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...

All Business Owners Should Take These Five Cyber Security Steps.

As a Charlotte business owner, you've got a few extra things to worry about these days, from making sure no one is doing Zoom calls in their pyjamas t...

Six Compelling Reasons Why Everyone Should Have An Estate Plan.

Heir Hunters, a Netflix show that I've been watching, follows 30 research companies in the United Kingdom as they scramble to find surviving heirs whe...

Clients With Highest Level Of Financial Security's Behavior Profile

March's craziness sure delivered over the weekend, didn't it? There are a lot of upsets and surprises this time of year, which makes it exciting for b...

In Charlotte, there is a lot of focus training.

It certainly does seem like summer now that we're in June. Summer is arrived. The air conditioning kicks in, the days get hotter... and, if you're any...