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.

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...

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)...

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...

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...

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...

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 First Thing You Need To Do

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

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

"The tax preparer always gives us warm reception and has a very excellent good customer relations.We have not had any problem since we have been filing our tax with the company.We will continue to do so because of the preparer's prudent service. We will highly...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Charlotte

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Charlotte business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the most...

5 Effective Marketing Tips For Your Charlotte Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

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!