Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax services and professional know-how you’re looking for and can help you navigate your options.

Business Tax Preparation

The IRS is fully equipped to ensure compliance on your business tax return.

Individual Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Using KPIs For Your Charlotte Business

Being able to reasonably forecast upcoming problems has become an essential skill for Charlotte business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Charlotte Business "It is common sense...

Are Your Charlotte Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Charlotte clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we are...

Use These Financial Reports For Business Decisions By T. Anderson Financial

How do you make financial decisions for your Charlotte business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your...

Struggling Charlotte Businesses: Careful With Price Reductions

If you're struggling in your Charlotte business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Charlotte Businesses: Careful With Price Reductions “Despite your best...

Developing Accountability In Your Charlotte Business

Before we get to talking about accountability in your Charlotte business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit...

T. Anderson Financial’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your Charlotte Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your Charlotte family business? You need to...

A Few Winning Tips for Controlling Costs in Charlotte Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Charlotte...

T. Anderson Financial’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Charlotte readers, I'm going to take you down a little rabbit hole...

Financial Documentation Strategies for Charlotte Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Charlotte "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Charlotte Taxpayers "You get older...

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! Change that with our tax services.

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Customer Stories

Excellent Service!

T. Anderson Financial has excellent service! Professional, fast and very helpful. Highly recommended to anyone looking for reliable and trustworthy financial solutions.

TAMS

Prepared, responsive and insightful

Tori is always prepared and on time for our weekly meetings. She has valid concerns, and her reports help us keep track of any transactions that need clarification, updates or supporting documentation. Tori has made some valuable suggestions that will help keep our QB acount a little cleaner and easier to manage.

AAA Appliance

Experience with Amazing Tori

Tori is amazing, easily reachable, very helpful, thorough with all the data(which is what we needed), and willing to work around your schedule.

Prabhjot Singh | Nancy STEM Education LLC

Tori is fantastic

Tori is fantastic. I appreciate her diligence and ability to follow through to ensure everything is correct.

Rick Lingo | At Home Medical, Inc.

T.Anderson Financial came highly…

T.Anderson Financial came highly recommended! Very easy to work with and great communication!!

Brandon Larke

Let me tell you about Tori

Let me tell you about Tori - she is an amazing and patient professional who took great care in explaining how this new system would work. I am a church volunteer with a whole other full time job and thanks to Tori, I feel great about being able to take on this new responsibility. In a word, she is OUTSTANDING and I look forward to working with her going forward!!!

Kristine Ouedraogo | Treasurer, Davies Unitarian Church

Tori is great

Tori is great! She is very knowledgeable and is always willing to help resolve issues of concern. I highly recommend her to anyone who has tax needs.

Allen Bruton | New Hope Church

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