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Financial Planners in Charlotte ready to help


ALTIUS

ALTIUS

ALTIUS is verified Certificate of Excellence 2019

We are a CPA firm that offers full financial services, business tax and bookkeeping tailored exclusively for business owners looking for the highest quality of work and tax strategy. To schedule a call to help determine whether we are a good fit please use the below link. https://calendly.com/michael_altius/intro-call Before the call please review the below link to our core services pricing so we can discuss any questions when we talk. https://www.altiuscpa.com/pricing  

RMoon Consulting

RMoon Consulting

RMoon Consulting is verified Certificate of Excellence 2019

Our team has over 100 years of combined experience working with small and medium sized businesses just like yours. Our executive level consultants work hand in hand with you to solve complex problems and implement lasting solutions. - Start-Up & Business Planning - HR Planning & Policy Implementation - Supply Chain Management - Funding and Financing - Leadership Coaching and Training - Strategic Planning - Organizational Change Management - Sales and Marketing Training - Human Capital Management Contact us today to schedule a consultation with a business solutions expert. 

Luster Tax Consulting LLC

Luster Tax Consulting LLC

Luster Tax Consulting LLC is verified Certificate of Excellence 2019

Many of the wealthiest people and largest businesses in the world are in a lower tax bracket than you. To repeat that, many of the wealthiest people and largest businesses in the world are in a LOWER tax bracket than YOU. In fact, multi-billionaire Warren Buffet is fond of boasting about how "his tax rate is lower than his secretary's" and he rarely pays more than 15% in taxes each year. One of the largest multinational corporations, General Electric has made billions of dollars since it was founded over 100 years ago however, the company has not paid taxes in 60 years. Now you may be asking how is it fair that these people and businesses make so much money and pay so little in taxes while the average small business owner pays more than 40% in taxes every year? To answer this question, it is NOT fair and up until the start of the 21st century there was nothing that anybody could do about it because the only professionals that could do that type of advanced, legal tax reduction work were tax attorneys. But not anymore... Over the last decade, this has all changed. An elite group of federally licensed tax professionals, known as Certified Tax Coaches, has emerged with the goal of making available these same powerful, tax reduction strategies that were only available to the mega-wealthy available to small and medium sizes business owners. Certified Tax Coaches are regarded as some of the top tax professionals and are required to go through hours of hundreds of hours of intense training and case study with a focus on court-tested, IRS-approved strategies for minimizing their client's taxes, maximizing deductions and savings, and similarly power strategies. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future. The “other guys” settle for after-the-fact planning. Too often, that means outdated information, nasty surprises on April 15, and no feeling of control. At Luster Tax Consulting, you enjoy total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams. What’s the bottom line? - We empower you to achieve your dreams. - We educate you in a language you understand - We highlight areas in which you are strong and those that need improvement - We help you set goals and help hold you accountable to achieve your dreams - We design and help you implement innovative, customized tax strategies that minimize your taxes and your risk of audit 

TECHANDTAXES LLC

TECHANDTAXES LLC

TECHANDTAXES LLC is verified Certificate of Excellence 2019

TechandTaxes offers more than just tax services. We strive to be a business partner for our clients, providing both tax and business consulting services specific to your industry as well as administrative and back-office services. Dedication. Honesty. Integrity. Competence. TechandTaxes is dedicated to delivering exceptional work coupled with unparalleled client service. Our expertise, innovation and experience allow us to provide you with the highest professional standards in personalized accounting, tax, and administrative services. TechandTaxes prides itself on values such as competence, honesty and integrity. We strive to be your partner in creating a solid economic foundation for your personal and professional success. Whether you desire help with an income tax return, assistance with 1099’s, bookkeeping, payroll and accounting services, or are in search of an interim controller to get your start-up off the ground, we are here to help! 

Lineal Certified Public Accountant (CPA)

Lineal Certified Public Accountant (CPA)

Lineal CPA is a boutique full service accounting firm focused in supporting growing businesses with our tax and accounting expertise. We are the leading firm by delivering quality and value to our clients. We take a great pride in our tax expertise and our staff includes former tax auditors with 10+ years of experience. 

J Street Advisors

J Street Advisors

J Street Advisors, based in Southern California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting. Our mission is to perfect your plan. 

