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.

Godwin Obimah’s Pro Tips to Negotiate with the IRS

With the tax deadline firmly in the rearview, most Charlotte people are enjoying pool time and picnics, free of the tax worries of springtime. (Though perhaps not free of all the inflation and stock market pressures we’re all currently facing. Hang in there.)But...

Alleviating Cash Flow Management Pains for Charlotte Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Charlotte small...

Why Should Charlotte Businesses Care About FASB and GAAP?

 Yes, inflation isn't slowing down, even here in Charlotte.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Mecklenburg County business owner readers and clients, and not just speed...

An Accounting Methods Rundown for Charlotte Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Charlotte business owners are in the thick of things during this commemorative...

Making the Most of Your Charlotte Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for Charlotte business owners.These days are getting tougher. Hang in there.Now … the one...

Tax Debt Options for Charlotte Owers

For the majority of Americans, tax season is done and gone. The return has been filed, the refund received, and all the paperwork tucked away securely in cloud storage.But for several million people each year including some Charlotte taxpayers, the annual dance with...

Allied Tax & Accounting Consultants, LLC’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Charlotte business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...

Three Financial Statements Charlotte SMBs Need To Get Right

If you’re a successful Charlotte business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...

How Charlotte Businesses Can Stay on Top of Payroll Taxes

We all have to pay our fair share of taxes. It’s a reality we just can’t escape. But sometimes people try. Missed deadlines or membership in the payment avoidance club are not helpful ways to deal with mounting tax debt. Eventually, we all have to face the music,...

Allied Tax & Accounting Consultants, LLC on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...

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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