Practical tax notes for business owners, investors, and fiduciaries.
Clear explanations of partnership basis, real estate tax issues, estate and trust filings, S corporation planning, and more.
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Schedule a consultation Tax strategy with clarity and confidence
Specialized tax guidance for what you’ve built.
CPA-led tax compliance and advisory for estates and trusts, partnerships, owner-led businesses, and investors across Metro Charlotte.
ServingMint Hill & Metro Charlotte
CPA · MBA · EA20+ years of experienceFormer Big 4 auditorDirect, responsive service
A different kind of tax relationship
Complex tax work should still feel understandable.
Mint Hill CPA combines technical depth with plain-English guidance. You work directly with Steve Tao—not through layers of junior staff—so the advice stays connected to your goals, records, and decisions.
Services
Tax work that connects the details to the bigger picture.
Every engagement begins with understanding what is actually happening—not forcing your situation into a template.
01
Estates & Trusts
Fiduciary tax compliance and planning for trustees, executors, beneficiaries, and families.
Form 1041 · beneficiary reporting · estate administrationLearn more →02Partnerships & S Corporations
Entity tax work grounded in basis, allocations, payroll, distributions, and owner decisions.
Forms 1065 & 1120-S · K-1s · owner planningLearn more →03Individual & Investor Tax
Accurate returns and proactive guidance for professionals, business owners, and real estate investors.
Form 1040 · rentals · multi-state mattersLearn more →04Year-Round Tax Advisory
Practical planning before transactions happen—not just a recap after the end of the year.
Quarterly planning · entity structure · major decisionsLearn more →05QuickBooks Advisory
Clean books, clear reporting, and reliable workflows for tax preparation and better decisions.
Cleanup · chart of accounts · reporting supportLearn more →06IRS Support & Resolution
Direct, organized help responding to notices, correcting filings, and representing your position.
Notices · correspondence · audit representationLearn more →Who we serve
Built for situations that need more than basic tax preparation.
- Families managing an estate or trust
- Partnership and S corporation owners
- Real estate investors
- Professionals with complex returns
- Charlotte-area owner-led businesses
Steve TaoMBA · CPA · EA
Meet your CPA
Big 4 discipline. Local, personal service.
With more than two decades across public accounting, consulting, and corporate finance, Steve brings a practical point of view to complex tax questions.
He works with families and owner-led businesses on individual, fiduciary, partnership, and S corporation tax matters. The goal is simple: accurate work, clear options, and advice you can confidently act on.
Former Big 4 auditor20+ years’ experienceCharlotte local
How we work
Clear steps.
No mystery.
- 01
Start with your situation
A focused conversation about what you need, what changed, and where the complexity lives.
- 02
Build the right scope
Clear expectations, requested documents, timing, and pricing before work begins.
- 03
Stay informed
Plain-English explanations, practical next steps, and year-round context.
Fees
Clear starting points, scoped to the work.
Final pricing depends on complexity, record quality, filing requirements, and timing. We confirm the scope before beginning.
Individual returnForm 1040From $400
Estate or trust returnForm 1041From $850
Partnership returnForm 1065 + K-1sFrom $1,000
S corporation returnForm 1120-S + K-1sFrom $1,000
Tax planning session60-minute consultation$250
Advisory & representationScope-based engagementContact us
Tax insights
Useful perspective for complicated decisions.
Let’s talk
Bring clarity to your next tax decision.
Schedule a free 15-minute conversation to discuss your situation and see whether Mint Hill CPA is the right fit.