About Heslep Tax Planning Tax Prep & Accounting

Heslep Tax Planning Tax Prep & Accounting is an experienced Charlotte, NC accounting firm that makes our clients' financial welfare our top priority. We are dedicated to creating accounting solutions and reducing tax liabilities for every client. From new ventures to long-established businesses to individuals, we provide a high level of service to every client.

Our approach to accounting services is all about value. We offer the skills and expertise of a large accounting firm combined with the personal attention and responsiveness of a smaller firm. When you partner with us, we take the time to get to know you, understand your goals, and build an enduring professional relationship. We invite you to turn to us for bookkeeping services, financial projections, tax planning strategies, and all your business accounting needs.

Heslep Tax Planning Tax Prep & Accounting is right where you need us to be in Charlotte, NC. Request your free consultation through our website or call 980-299-5362 and get started now.


Willis Heslep

Willis Heslep

In 2011 we moved to Charlotte North Carolina, I completed my Masters in Accounting and worked for a firm doing tax returns and accounting and tax resolution. What I saw was so many people and businesses overpaying their taxes year after year. I studied taxation and became a Certified Tax Master and now I specialize in helping Small Business Owners stop overpaying their taxes. Lower Taxes = Higher Profits = More Wealth. Tax planning today reduces taxes you pay tomorrow. Along with Tax Planning I provide Financial Planning and Wealth Management. We are full service with accounting and tax preparation too.

After an honorable discharge in 1988 from USMC I became a sales manager, then ran a successful real estate and mortgage company. I completed my insurance licensing and then securities licenses. I have a Bachelor’s Degree in Business and a Master’s Degree in Accounting. I was originally a CTEC (California Tax Education Council) California tax preparer since 1996 and have prepared tax returns since 1997. I am now an IRS authorized Enrolled Agent Licensed and Admitted to Practice before the IRS.

It’s your money - keep it or give it to your favorite Uncle - the choice is yours.