Clarity today. Stewardship for tomorrow.
Personal tax preparation, planning, and accounting for individuals, families, and small business owners near Charlotte and across North Carolina.
How We Can Help
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Accurate federal and state returns, prepared with care and reviewed with you, so you understand exactly what you're signing.
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Business returns, QuickBooks setup and clean-up, bookkeeping, and year-end support for sole proprietors, LLCs, S corporations, and partnerships, from a Certified QuickBooks ProAdvisor.
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Strategy so there are no surprises in April: estimated payments, entity choices, retirement contributions, and planning around life's big changes.
Ready for a tax season without the stress?
Book a free 20-minute call. We'll talk through your situation, answer your questions, and see if we're a good fit. No pressure, no jargon.
Personal service you can count on.
Trinity Tax and Accounting is led by Managing Member Katherine Bunschoten, who brings decades of tax and accounting experience, participates in the IRS Annual Filing Season Program, and is a Certified QuickBooks ProAdvisor. Our name comes from the road we call home, and it also reflects our faith. To us, stewardship means handling what's been entrusted to us with diligence and integrity, and that's how we approach every return.
Have a Question?
Send us a quick note and let’s figure it out together.