Marketplace›North Carolina›Charlotte
Financial planner
Creative Planning in Charlotte, North Carolina is listed as a CPA in the IRS federal preparer directory, with tax advisory & planning, tax preparation and payroll services on record as practice areas. 2 IRS-registered tax preparers at this firm (1 CPA). As of October 26, 2026, the Google Business listing for Creative Planning showed a 4.8-star average across 52 reviews.
Creative Planning does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.
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11325 N Community House Rd #125, Charlotte, NC 28277
Form 1040 + state, standard deduction
$199Form 1040 + state, itemized
$289Add Schedule C (self-employed)
+$187Partnership return (Form 1065)
$840S corporation return (Form 1120-S)
$945C corporation return (Form 1120)
$924Average fees reported by North Carolina practitioners in the National Society of Accountants 2020-2021 Income and Fees Survey, State Averages (published 2020). Survey averages, not adjusted for inflation. They are not Creative Planning's prices; this practice has not published its rates. Source
Creative Planning operates from 11325 N Community House Rd #125, Charlotte, NC 28277 in Charlotte, North Carolina. TaxScout has not independently verified a North Carolina Board of Accountancy licence for this practice.
On Google Business Profile, the firm is categorized as a financial planner.
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