Accounting and Tax services in Charlotte, NC

The Help Your Family
and Business Deserve.

"Nuestra satisfacción es poder servir.

From taxes and bookkeeping to immigration documents and business registration — SARY'S is the trusted resource for families and business owners in   Charlotte, NC who need clear answers and dependable support.

Trusted Community Resource

Tax · Business · Immigration · Notary

Serving Families & Business Owners

About SARY'S

A Place Your Family and Business Can Count On

Navigating taxes, IRS notices, business registration, or immigration paperwork is stressful enough. The last thing you need is to feel like just another number at a desk.


At SARY'S, we take the time to understand your situation — not just your paperwork.  We serve families and business owners in 

 Charlotte, NC who need real guidance from people who genuinely care about getting it right.


Whether you need to file taxes, set up a business, get documents apostilled, or understand your immigration options — we're the steady, dependable resource your community deserves.

We don't just process documents. We help real people move forward with confidence.

"Nuestra satisfacción es poder servir." —  Charlotte, NC

What Working with us Feels like

Three Things Every Client Walks Away With

We measure our success by how you feel leaving our office — not just what we filed.

Financial Clarity

You'll understand where you stand — with your taxes, your books, and your obligations. No more guessing or worrying about what you might owe or what deadline is coming. Clear answers, every time.

Trusted Guidance

From IRS issues to DACA renewals to business registration — we walk you through every step. You're never alone in the process. We're the guide your family and business can rely on.

Peace of Mind

When the paperwork is handled correctly and you know someone dependable is on your side, everything feels less overwhelming. That's the feeling we work to give every single client.

Our Services

Everything Your Family and Business Needs — In One Place —

Organized, professional services built around your real needs — not a one-size-fits-all checklist.

1

Tax & Financial Services

— Year-round financial clarity and tax support

Tax Preparation

Tax Planning

Proactive strategies to reduce what you owe — year-round, not just at filing time.

Tax Resolution

Proactive strategies to reduce what you owe — year-round, not just at filing time.

Audit Representation

Proactive strategies to reduce what you owe — year-round, not just at filing time.

IRS Payment Plans

Bookkeeping

Clean, current books every month — so you always know exactly where your business stands financially.

Payroll Services

Accurate payroll, on time, every time — with tax filings handled so you stay fully compliant.

Sales Tax

Stay compliant with state and local sales tax filing requirements without the confusion or stress.

2

Business Support Services

— Get your business set up and running the right way

Business Registration

Notary Public

Fast, professional notary services for contracts, affidavits, powers of attorney, and more.

Translation & Interpretation

Accurate document translation and interpretation support so nothing important gets lost or misunderstood.

Apostille Documents

Get your documents certified for international use — quickly, correctly, and without the confusion.

3

Immigration & Personal Documentation

— Guidance with your most important paperwork

DACA Renewal Assistance

Citizenship Assistance

Guidance and document support for those pursuing U.S. citizenship — a process that deserves careful handling.

Green Card Renewal

Don't let your green card expire. We help you prepare and submit your renewal on time.

Family Petitions

Help bringing your family together. We assist with the documentation needed to support family-based petitions.

We hear this all the time:

"I got a letter from the IRS and I don't know what to do."

"My books are behind and I can't figure out where I stand financially."

"I don't know if my DACA renewal is on time."

"I'm self-employed and I'm not sure what I owe in taxes."

"I want to start a business but I don't know how to register it."

"I need documents translated or notarized but I'm not sure where to go."

"I owe back taxes and I'm scared about what the IRS will do next."

Who we Help

Built for the Families and Business Owners Who Keep This Community Going

Hispanic Families & Immigrants

Navigating taxes, documentation, and immigration steps

Small Business Owners

Bookkeeping, payroll, taxes, and registration

Self-Employed Individuals

Estimated taxes, deductions, and financial organization

— From Overwhelm to Organized

You Shouldn't Have to Feel This Stressed About Your Finances and Paperwork

What Brings People to Our Door

  • IRS notices arriving in the mail — and no idea what they mean
  • Tax filings that are weeks or months behind
  • No clear picture of business profits or expenses
  • DACA, green card, or immigration paperwork
  • Payroll errors piling up and creating compliance problems
  • Missing documents that are holding up important processes
  • Overwhelm from trying to handle everything alone

What Life Looks Like After Working With Us

  • Taxes filed accurately — with no unexpected surprises
  • IRS issues resolved with a clear plan in place
  • Books organized and financial reports you can actually use
  • Immigration documents submitted correctly and on time
  • Payroll running smoothly every cycle
  • A dependable team you can call when questions come up
  • Peace of mind that comes from knowing it's handled right

How it works

Getting Started Is Easier Than You Think

A simple onboarding process designed so you're never overwhelmed — and you see progress from the very first conversation.