Outsourced Business Solutions LLC

Outsourced Business Solutions LLC

Outsourced Business Solutions, LLC is a one-stop full-service support source for startups and small business owners, providing business registration, bookkeeping, payroll, human resource management, IT, insurance, tax and other services. If you are too busy to do administrative and support work yourself, we will do that for you so you can focus on your customers. You do what you do best, and we will take care of the rest! 

Walstar Technologies

Walstar Technologies

Walstar Technologies is verified Certificate of Excellence 2019

We are an INDIA based Web Application Development Company and serving clients all across the globe. We mainly focus on Website Designing & Development for both Open Source and Microsoft Technologies Platform. We have well rounded skill set including strong collaboration and problem solving skills. We excel in following areas 1. Designing SEO-driven websites that exceeds client expectations 2. Managing developer time to ensure milestones are met. 3. Developing project scopes and coordinating delivery schedules. 4. Working closely with staff and clients to optimize work flow. 5. Write maintainable, scalable, responsive, and cross-browser code.  

SOLUTIONS ACCOUNTING

SOLUTIONS ACCOUNTING

 

Athan Slotkin Inc.

Athan Slotkin Inc.

Yale MBA, Multi-Time Successful Business Founder and Ex-Corporate Exec I have 15 years experience in strategy consulting, loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups at various stages from pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in travel, financial services, real estate, retail, grocery, gas. I've created rewards programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I'm fast and hyper-reliable (that's the New Yorker in me) and pride myself on my multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side). I believe in developing a tight plan up front for every project and really focus on iterative development - I very much like establishing checkpoints with clients as I want them to be part of the process. In terms of industries, there's not an industry I haven't advised on - everything from retail to financial services to advertising to media to sciences. I love having diversity in my projects and developing the optimal business strategy. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français As I'm newer to Bark, here are a few blurbs from my clients: "Athan just gets business. I've worked with him on several different projects and he always has an incredible way of distilling the problem and developing a smart strategy." - Tara, Brand/Business Model Agency Owner "Athan is the consummate New York business person - it's no coincidence he's so good at helping others. He's gritty and reliable. He always delivers" - Kevin, Real Estate Business Owner "Hire him and give him some working space - he will surprise you." - Brian, former boss. "There are not many people who can wear so many hats simultaneously - Athan is a rare person." - Tom, Strategy Consultant 

Classy Consulting

Classy Consulting

Thanks for visiting our profile! PLEASE READ: In order to give you a quote for services please send us an email or text to setup an appointment. This is the only way to best serve your potential needs. Here’s a little information about us: We offer the following services using cloud technology to perform the tasks remotely from our office location: Formation Services Bookkeeping & Accounting Tax Planning Tax Preparation (Business/Personal) Budget Analysis Personal & Business Credit Building Let us help you take your business to the next level! 678-915-9398 info@classyconsulting.org  

Short Financial Group

Short Financial Group

 

CJM Tax & Accounting Services, LLC.

CJM Tax & Accounting Services, LLC.

 

Zeigler & Barnes

Zeigler & Barnes

 

Coastie Tax & Financial Planning, LLC

Coastie Tax & Financial Planning, LLC

Start with the end in mind. Start with a Coastie. Caring. Convenient. Coastie. We provide virtual individual and small business (or freelancer) tax preparation services with a locker full of communicating options. Beginning with "Intuit Link" (Intuit is the parent company for Turbo Tax, QuickBooks, ProConnect Tax Online **We use each of Intuit's major products!**, and Mint.com), is a secure client portal to share and e-sign documents (whether you have the software required to e-sign or not, Zoom® video conferencing, email, phone calls, and text messages. We use industry-leading financial planning software (MoneyGuidePro®) to develop personalized tax plans, college savings plans, retirement plans, budgeting, individual and/or comprehensive financial plans, and I love coaching on retirement account setup, strategic uses of all retirement accounts during the withdrawal phase.e of the Thrift Savings Plan (TSP) Accounting. Utilizing QuickBooks Online, we offer major savings with software. We offer QuickBooks setup and ongoing services. It's best to call for this service as there can be many moving parts. Consulting. We offer Business Plan Development and a variety of other consulting services such as accounting, finance, strategy, operations, and marketing.  

