Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

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...

Tax Return Review and 2018 TCJA Planning Session for Charlotte Businesses

I'm going to take a moment to address you who might NOT be using our services thus far. There's a word or two for current Allied Tax & Accounting Consultants, LLC clients here as well, but allow me to explain. You see, sometimes, you just know you need to make a...

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...

PPP Forgiveness Reminders For Charlotte Businesses

Doing business in the summer of 2020 sure ain't easy.I have Charlotte clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

About That PPP Forgiveness Application for Charlotte Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Charlotte business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same way...

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...

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...

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...

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...

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!