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About
At Harrell’s Advisors & Strategies, we understand that navigating personal and business income tax preparation can be complex and stressful. That's why we are dedicated to providing exceptional customer service that truly stands us out from all others. We believe every client is unique. With over 20 years of experience, our personalized approach means we take the time to understand your specific financial situation, ensuring that we find the best tax solutions that meet your needs. Our team consists of highly trained tax experts who stay up-to-date with the latest tax laws and regulations. We’re committed to leveraging our knowledge to maximize your deductions and minimize your tax liability.
Overview
Background checked
2 employees
8 years in business
Business hours
SunClosedMon10:00 am - 5:00 pm
Payment methods
This pro accepts payments via Cash, Credit card, Venmo, and Zelle.
Customers rated this pro highly for professionalism, responsiveness, and work quality.
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3 reviews
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Your trust means everything to us. Learn about our review guidelines.
Kristin K.
Feb 16, 2025
Nakia saved us. We had no idea what we were doing for my spouse's micro-business. We've never used a professional before, but Nakia entered every detail, asked great questions, and meticulously found every deduction. She wildly exceeded our expectations. Thank you!
Jose D.
Jan 19, 2025
Very professional and informative recommended to all my contractor friends
Larson P.
Jan 19, 2025
Seamless experience. Highly recommend!
Credentials
Background Check
Nakia Scott-Harrell
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We offer loans up to $7,000 on those qualified returns*. We charge a fee flat rate of $475 total (1040 returns, for business returns, please inquire about pricing) that can be taken from your refund. All new clients receive a 3day/ 2 night trip from us by mail after the acceptance of the return with the IRS.
* Loan request are ran through EPS Financial (Pathway Inc). We have no part
in the decision making process. We only provide you with the final result.
What is your typical process for working with a new customer?
All new clients are sent an invite to meet by Zoom or in person if you would like and are in the Charlotte area. We are a division of K Harrell's Financial Services, Inc. The Zoom meeting is to ensure we are who we say we are (both the client and the preparer). An email with questions to answer just like you were sitting in front of us asking questions will be sent to our new clients. Besides your tax documentation, all new clients require social security cards and valid state or federal identification will be uploaded to all new clients returns. All identification and answers sent to us are encrypted for secure transfer. Emails and texts are often exchanged if questions are needed to be asked in order to complete your return by us or by you. If there are no questions, returns are completed the same day for your review and signature, and e-file to the IRS and state (this always depends on the amount of time it takes for a client to answer our questions). If a refund is expected, our method of choice is direct deposit.
What education and/or training do you have that relates to your work?
I have a masters degree in accounting. My team and I take yearly training to verify that we have the most up to date information when preparing your returns. To date, we have had no clients with IRS audits.
