Individual tax preparation services from HK Advisory Group PLLC are built around one goal: an accurate return, prepared by a licensed certified public accountant (CPA). Whether you have a straightforward W-2 return or a more complex year with investments, self-employment income, or a return you never got around to filing, our team handles the details so you don't have to guess at the forms yourself.
We work with individuals across all 50 states, filing virtually or in person from our Charlotte, North Carolina office.
What Our Tax Return Preparers Handle
Our tax return preparers manage the full range of individual filing needs, not just the basics. That includes:
Standard W-2 and 1099 returns: preparation for wages, freelance, or side hustle income
Investment income: dividends, capital gains, and brokerage statements.
Self-employed and gig-economy filers: Schedule C preparation, quarterly estimate guidance, and deduction review.
Multi-state returns: for clients who moved, worked remotely, or earned income in more than one state.
Prior-year and amended returns: if you're behind on filing or need to correct a past mistake.
IRS or state notices: reviewing and responding to correspondence tied to a previous return.
Tax planning consulting: guidance on withholding, estimated payments, and strategies to lower next year's tax bill.
If your situation involves more than a single job and a standard deduction, it's worth having someone review it before you file. A missed credit or an overlooked form is often the difference between a return that's merely filed and one that's filed correctly.
Our Process: From Consultation to Filed Return
1
Book a consultation
Schedule online or call us at (704) 286-6147.
2
Send your documents securely
We use secure file sharing so you can upload W-2s, 1099s, and prior returns from anywhere, without printing or mailing anything.
3
We prepare and review your return
A CPA reviews your documents, asks any clarifying questions, and prepares your return with attention to credits and deductions you may be missing.
4
We walk through it with you
Before anything is filed, we go over what's on your return and why, so you understand the numbers, not just the signature line.
5
E-sign and file.
Once you're comfortable, we file electronically and keep you updated on your refund status.
Many clients also use that first conversation to set up a tax planning consulting session for the following year, so next season's filing goes even faster.
This process is the same whether you're a long-time client catching up on a few years of unfiled returns or someone filing for the first time on your own.
HK Advisory Group PLLC does not charge additional ‘service’ or ‘processing’ fees — facilitator fees apply only if you
choose these options.
It’s easy to get started. We’ll walk you through each step so you know what to expect.
What Sets Our Personal Tax Preparation Services Apart
Plenty of firms can provide personal tax preparation services. What clients tell us they value most about working with HK Advisory Group PLLC is how the experience actually feels:
Personal attention, not a queue number. You work directly with a CPA who knows your return from start to finish.
Real communication. Questions get answered by phone, text, or email, not routed through a call center.
Upfront pricing. You know the cost before we start; see details in the orange box.
Experience inside the IRS. Our team's background working within the IRS gives us a practical understanding of how returns are reviewed, which shapes how carefully we prepare yours.
Speed without shortcuts. We work quickly but not at the expense of accuracy. Every return gets a full review before it's filed.
Each preparation includes a personalized consultation with a CPA — either this filing season or as part of your next year
planning session.
Pricing:
Included with every preparation is a consultation with a CPA during filing season or a year-ahead financial planning session.
Individual returns start at $300
Most clients pay between $300–$600, depending on the return complexity.
Every preparation includes a consultation with a CPA, either during filing season or as part of a year-ahead planning session.
Our individual tax preparation services are also a natural complement to our business tax preparation and accounting clean-up services, so if your personal and business finances are intertwined, as they often are for small business owners and self-employed clients, we can help you manage both under one roof.
Ready to Get Started?
Ready to get your personal taxes handled by a team that keeps you in the loop? Book online to schedule your consultation, or call or text us at (704) 286-6147. As the tax service Charlotte, NC individuals rely on, HK Advisory Group PLLC is happy to work entirely virtually if that's easier for your schedule.
Frequently Asked Questions
No. While we're based in Charlotte, our tax preparation services are available to clients in all 50 states through secure, virtual filing.
This service covers tax preparation for personal returns like W-2s, 1099s, and individual filings. If you need help with an LLC, S-Corp, or partnership return, our business tax preparation and consulting services can be paired with your individual filing.
We regularly help clients catch up on prior-year and amended returns as part of our individual tax preparation services, reviewing what's outstanding and getting you current with the IRS and your state. We regularly help clients catch up on prior-year and amended returns as part of our individual tax preparation services, reviewing what's outstanding and getting you current with the IRS and your state.