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.

Financial Behaviors For Charlotte Business Owners (Part 2)

For many Charlotte business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office or in the...

Godwin Obimah’s Five Key Elements For Setting Smart Business Goals

When I sit down with my Charlotte business owner clients (whether in person or on the phone), we try to look at EVERY aspect of their business, not just their books. And there is often great clarity when we peek at what is *behind* the books (marketing, sales,...

2018 Tax Season Reflections From A Charlotte Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in Charlotte are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing off...

Thanksgiving Week Reflections From A Charlotte Business Owner

It's a slower week, here in Allied Tax & Accounting Consultants, LLC World. Yes, it's crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week. And I have some thoughts, which are perhaps a bit more meditative than normal,...

Three Easy Ways for Charlotte Business Owners to Develop Delegation Skills

The corporation deadline for Charlotte businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

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...

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...

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...

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...

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 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!