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 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...

PPP Forgiveness Reminders For Charlotte Businesses

Doing business in the summer of 2020 sure ain't easy.I have Charlotte clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

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...

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...

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...

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,...

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...

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...

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,...

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!