It Right.

Whether you’re a W-2 employee, freelancer, or self-employed professional, Mark Rivera CPA prepares your personal tax return with accuracy, care, and zero stress. No confusing jargon — just a straightforward process handled by an experienced CPA.

Free Consultation

Who We Help With Individual Tax Preparation

Tax situations aren’t one-size-fits-all. At Mark Rivera CPA, we work with clients across Charlotte, NC who have varying levels of income complexity — from a single W-2 to multiple income streams, side businesses, and investment portfolios. If your return has moved beyond the “simple” category, you deserve a real CPA, not a software prompt.

W-2 employees with investments, rental income or life changes

Marriage, divorce, or new home

Freelancers and 1099 contractors

Managing self-employment income

Solopreneurs and side-hustle earners

Need Schedule C prepared correctly

Small business owners filing personal returns

Alongside their business taxes

Individuals with multiple income sources

Stock sales, or cryptocurrency transactions

Anyone who has outgrown tax software

Wants professional accuracy

What's Included in Your Individual Tax Return

When you work with Mark Rivera CPA, you get more than a completed form. You get a thorough review of your financial picture, proactive identification of every deduction you’re entitled to, and a CPA who’s available to answer questions — not a call center.

 
 
  • Federal Form 1040 preparation and filing
  • State income tax return preparation (North Carolina and applicable multi-state returns)
  • Schedule C preparation for self-employment and freelance income
  • Review and claim of all eligible deductions (home office, vehicle, business expenses, education, and more)
  • Capital gains and investment income reporting (Schedule D)
  • Rental income and expense reporting (Schedule E)
  • Prior-year return review to identify missed deductions or errors
  • E-filing with confirmation of IRS and state acceptance
  • Year-round access to your CPA for questions related to your return

who we are

Why Charlotte Clients Choose Mark Rivera CPA

A decade of Real-World Tax Experience

You share your current structure, revenue, and goals. Mark reviews your situation at no charge.

Specialized in Self-Employed and Solopreneur Tax

Most general tax preparers treat self-employment income as an afterthought. Mark Rivera CPA specializes in it. If you earn 1099 income or run a one-person business, you’re exactly who this firm was built for.

 
 

Boutique Firm, Personal Attention

You will never be passed off to a junior preparer or an offshore team. Mark Rivera personally handles your return from start to finish — and is available to answer your questions directly.

 
 

Free Consultation, No Pressure

Not sure if you need a CPA or what your return will cost? Start with a free, no-obligation consultation. Mark will review your situation, answer your questions, and give you a clear picture of next steps — with no commitment required.

 

More About Individual Tax Preparation

Frequently Asked Questions

Tax software asks questions and populates forms based on your answers — but it only knows what you tell it. A CPA actively reviews your financial situation to find deductions you may not have known to look for, catches errors before they become audits, and provides advice tailored to your specific circumstances. For straightforward W-2 returns, software may be sufficient. For freelancers, self-employed individuals, or anyone with multiple income sources, a CPA is almost always worth the cost.

 

Yes — this is one of our core specialties. We prepare Schedule C along with your Form 1040, ensure all business deductions are properly claimed, and calculate your self-employment tax correctly. If you have questions about estimated quarterly taxes or what expenses you can deduct, we cover those as well.

 

 

 

Possibly. Multi-state tax situations depend on a number of factors including your domicile state, where your employer is located, and any time spent working in other states. Mark Rivera CPA has experience handling multi-state returns and can determine exactly where you have filing obligations.

 

Pricing depends on the complexity of your return. The best way to get an accurate quote is to schedule your free consultation — Mark will review your situation and provide clear, upfront pricing before any work begins.

 

For your initial consultation, you don’t need anything formal. Once you’re ready to move forward, we’ll provide a checklist tailored to your situation. Generally, you’ll want to gather your prior-year return, any W-2s or 1099s received, records of deductible expenses, and any IRS correspondence.
 

Let's Get Started

You don’t need to have this figured out before you call. That’s exactly what the free consultation is for.

Schedule a Free Consultation