MDI Tax & Accounting

MDI Tax and Accounting operates two area offices in the Charlotte, North Carolina region, serving Monroe, Charlotte, Matthews, and Mint Hill with comprehensive accounting and tax services. The firm's partners and staff bring 15 to 30 years of experience across diverse specializations and work together as a team to solve client problems. MDI Tax and Accounting specializes in state and federal tax services, accounting and bookkeeping, audit and review services, forensic accounting investigations, fraud detection, cost segregation studies, part-time CFO services, and business consulting. The firm has been recognized by the Charlotte Business Journal as one of the area's largest firms ranked by number of local professional staff. Services include small business accounting with monthly bank reconciliation, income statement and balance sheet generation, general ledger cleanup, and consultation. The team also provides tax planning, tax preparation, estate planning, IRS audit representation, non-filed tax returns, payroll tax problem resolution, and strategic business planning. Additional services include personal financial planning, new business formation, succession planning, cash flow management, internal controls assessment, and QuickBooks services with setup and training.