Firm summary

Charlotte, NC CPA firm helping with Tax preparation, business creation, and accounting services.

Charlotte Latino-focused tax and accounting business with broad small-business services and a strong Spanish-language positioning. Public business details also mention Sorel Perez, Chief Financial Officer & Founder. Credentials shown on the page include CPA. The listing also shows a Google rating of 4.9 based on 327...

The profile currently shows 4.9 stars across 327 public reviews for faster screening.

Charlotte Market Context

Charlotte's 28205 ZIP. Census data shows population of about 51,297, median household income around $72.5k, and 41.8% owner-occupied housing. Tax and business data indicate 24.5% estimated self-employment rate, 24,720 IRS returns in scope, and roughly 1,514 local businesses in this ZIP. CPA Locator currently tracks 12 CPA firms on CPA Locator and business activity led by Accommodation and food services, Professional, and scientific here.

Business mix
This ZIP has a high concentration of Accommodation and food services, Professional, and scientific businesses, which often drives bookkeeping, payroll, and tax-planning demand.
Income bracket
Located in a middle-income ZIP ($72.5k median household income) relative to Charlotte — often associated with a mix of routine filing and year-round planning needs.
Credentials & Services
Credentials
CPA
Services
Tax preparationbusiness creationaccounting servicesbookkeepingpayrollIRS resolution
Firm details
Team: Sorel Perez, Chief Financial Officer & Founder
Business Details
Team: Sorel Perez, Chief Financial Officer & Founder
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