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.

Outlining What Occurs During A Business Audit For Charlotte Businesses

Our Charlotte business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance.But here's something for which a few of our Charlotte clients didn't even...

Strategizing Your Charlotte Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Charlotte business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

The First Thing You Need To Do

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

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...

The Most Important Factor in Charlotte Small Business Valuation

I've heard from many of my Charlotte business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax...

Tax Paperwork Checklist

These items will cover 95% of our Charlotte area tax clients.  Really, this is for ensuring that we’re able to help you keep every dollar…

Effective Advertising: How To Find It In Charlotte

As you may or may not already know, this is the final week before extended tax returns are due (Monday, October 16th is the due date this year), so we are working hard here in our Charlotte offices with those clients who placed an extension on their filing, to make...

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

"Outstanding accountant! Godwin has shown to be great at the job he has done for me. Godwin has truly shown great professionalism and constantly updating me, with the new updates for taxes each year. Thank you Godwin!!!!" -Anthony Eubanks

Six Common Ways Charlotte Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Charlotte clients come to us from other Charlotte...

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...

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!