Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a CPA and can help you navigate your options.

Tax Preparation

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

Tax Planning

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

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Top 10 Myths About Strategic Business Coaching

In the competitive landscape of today's business world, staying ahead often requires more than just conventional strategies. Strategic business coaching and consulting have emerged as powerful tools for businesses aiming to achieve sustainable growth and success....

What to Expect for Independent Contractor Taxes

As an independent contractor, you have the flexibility and freedom that traditional employees might not enjoy. However, with this independence comes the responsibility of managing your own taxes. Understanding your tax obligations is crucial to avoid penalties and...

Small Business Legal Advice in Charlotte, NC: Steps & Checklist

Starting and running a small business in Charlotte, NC, can be an exciting venture, but it's crucial to navigate the legal landscape carefully. Proper legal compliance not only helps avoid fines and penalties but also sets a strong foundation for your business's...

7 Common Tax Planning Myths Debunked for Business Owners

Tax planning is an essential aspect of financial management for both business owners and independent contractors. However, navigating the complex world of taxes often comes with its fair share of myths and misconceptions. In this article, we'll debunk seven common...

How to Find the Best CPA Near You

When it comes to managing your finances, you may feel overwhelmed with the amount of CPAs you are finding in your area. With so many options to choose from, finding the best CPA (Certified Public Accountant) near you can make a world of difference when it comes to...

7 Tax Deductions for 1099 Workers in Lake Norman, NC

Are you a 1099 worker based in the Charlotte Metro area looking for ways to maximize your tax savings? As a self-employed individual, you have the opportunity to deduct various business expenses to reduce your taxable income. In addition to reducing taxable income,...

Strategic Business Coaching – Your Business’s Secret Weapon

Hey there, savvy entrepreneurs of Lake Norman, NC! Are you at a crossroads in your business journey? Have a business idea but not sure how to get started? You’ve got big dreams, massive goals, and a whole lot of hustle, but sometimes, even the most driven of us need a...

Simplifying CPAs: What is a CPA and Why Your Lake Norman Small Business Needs One

Hey Lake Norman entrepreneurs & business owners! Ever wondered what a CPA is and why they're essential for the success of your small business? Don't worry; we've got you covered. In this article, we'll break down the mystery behind CPAs, why you might need one,...

Are Lake Norman Consumers Exhausted by Tip Screens?

You might remember this little story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals. It brought the IRS’s ability to secure taxpayer data into question along...

Accommodating State Sales Tax Changes in Your Lake Norman Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing the dishes...

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!

Learn more

Customer Stories

"Being a solo entrepreneur can be tough, and she takes the accounting aspect and put me at ease."

"Kristin has helped keep me prepared every year for my taxes, so I know how to plan and what to expect. With Kristin, I know I am taken care of, and my business is operating exactly as it should.

Working with Kristin isn't a transactional experience... you grow a warm, trusting relationship. I highly recommend if you are looking for dependable, personable, trustworthy accountant that you go with Kristin Gravitt!"