Crankset Group

Crankset Group

We are a team of season Business Advisors, successful small and large business executives who have helped other build successful companies. We work within our clients budgets so we do not hinder cash flow and work predominately on performance bonus. Happy to spend time on the phone deciding if we are a fit. We will gladly answer any questions during initial consult and do not charge for our services until our clients decide we are worth the time, energy and effort. Scott Connors 303.862.0507 

Genwealth Inc

Genwealth Inc

We are one of the premier financial consulting firms that make powerful wealth building strategies available to thousands of everyday people who otherwise would not have the knowledge to use them. Unlike many companies that have just one field of advisors and are product driven, we are strategy driven using the Union Team Approach to bring 6 fields of advisors together to benefit you: Financial, Tax, Real Estate, Asset Protection, Legal, and Business Advisors. Our competitors simply don't and can't offer this. We can assist you whether you want to build wealth, plan for your retirement, improve your current quality of life, eliminate your debt, restructure your finances, or even start or grow your business from six figures to 7, or 7 figures to more.............we're experts at that. Book your consultation here: https://genwealthinc-financialconsulting.youcanbook.me You can also visit us online at www.genwealthinc.com . 

AnalyticSherpa

AnalyticSherpa

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics. Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure. AnalyticSherpa can help you visualize your data to uncover opportunities, identify trends, pinpoint and prevent risks and model and forecast solutions. AnalyticSherpa is bringing innovative, substantial institutional knowledge and analytics to smaller businesses.  

Accounting Biz LLC

Accounting Biz LLC

Accounting services, Taxes, Bookkeeping, Payroll, New Business set-up, and Consulting. 

FIG Tree Capital Ventures LLC

FIG Tree Capital Ventures LLC

FIG Tree Capital Ventures LLC is an investment services firm that specializes in helping accredited investors identify, evaluate, and acquire high quality direct investments in real estate, energy, and technology. We dedicate ourselves to helping busy professionals and high net worth individuals create long term cash flow, asset appreciation, and significant tax benefits. Furthermore, we conduct our business with a level of transparency and customer service unmatched anywhere else in our industry. 

Close To Open Consulting

Close To Open Consulting

Full Service Business Consulting, Coaching, Mentoring, with a specialty with Management Contracts, Management Recruiting, Management Training, Leadership Development, Consulting for Restaurant and Small Business Startups, Layout & Design, Equipment & Furniture Selection, Custom Consulting Services for All Concepts, Site Selection/Negotiation, Employee Job Descriptions, Operation Manuals, Professional Business Plans, Demographic Studies, Daily P & L Implementations, Break-even Analysis, Nationwide Spotting Services, Facility Inspections, ServSafe® Food Sanitation Training, Recipe Analysis & Creation, Staff Training, Marketing Analysis, Video, Photography, H.A.C.C.P. Planning, Security Plans, Social Media Marketing Plans, Social Media Management, Website Design.  

Digital Tax Advisory, LLC

Digital Tax Advisory, LLC

YORDA KIDANE, EA, NTPI Fellow® Yorda has over 16 years of experience in taxation, accounting and small business management. She has earned her elite Enrolled Agent status in 2014, which is the highest credential the IRS awards. Enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns. Yorda can help you by advising, representing and preparing tax returns for individuals, partnerships, corporations, estates, trust, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS and personal tax filing compliance. NATIONAL TAX PRACTICE INSTITUTE™ (NTPI®) FELLOWS EXPERTS IN REPRESENTATION BEFORE THE IRS Yorda has also earned the NTPI Fellow® designation from National Tax Practice Institute™ (NTPI). This designation is evidence of significant expertise in the representation of taxpayers before the IRS. Becoming an NTPI Fellow isn’t easy. NTPI Fellows have completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. Yorda has learned to guide her clients through the often challenging maze of IRS codes, internal regulations and agency structure. That means that not only can Yorda speak directly to the IRS regarding your taxes without you being present, she can represent you in an IRS audit, collection or appeal. If you find yourself in tax trouble, you’ll want Yorda by your side. 