Consultation & Review

We start with a free conversation — no pressure, no judgment. Tell us what's going on, and we'll listen carefully and help you understand your options.

Organization & Guidance

We handle the paperwork, filings, registrations, or documentation — organized correctly from the start. Every step is explained so you always know what's happening.

Clarity & Confidence

You leave knowing everything is in order. Your finances, documents, and obligations are handled — and you have a team you can call if anything comes up.

— What our clients say

Real People. Real Results.

The entire staff at Sary’s is friendly, professional, and committed to delivering great service. Whether you need help with taxes, immigration, or other services, you can trust that you’re in good hands here.

I'm incredibly grateful for their support and will definitely be returning in the future. Thank you, Sara, and thank you to the team at Sary’s!

Dwayne “Ricky” Gibbs

Sara y su equipo son excelente personas con un excelente servicio tenemos años asiendo impuestos personales y de negocio con Sara y siempre se toma su tiempo para asegurar que todo quede en orden , la recomiendo al 100% es una persona honesta que sabe hacer su trabajo siempre al pendiente de sus clientes .

Norma Silva

Sara and her team excel in personal and business taxes, marketing strategies, and finding the best vacation rates worldwide. They provide tailored advice and guidance that always prioritizes your best interests, never compromising integrity for profit. Their versatile expertise and trustworthy approach make them an invaluable resource for comprehensive financial, travel planning, and more.

Raquel L.

Sarys helped me with the renewal of my residence and it arrived very quickly. We received it in two weeks!Highly recommended service, very friendly and responsible.


Thank you

Carmelo Hernandez

Excellent work with these girls, they have been helping me since 2016. I arrived with an IRS problem and in this office they solved it for me. His attention since then has always been good.

Molinas Motor Auto Services

I recently visited Sary’s Travel & Tax Services and their customer service was amazing! The staff really cares about their customers and goes above and beyond. I felt totally taken care of. Definitely recommend checking them out!

Gabriel Martinez

Frequently asked questions

Answers to What Business Owners Ask Most

Questions before getting started? Good — here are the honest answers.

  • I received an IRS notice. What should I do?

    Don't ignore it — and don't panic. IRS notices are time-sensitive, and the right response depends on what type of notice it is. Bring it to us and we'll review it, explain exactly what it means, and handle the response on your behalf.

  • What is an apostille and do I need one?

    An apostille is an official certification that makes a document from one country legally recognized in another. It's commonly needed for birth certificates, marriage certificates, diplomas, and other official documents. We can guide you through the process and help prepare your documents correctly.

  • What does bookkeeping include for a small business?

    Monthly bookkeeping includes recording your income and expenses, reconciling your bank accounts, categorizing transactions correctly, and producing financial reports like a Profit & Loss statement. Clean books help you understand your business, make better decisions, and avoid tax problems.

  • What should I bring to my first consultation?

    Don't worry about preparing too much. If you have any letters from the IRS, prior tax returns, income documents, or specific paperwork related to your situation, bring those. But even if you come empty-handed, we can start with a conversation and figure out together what's needed.

  • What happens if I haven't filed taxes in several years?

    This is more common than most people think, and it's very fixable. Coming forward on your own is always better than waiting for the IRS to act. We help clients with multiple unfiled years get current — calmly and without judgment. The sooner you start, the more options you have.

  • Can you help with DACA renewal paperwork?

    Yes. We assist with DACA renewal documentation to ensure your forms are complete, accurate, and submitted on time. Missing a deadline or filing with errors can have serious consequences — we help you avoid that stress entirely.

  • Can you set up a payment plan with the IRS on my behalf?

    Yes. If you owe back taxes and can't pay the full amount, an IRS installment agreement lets you pay over time. We set these up regularly and can often stop collection pressure while the plan is in place. Interest and penalties continue, so starting sooner is always better.

  • Do you help with business registration?

    Yes. We help business owners in  Charlotte, NC register their business — whether as a sole proprietorship, LLC, or corporation. We handle the paperwork and make sure everything is set up correctly from the start so you can focus on running your business. 

Ready o Get Started?

You Deserve to Feel Organized, Prepared, and Supported.

Whether you need help with taxes, IRS issues, business services, or immigration documents — SARY'S is the trusted resource for families and business owners in  Charlotte, NC. Let's start with a conversation.

SARY'S  |   Charlotte, NC