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.

How Money Works For Charlotte Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Charlotte businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

Ask For The Sale! Charlotte Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your Charlotte business. We're not marketing "gurus" around...

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.

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...

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...

Get Stuff Done With Obimah’s Productivity Tactics

It's Cyber Monday, and as is my habit, this strategy note is being composed early in the week. Plenty to do this week, and gotta get ahead, after all. Did your Charlotte business run a sale for the holidays, or Cyber Monday or Black Friday? If not, you may have (ahem)...

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...

Six Steps To Debt Recovery By Godwin Obimah

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery.The slow onset of these...

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,...

What Are My Chances of Getting Audited? 11 Tips For Charlotte Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Charlotte clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

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!