FUSE Financial Partners

FUSE Financial Partners

 

FM Enterprises Accounting Services

FM Enterprises Accounting Services

FM Enterprises is a full-Service Small Business Accounting Firm for the past 35 years. We are located in the Winston-Salem, North Carolina Area. We specialize in Accounting, Bookkeeping, Payroll Preparation, Non-Profit Accounting, Auditing, Forensic Accounting Services, and Financial Fraud Examination Work. Other work areas include Comptroller and Management Consulting work. Our Office hours are : 9:30AM to 5:30PM each day(Eastern Standard Time). Our Physical locations are P.O. Box 21296 Winston-Salem, North Carolina 27120 and Apt#-C 1216 Bethlehem Lane, Winston-Salem, North Carolina 27105. FM Enterprises is a Certified/Registered IRS Tax Pro and has been filing small businesses, medium sized businesses, and Individual Tax Returns for the past 34 years. This include Corporate, 1120-S, Partnership and Individual Tas Returns. FM Enterprises Accounting Services 

Branding & Creative Business Concepts

Branding & Creative Business Concepts

Branding & Creative Business Concepts is verified Certificate of Excellence 2019

Here is a brief overview about how we can help you: About: Our mission is to help you grow your business. We are a full service US-based boutique digital agency that can help you with Branding, PR, Marketing, Advertising, Social Media, and all your digital needs (website, seo, blog, marketing strategy etc). Our 3-Step Formula: 1. Turn Strangers Into Friends 2. Turn Friends Into Customers 3. Turn Customers Into Loyal Customers Services: 1. Branding 2. Advertising 3. PR 4. Digital Strategy (Social Media, Build/Design Websites, Content Marketing, just to name a few) I look forward to getting to know you and learning how we can work together. Here is my contact info, in case you want to contact me directly: Email is: Adam@BCBConcepts.com Phone Number: 407.377.7275 or 212.222.8000 Talk soon... 

Brumley Robinson & Associates CPAs PLLC

Brumley Robinson & Associates CPAs PLLC

We are a multi-CPA firm providing tax and accounting services to individuals and small businesses. We have advanced certified Quickbooks Proadvisors on staff. 

Ledge

Ledge

Overview At Ledge, our competitive advantage lies in our customer service. For a fixed and reasonable monthly rate, we treat our clients as if we are a partner in your business - deeply engraining ourselves in the accuracy behind your books and understanding the ins and outs of your business, its trends, and your future goals. By removing the burden of bookkeeping from your life, my partners and I take a custom and personalized approach in order to provide you with up-to-date reporting of your Income Statements and Balance Sheets. Below are just a few of the services we can offer you: Bookkeeping and Accounting Weekly or Monthly Financial Statement Reporting Monthly Sales Tax Payments General Ledger Reconciliation Business Consulting Budgeting / Projecting Future Cash Flow Accounts Receivable / Accounts Payable Assistance Quickbooks Training Corporate Structure Year End Financial Package for Taxes - Keep the IRS happy! 

James R Hovis Jr CPA PLLC

James R Hovis Jr CPA PLLC

 

Jon Paul Aultman

Jon Paul Aultman

 

MUTUAL TRUST FINANCE LIMITED

MUTUAL TRUST FINANCE LIMITED

Do you need Finance? Are you looking for Finance? Are you looking for a money to enlarge your business? We help individuals and companies to obtain funds for business expanding and to setup a new business ranging any amount. Get a fund at affordable interest rate of 3%, Do you need this cash/funds for business and to clear your bills? Then send us an email now for more details Email: mutualtrustfinancelimited AT gmail . com OR Whatsapp +447934779981  

PRIS CONSULTING LLC

PRIS CONSULTING LLC

 

Rescue Bookkeeping Services

Rescue Bookkeeping Services

 

AJ's Dollars & Sense

AJ's Dollars & Sense

 

Intelegency

Intelegency

Intelegency provides free personal financial education and practical information on how to build wealth to regular people. Address:1887 Whitney Mesa Dr, #2425, Henderson, NV 89014, USA 

M.Porter CPA Tax & Accounting, PC

M.Porter CPA Tax & Accounting, PC

 

Duncan Management

Duncan Management

 

Improve Credit Consulting Firm

Improve Credit Consulting Firm

 

Crissman Bookkeeping & Tax, LLC

Crissman Bookkeeping & Tax, LLC

 

first bank of america

first bank of america

 

ML Financial Group

ML Financial Group

 

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