The Best Tax Attorney Charlotte NC Has To Offer

From filing the return correctly to worrying about your business debts being paid in time and in full, there isn’t one thing about taxes that isn’t taxing.

Even if we leave the impenetrable jargon aside, the urgency of tax-related issues is more than enough to make you wish there was someone that could help you face your problems with the Internal Revenue Service.

Our tax attorney review below goes over every major tax attorney in Charlotte, North Carolina.

Law Firm #1: J. David Tax Law

Tax Lawyer Logo

Founded in 2013 by Jonathan D. Sooriash, since becoming a United States Tax Court Bar Member, J. David Tax Law has been committed to helping people manage the money they’ve earned. While their team has grown quite a bit, their goals haven’t changed.

With capable tax lawyers of all profiles, J. David Tax Law is bound to have someone who could advise you on practically every aspect of individual or business tax, including, but not limited to the following practice areas:

  • Unfiled tax returns and unpaid taxes
  • Internal Revenue Service audit defense preparation
  • 940 and 941 payroll taxes
  • Wage garnishment
  • Sales tax issues and litigation

You’ll be glad to know that they are offering a free initial consultation. Should you want to discuss your case, you can either complete the contact form on their website, or give them a call on (888) 667-4584 from 8 AM to 7 PM on weekdays, or from 8 AM to 5 PM on Saturdays. Quality Charlotte, NC tax law attorneys, have never been more accessible.

J. David Tax Law got a perfect score on Better Business Bureau and a very respectable 4.8 stars derived from 160 reviews on Google reviews. These reviews are more impressive when you consider that clients don’t review law firms as often as they do other businesses.

It seems that their clients perceive most of the tax attorneys in J. David Tax Law as competent, highly detail-oriented, and very forthcoming with any information requested of them. The few negative reviews that did crop up were mostly referred to individual cases and didn’t seem to indicate a worrying trend in the way they conduct their business.


  • Free consultation
  • A large and versatile team
  • Respected by colleagues and clients alike
  • Decades of combined experience


  • No pricing info on their website
  • They don’t have an office in Charlotte. Everything is handled remotely

Law Firm #2: David B. Newman, LLC

David Newman Logo

David B. Newman, who can now boast more than 35 years of experience in tax law, opened his law firm back in 2010 in Charlotte, North Carolina. David B. Newman, LLC has since been competing shoulder to shoulder with some of the much larger and better-known tax law firms without any signs of falling back.

When it comes to tax law, which is their primary focus, they might be able to help you with any of the following issues:

  • Business and payroll tax assistance
  • Preparation of tax returns
  • Legal counsel and representation in tax court
  • Appealing government actions
  • General accounting

If you want to reach Mr. Newman, you can do so 24/7, either by using the contact form on the site we’ve linked above or by dialing (704) 980-7624. Since some law firms tend to charge their prospective clients even for the introductory consultation – regardless of its outcome, it bears mentioning that this is not the case with David B. Newman, LLC and that this initial contact will be completely free.

However, before you decide whether you want this tax law firm representing you, you might want to glance at their online reviews. While they do have decent ratings on most relevant platforms, like an A+ on BBB, or 4.1 stars on Google; and while most of their customers seem pleased by Mr. Newman’s expertise and dedication, some recurring negative reviews can be found on practically all of these websites.

However, most of these negative reviews have been addressed on the firm’s BBB profile. Likewise, since some of them, though extremely detailed, seem to be posted by different people on different platforms, they might be nothing to worry about, but we wanted to let you decide that on your own.


  • Each case gets Mr Newman’s full attention
  • Free consultation
  • Constantly available
  • Enviable results


  • Some reviews might be alarming
  • Their site could have been more informative

Law Firm #3: Paragon Law

Paragon Tax Lawyer Logo

Erik Lincoln established Paragon Law in 2013 and has since been providing legal assistance to the residents of Charlotte, not just with tax-related issues, but also with anything that has to do with business or real estate law. Since the day it was founded, the firm has been building a solid reputation for promptness and creativity in the solutions they presented to their clients.

Some of the services that you might find relevant include:

  • Tax appeals, audits and litigation
  • Tax preparation and consulting
  • Penalty reduction
  • Handling mergers and acquisitions
  • Dealing with LLC and partnership issues
  • Real Estate Planning

Paragon Law has two offices in Charlotte, North Carolina. You might want to first give them a ring at(704) 980-8274 for their SouthPark office or (704) 629-7026 for the one in Ballantyne, anytime between 7 AM and 7 PM, Monday through Friday. Naturally, the contact form on their site should get the job done just as well.

Regrettably, they only have a few online reviews, but the ones they do have are overwhelmingly positive. So, while five stars on Google may not exactly be as impressive when they’re coming from only nine reviews (as they are in this case), the complete absence of complaints is still at least somewhat comforting.

Regarding pricing, Paragon Law does not openly offer any free consultation, but they won’t charge you for sending them an email with all of your questions.


  • Experienced, versatile tax lawyers
  • Spotless business record
  • Described as pleasant and approachable
  • Reasonable pricing, according to some reviews


  • Weak online presence
  • No information regarding their fee structure


As if it wasn’t inscrutable enough, tax legislation is changing all the time, and it shows no signs on waiting for you to catch up. Thankfully, North Carolina is home to some of the best tax lawyers in the United States.

Even if you are reasonably proficient in this domain, finding a reliable local tax attorney in Charlotte, NC could end up saving you money. We hope our post has brought you at least a bit closer to this goal.

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