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.

Godwin Obimah’s Seven Negative Results And Five Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Charlotte clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this tax...

Allied Tax & Accounting Consultants, LLC Answers: Can You Be Fired Because of A Wage Levy?

We're almost at the end of September, which is bewildering -- where did summer go? People are already putting up Halloween decorations, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks...

How Charlotte Taxpayers Can Pay Taxes Online in 2019

It's no secret this tax season is proving a little more ... "costly" for everyday Charlotte taxpayers. If you can find any solace in that reality, know that you are not alone.Due to changes made through the 2018 Tax Cuts and Jobs Act (TCJA), many Americans find...

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...

Struggling Charlotte Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Charlotte clients and friends what I think the markets will do, and the only thing I can...

Godwin Obimah’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Charlotte businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in...

The Looming IRS Debt Apocalypse Facing Charlotte Taxpayers

It doesn't take a genius to look around and predict that economic catastrophes are still coming.Yelp recently issued a report which revealed that as of August 31, there were 163,735 businesses who indicated on Yelp that they had closed -- a 23% increase since...

How Charlotte Businesses Can Market More Effectively In This New Normal

I have some ideas for Charlotte small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...

An Important Update For Charlotte Taxpayers On IRS Notices

Even as a Charlotte tax professional, when I get a letter from the IRS addressed to my business (or, worse, to my home), I share with you that feeling of initial trepidation: what fresh hell will I now have to deal with?More often than not, it's something completely...

Allied Tax & Accounting Consultants, LLC Clears Up Confusion About the Offer in Compromise Program

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 you and your various pursuits, and we are so privileged to walk alongside you in the financial aspects of these possibilities.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!