For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

Which Bills to Pay First in Your Charlotte Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Charlotte retailers are buckling in for what looks to be a rough shopping season, given current economic factors… BUT...

When a Local Charlotte Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Godwin Obimah Explains How IRS Property Seizure Really Works

After a long day of work or a vacation or sometimes just after running errands, coming back to your cozy house is something you relish. Dorothy’s ruby slipper sentiment is a mantra many of us share. And like any good homeowner, you’ve invested time and care into...

Can Charlotte Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Charlotte businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

Charlotte Taxpayers’ Right to a CDP Hearing

Stories abound about the IRS grabbing homes, cars, businesses, and just about any other Charlotte property they want, without warning. Maybe you’ve heard something to that effect. Well, the fact is: The IRS can’t do that. As a taxpayer, you’re entitled to...

How Charlotte Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

Godwin Obimah’s Guide on Next Steps to Tax Debt Freedom

There’s nothing like the weightless feeling you have after paying off a debt. There’s a reason people scream and shout about being debt free. It feels REALLY good. That’s one reason my team and I here at Allied Tax & Accounting Consultants, LLC love doing what we...

How Charlotte business owners can beat occupational stress

As a Charlotte business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the air –...

Ending Customer Relationships for Growth in Your Charlotte Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a Charlotte store when a customer starts yelling at the employee behind the counter for something...

Allied Tax & Accounting Consultants, LLC’s Guide to Successfully Managing Remote Employees

Scrolling the 9/11 tributes in my social media and news feeds this past weekend served as an excellent reminder of how we all can bounce back from great difficulties. And the reminder seems especially poignant now as our nation (and Charlotte business owners like you)...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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