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.

Five Financial and Tax Strategies For Charlotte Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Charlotte person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

The Most Important Factor in Charlotte Small Business Valuation

I've heard from many of my Charlotte business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Charlotte

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Charlotte business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the most...

Know the Value of Your Time: A Charlotte Entrepreneur’s Guide

Is there an additional way that we can serve your Charlotte business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it for...

Here’s What Happens When You Use A Penetration Pricing Strategy For Your Charlotte Company

As we all watched radar images from Hurricane Florence last week, and we all benefited from modern scientific pre-knowledge of these sort of events, I thought about what it would be like to have had no warning whatsoever about that kind of storm. Even 100 years ago,...

5 Effective Marketing Tips For Your Charlotte Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

Outlining What Occurs During A Business Audit For Charlotte Businesses

Our Charlotte business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance.But here's something for which a few of our Charlotte clients didn't even...

3 Important Questions For Charlotte Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

IRS Scammers Are Targeting Vulnerable Charlotte Taxpayers

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

A Big IRS Update For Charlotte Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Charlotte businesses.Ouch.The IRS just released new guidance to this end...

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!