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...

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, because...

The Billionaire Mindset by Godwin Obimah

More than being only bean counters or tax strategists for our Charlotte clients, we make it a point to study what works well for our most successful clients, and (with all confidentiality) pass along principles we've seen work in various businesses. On top of that, we...

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...

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 for...

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)...

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...

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...

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,...

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!