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
Every engagement starts with a free consultation and a clear, upfront quote, so you know exactly what to expect before any work begins.
-
Accurate federal and state returns, prepared with care and reviewed with you, so you understand exactly what you're signing.
-
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.
-
Strategy so there are no surprises in April: estimated payments, entity choices, retirement contributions, and planning around life's big changes.
How It Works
Getting started is simple, and there's no cost or commitment until you approve your quote.
1. Free consultation
A no-pressure 20-minute call to talk through your situation and answer your questions.
2. Clear, upfront quote
You’ll know the scope and the cost before any work begins. No surprise bills.
3. We handle the details
We prepare your return or books, review everything with you, and stay available year-round for questions and planning.
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.
At Trinity Tax and Accounting, we believe financial management should bring you clarity today and confidence for tomorrow. Based in North Carolina and serving individuals, families, and small business owners in the Charlotte area and across the state, our practice is built on proactive guidance, deep technical expertise, and genuine partnership.
Meet Our Managing Principal
Katherine Bunschoten, CPA Candidate, AFSP
Managing Principal
With decades of tax and accounting experience, Katherine leads Trinity Tax and Accounting with a focus on forward-looking strategy rather than just tax-season compliance. She participates in the IRS Annual Filing Season Program and holds certifications as a QuickBooks ProAdvisor, with extensive multi-platform expertise across Digits and Zoho Books.
Katherine believes that great financial guidance shouldn't require a translation key. She specializes in breaking down complex tax codes and accounting data into plain, actionable English—helping clients make smart, proactive decisions long before tax deadlines arrive.
Our Name & Values
While our firm's name originated from the North Carolina road we call home, it also reflects the core values that guide our work every day.
To us, stewardship means treating your financial life with the utmost diligence, care, and integrity. Whether we are preparing an individual return, streamlining bookkeeping for a growing business, or mapping out long-term tax planning, we handle what has been entrusted to us as if it were our own.
Have a Question?
Whether it's this year's return, an accounting clean-up, or planning ahead, send a quick note and we'll get back to you within one business day. Want a free 20-minute consultation? Just say so in your message and we'll set up a time. You can also call or text (980) 290-8583.