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.

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...

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...

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 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...

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...

Build A Brand In Charlotte And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

10 Simple Fraud Protection Safeguards Charlotte Companies Should Implement

Things have been cranking at the Allied Tax & Accounting Consultants, LLC offices of late! We have had a steady stream of new Charlotte clients calling, emailing and coming through our doors. But it's also because of all of the questions we are fielding about the...

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...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

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...

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!