Financial Health Check For Families & Individuals On A 12-Point Scale

Here in Charlotte, we are currently fully immersed in our tax "off season." But, surprisingly, this is where we can genuinely make a difference on beh...

The Pareto Principle And The Work Cycle Of Your Company

When you're slogging through the summer and the weather is still hot, it's tempting to put the brakes on for the month of August until Labor Day arriv...

For Charlotte Taxpayers, A Basic Mid-year Tax Planning Method

This past weekend, I had the fortunate opportunity to attend an educational conference in Tucson, where it rained heavily and the weather was cooler. ...

3+ Reasons Why Charlotte Taxpayers Need To File An Amended Return

So, there you have it. You made it happen. We got it through the tax season without a hitch. Every year, I feel a great weight lift off my shoulders w...

For Taxpayers, The Issue Of Unfilled Tax Returns Is A Major Issue.

I just came upon some data on the US Census Bureau website that was both exciting and concerning. I suppose this will be of interest to Charlotte busi...

The Very First Thing You Must Do

Sara F Gonzalez here, your tax professional. I won't pretend to know everything, but I'll do my best to provide you with facts from the "real world." ...

It's time to take advantage of commercial real estate opportunities

You, as a Charlotte small business owner, are probably well aware of the significance of your company's location. This is especially true if you run a...

Let’s Talk About Your Business…

I know your business. Because we deal with clients like you all the time, I’ve got a leg up on all those “gurus”, since I’m right there in the trenche...

For Businesses, There's A Big Update On Employee Retention Credits.

With the approval of both the American Rescue Plan Act and the CARES Act, the government appears to be attempting to go “full Oprah” with all of the c...

For Charlotte's Millennials, Here's How To Manage Their Money.

Let me tell you something... May is starting to resemble December in appearance. Not because it's cold outside, but because there's so much "end of sc...