For Small Businesses

What our Clients are saying

Excellent customer service. They not only prepare our tax returns for business and personal but they also do our bookkeeping! We couldn’t operate without them!

Sue R

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

The Problem with Unfiled Tax Returns for Charlotte taxpayers

Recently, I saw some data on the US Census Bureau website that was both encouraging and troubling at the same time. I would imagine Charlotte business owners who might face tax problems would be interested in seeing this: (Here is the page from which this is taken.) What this tells...

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Sara F Gonzalez’s Tax Extension Breakdown

It’s the final full week of tax season, and our office in Charlotte is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner....

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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 professionals because they...

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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!

See How We Can Help