Vikalp AgrawalIntuit TurboTax Verified Pro
Desiretree FInancial Services LLC

Vikalp Agrawal

Accepting new clients

  • Verified Pro with 11 years of experience
  • NC
    Charlotte, NC
Book a free call

Personalized approach to your tax preparation with attention to all details to find maximum savings for you with all around experience in personal finance


Employee Stock Purchase Plan
S Corporation (Business Tax Expertise)
Multi-State Taxes
Retirement Income
Rental Property Income
Foreign Income
Self-Employment Income
Business Tax Returns
Schedule K-1


  • Verified Pro with 11 years of experience
  • Experienced with NC tax code
  • Meet online or in person
  • NC
    Charlotte, NC

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

Review and file

After you review, I’ll file your taxes for you. And you’re done!

About me

Vikalp Agrawal

Nice to meet you 👋

When I came to US 18 years ago, filing taxes was such a big issue. Over the years, I have build the expertise and doing my own taxes and helping many others. I love numbers and planning ahead, so that I owe very less or get very less back... Because large refund means, you paid extra to Uncle sam interest free for one year or more. With expertise on all aspects of personal finance, retirement planning etc, I can provide added value in optimizing not only your taxes but financial future as well. During off time, I volunteer for causes I believe in and go Yoga, meditation and read ancient scripture. Desiretree FInancial Services LLC

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

Map showing location of the tax pro
Desiretree FInancial Services LLC

Vikalp Agrawal

14503 Adair Manor Ct, Charlotte, NC 28277


9:00am - 5:00pm
9:00am - 5:00pm
9:00am - 5:00pm
9:00am - 5:00pm
9:00am - 5:00pm



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