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.

What Is An Accountable Plan For Charlotte S Corp Owners?

Quick Answer: An S corp Accountable Plan is a formal reimbursement arrangement that allows your business to repay you tax-free for out-of-pocket overhead like home office, cell phone, and vehicle expenses. By converting these outlays into direct corporate...

What Are the Disadvantages to Sole Proprietorship for Growing Charlotte Business Owners?

Quick Answer: The primary disadvantages to a sole proprietorship for growing business owners are unlimited personal liability and a mandatory 15.3% self-employment tax on 100% of net profit. Once annual net profit exceeds $40,000, remaining a sole...

What Qualifies For Research and Development Tax Credit Claims For Charlotte Small Businesses?

Quick Answer: Your small business qualifies for the R&D tax credit whenever you pay U.S. wages, contractor fees, or supply costs to overcome technical roadblocks while building or improving products, custom software, or internal processes. By working...

How To Separate Personal And Business Expenses Faster For Charlotte Business Owners

Quick Answer: To cleanly separate personal and business expenses, set up dedicated business accounts, automate your owner payouts, and use smart accounting tools to capture purchases in real time. Building this automated system protects your write-offs...

Should Your Charlotte Business’s Benefits Packages For Employees Include Trump Account Contributions?

Quick Answer: Adding Trump Account contributions to your employee benefits package is a high-leverage strategy if you, as a business owner, are looking to boost talent retention while slashing your payroll tax liabilities. Employers can contribute up to...

How to Use AI For Business Growth: 10 Prompts for Charlotte Small Business Owners

Quick Answer: Learning how to use AI for business successfully relies on using targeted prompts to audit operational drag and organize strategic growth ideas. These practical prompts help business owners turn raw AI brainstorming into actionable meeting...

Should Your Charlotte Business Make an LLC to S Corp Conversion This Tax Year?

Quick Answer: An LLC to S Corp conversion is an IRS tax status election that becomes financially beneficial once your business achieves $60,000 to $100,000+ in annual net profit. By preserving your legal LLC structure while splitting income into a...

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...

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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