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.

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...

The Billionaire Mindset by Godwin Obimah

More than being only bean counters or tax strategists for our Charlotte clients, we make it a point to study what works well for our most successful clients, and (with all confidentiality) pass along principles we've seen work in various businesses. On top of that, we...

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...

LOOKING FOR TAX ADVICE YOU CAN TRUST? WE GET IT. AND WE CAN HELP.

"Mr. Obimah is a highly knowledgeable tax adviser who walked me through the process and crafted a plan that has helped my business and family immensely. I would highly recommend this very educated and experienced tax expert! Best, Steve Crawford, MBA Ford Insurance...

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.

How To Get Out of IRS Debt Fast: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some clients that I've worked with over the years...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Charlotte’s Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many Charlotte...

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...

Charlotte Non-Profits Taxes – 10 Important Year-End Steps

We deal with all kinds of businesses and organizations around here at Team Allied Tax & Accounting Consultants, LLC. And while I often address "for profit" organizations with these notes, many of those same strategies (cost controls, marketing, growth, management)...

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!