Business Details
Trusted Accounting & Tax Services in Charlotte, NC
We are a full-service accounting firm dedicated to providing professional, personalized financial services to businesses and individuals. With over fifteen years of experience, our expertise spans tax compliance, financial statement preparation, estate planning, and business consulting. Our team, led by Brenda Skinner CPA, combines 25 years of industry experience with certifications in accounting and financial planning to deliver tailored solutions.We prioritize open communication, thorough research, and adherence to evolving tax regulations to ensure our clients maintain financial viability. Our services include tax management, IRS representation, cash flow analysis, and retirement planning, all designed to help clients achieve long-term financial goals.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Entity Selection
Cash Flow Analysis
Financial Planning
Bookkeeping
Payroll Services
M&A Advisory
Highlights and features
- We offer 25 years of specialized accounting and tax expertise.
- Our team includes a Certified Public Accountant and Certified Financial Planner.
- We provide tailored financial strategies for individual and business needs.
- Our services span tax planning, estate management, and IRS representation.
- We combine industry certifications with local Charlotte business insights.
Associations and certifications
- CPA
- CFP
Services
Tax Management
Our tax management services optimize financial opportunities through strategic planning and compliance. We help individuals and businesses minimize liabilities while aligning with evolving tax regulations. Our team provides comprehensive support for filing, audits, and long-term tax-efficient strategies.
Estate Planning
Estate planning services ensure smooth asset transfer and tax-efficient legacy management. We guide clients through trust creation, will preparation, and strategies to reduce post-mortem tax burdens. Our approach combines legal compliance with personalized financial goals.
IRS Representation
IRS representation protects clients during audits with professional advocacy. We handle communications, documentation, and negotiations with tax authorities. Our expertise reduces stress and ensures compliance while safeguarding client interests during enforcement actions.
Cash Flow Analysis
Cash flow analysis improves business liquidity through budgeting and spending optimization. We identify efficiency gaps and develop sustainable financial models. Our services include forecasting, debt restructuring, and strategies to maintain operational stability during economic fluctuations.
Business Consulting
Business consulting covers entity selection, mergers, and operational restructuring. We analyze tax implications and market conditions to guide strategic decisions. Our consulting services support growth, succession planning, and regulatory compliance for startups and established enterprises.
People
Brenda H. Skinner
Owner
Certified Public Accountant with 25+ years of experience in tax and financial planning. Holds an MBA from Queens University and CFP certification. Former instructor in small business financial management and active member of AICPA and Financial Planning Association.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and tax planning tailored to small businesses.
Can you help with IRS audit representation?
Yes, we offer professional IRS audit representation to protect clients' interests during tax enforcement actions.
Do you specialize in estate tax planning?
We offer comprehensive estate and trust planning services to minimize tax burdens and ensure smooth asset transfer.
What financial planning tools are available?
We provide retirement cash-flow analysis, investment strategy guidance, and tax-advantaged savings planning.
How do you handle international tax compliance?
Our firm assists with cross-border taxation issues for businesses and individuals with overseas operations or employment.
What are your fee structures for tax services?
Detailed pricing isn't specified online; contact us directly for customized tax service quotations.
