3 Reasons Why More Charlotte Families Are Not Planning Their Estates

We are totally absorbed in our tax preparation process now that the Winter Olympics are over. We've been grateful for the chance to reconnect with so ...

The 2021 Tax Preparation Checklist from Kohari & Gonzalez PLLC

Many things have changed recently, including Academy Award nominations (which have dropped), mortgage rates (which have risen), and the effective tax ...

3 Business Tax Penalties to Avoid When At All Possible - Sara Gonzalez

With May 17th behind us (albeit it was just another day for people in Texas, Louisiana, and Oklahoma), We're moving our attention to the planning and ...

Breakdown of Sara F Gonzalez's Tax Extension

It's the last full week of tax season, and our Charlotte office is bustling! But, yes, I am still pausing to write to you, my buddy. There's a lot of ...

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...

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 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...

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...

Couples Can Use These 6 Tips To Make Money And Marriage Work Together

It seems like crooks in Charlotte are always coming up with new ways to deceive people into handing them more money. No, I'm not referring to Congress...