K&M Accounting and Tax Services L.L.C. is a Charlotte, North Carolina firm, established in 2007, that states it provides business tax preparation, individual tax preparation, and tax planning services for businesses and individuals.

An owner whose main problem is the tax return itself, not day-to-day bookkeeping, is well served here. The firm states it has enrolled agents on staff who can represent clients before the IRS and who review returns for common audit triggers, and it states coverage of C-corporations, S-corporations, K-1 earners, LLCs and partnerships, plus Schedule C filers and PLLC professionals such as doctors and lawyers. It also states a long-term tax planning practice for high-income families covering estate and gift tax and investment tax across real estate, stocks, bonds and crypto assets.

Their own site publishes tax preparation, tax filing, and tax planning as the service lines, with no dedicated bookkeeping or monthly close service described anywhere on their pages. A business that needs its books kept current between filings, reconciled monthly, or reviewed on an ongoing basis would be adding a separate provider for that function, since it is not part of what K&M publishes as its service scope.

No. K&M Accounting and Tax Services does not publish pricing, packages, or rates on its website. The only commercial term stated on their services page is a conditional guarantee: they state that if a client obtains a greater refund using another tax service in Charlotte or the Carolinas, they will refund the tax preparation fees paid. No fee amount is published.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Their services page states that they prepare and file business tax returns for multiple entity types, including Schedule C filers, single-member LLCs, and PLLC returns for professionals such as doctors and lawyers, as well as individual tax returns across filing statuses including single, married filing jointly, and married filing separately. They state the firm has enrolled agents, authorized to represent clients before the IRS, who review returns and check for common audit triggers, and that the firm is an IRS authorized e-file provider.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Their services page states that local and distant clients have access to a secure online document portal to exchange documents, which allows clients to work remotely without needing to travel to their office in Ballantyne, Charlotte, and that returns are filed electronically with refunds available by direct deposit. Their site does not publish a specific policy on in-person meetings.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.