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 Financial Care

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

Estate Planning Done Right

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

Strategizing Your Charlotte Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Charlotte business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

2017 Year-End Tax Strategies for Charlotte Business Owners With Tax Reform In Mind

The holidays are funny for Charlotte business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

Don’t Wait Until April To Let Allied Tax & Accounting Consultants, LLC Provide IRS Tax Debt Relief

Here we are in the fall, and the pace of life has clearly accelerated for most families in Charlotte. Even if you don't have school-aged children, there's just something about this season that increases the intensity for everyone. Maybe it's just football season.And...

How Money Works For Charlotte Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Charlotte businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Special Business Knowledge And Charlotte Business Success

Yes, there's plenty to say about that Super Bowl, the advertisements (apparently, they're all Tide ads), the halftime show, etc. But I'll let others weigh in there. I'm a tax professional after all. Congratulations Eagles fans, etc. Here at Allied Tax & Accounting...

Ask For The Sale! Charlotte Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your Charlotte business. We're not marketing "gurus" around...

Key Performance Indicators (KPI’s) for Your Charlotte Business Work Goals in 2018

Happy New Year! It's time to turn the page... If you've been paying attention, I've been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS about all of these...

Business Succession Planning Essentials by Godwin Obimah

The final quarter is a great time to take a look at where things have gone for your Charlotte business, and that's perhaps an obvious point. But now (before the holidays really hit), it might also be an even better time to take stock of where you are headed LONG term...

Godwin Obimah’s Next Steps After Settling With The IRS

With Memorial Day behind us, let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a...

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!