A Waxhaw firm
This is where we are based. Next Level CPA PLLC is at 3212 McPherson St, Waxhaw, NC 28173. The idea behind the firm is simple: CPA work that happens during the year, not just between February and April.
Most client meetings happen on Google Meet because it is faster for everyone, including neighbors. But it helps to know your CPA is local, understands Union County, and knows why half your friends' returns involve South Carolina.
What we do for Waxhaw clients
- Tax preparation for individuals and businesses, with published starting prices
- Tax planning through the year, so the savings are decided before December 31
- Outsourced accounting, with your tax returns included
- Real estate tax strategy for rental and short term rental owners
- Accounting for contractors and trades
- LLC formation and S corp setup
Who we work with in Waxhaw
Our Union County clients tend to fall into a few groups:
- Business owners running service businesses, practices and online businesses from Waxhaw, who want outsourced accounting with their returns included. See outsourced accounting.
- Contractors and trades working the new construction across Union County and over the line in Lancaster County, where job costing, subcontractor 1099s and equipment timing matter. See accounting for contractors.
- Real estate investors with long term rentals in Union County or short term rentals elsewhere in the Carolinas. See real estate investor tax strategy.
- New business owners deciding between an LLC and an S corp. See LLC formation and S corp setup.
Union County specifics
Waxhaw sits in Union County, which runs its own tax office separate from Mecklenburg:
- Business personal property listing. If you run a business in Union County, you list your business equipment and property with Union County Tax Administration every January. New businesses miss it in their first year more than anything else.
- Property tax. Union County and the Town of Waxhaw each set their own rate, and both apply to property inside town limits. Parts of Waxhaw's mailing area sit outside town limits, which changes the bill.
- No local income tax. Like all of North Carolina, Union County and Waxhaw do not tax income.
- No town business license. North Carolina towns stopped charging general privilege license taxes in 2015. Some trades still need a state license.
North Carolina and Union County tax snapshot
The numbers we check most often for Waxhaw clients. Rates are for the years shown and change by law, so we confirm them again when we prepare your return.
| Item | What applies | Waxhaw |
|---|---|---|
| NC individual income tax | Flat rate on NC taxable income, no local income tax | 4.25% (2025) · 3.99% (2026) |
| NC pass-through entity tax | Optional yearly election for S corps and partnerships, taxed at the individual rate | Elect each year |
| Sales tax | Combined state and Union County rate | 6.75% |
| Business personal property | Listed with the county every January | Union County |
| Town business license | NC ended general privilege license taxes in 2015 | Generally none |
A business across the line in Indian Land or Fort Mill follows South Carolina's rules instead, including a local business license. See our Fort Mill page for the South Carolina side.
Right on the state line
Waxhaw is a few minutes from Indian Land and Lancaster County, South Carolina. That means a lot of households here have one spouse working in one state and living in the other, a business registered in NC with customers in SC, or a rental across the line.
Each of those means returns in both states and a credit to keep you from paying twice. It is routine work for us. See NC and SC dual-state taxes for how it works, or our Fort Mill page if you are on the SC side.
Areas around Waxhaw we serve
Waxhaw, Marvin, Weddington, Wesley Chapel, Monroe, Indian Trail and Stallings in Union County, Matthews and Charlotte to the north, and Indian Land, Lancaster, Fort Mill and Tega Cay across the state line. The full list is on our service areas page.
From our insights
Plain English articles on the questions our clients ask most. More on the insights page.
Questions we get asked
Where is Next Level CPA located?
We are at 3212 McPherson St, Waxhaw, NC 28173, in Union County. You can call us at (704) 981-1191, Monday to Friday, 9am to 5pm Eastern. Most meetings happen on Google Meet, but it helps to know your CPA is local and understands Union County and the South Carolina line.
Do I need to meet a CPA in person in Waxhaw?
No. We are a fully virtual firm. Every meeting is on Google Meet, which is how the whole process is built, and it is usually faster for everyone, including neighbors. Documents go through the secure portal and returns are signed electronically.
Do you work with clients in Marvin, Weddington and Indian Land?
Yes. We work with clients across Waxhaw, Marvin, Weddington, Wesley Chapel, Monroe and Indian Trail, and just across the line in Indian Land and Fort Mill. Many households here have one spouse working in one state and living in the other, which means returns in both states and a credit to avoid paying twice.
Does Waxhaw or Union County tax income?
No. Like all of North Carolina, Union County and Waxhaw do not tax income, so there is nothing local to file on your income. Property tax is different: Union County and the Town of Waxhaw each set their own rate, and both apply inside town limits. Parts of the Waxhaw mailing area sit outside town limits.
Do Waxhaw businesses need to list business property?
Yes. If you run a business in Union County, you list your business equipment and property with Union County Tax Administration every January. New businesses miss it in their first year more than anything else. Waxhaw does not charge a general town business license, though some trades still need a state license.
What is the North Carolina income tax rate for Waxhaw residents?
The same as everywhere in North Carolina: a flat 4.25% for 2025 returns, filed in 2026, and 3.99% for 2026. Union County and the Town of Waxhaw do not add a local income tax. Further cuts after 2026 only happen if state revenue hits targets set in law.
I live in Waxhaw and work in South Carolina. What do I file?
Two returns. You file a South Carolina nonresident return for the income earned in South Carolina, and a North Carolina resident return reporting all your income, with a credit for the South Carolina tax on Form D-400TC. The credit is limited to the North Carolina tax on that income, so both returns need to be prepared together.