Business Details
Your Trusted Accounting Partner in Charlotte
Kohari & Gonzalez is a full-service accounting firm dedicated to providing professional, personalized financial solutions for individuals and businesses. With a focus on tax preparation, bookkeeping, and strategic financial planning, we prioritize client success through proactive guidance and adherence to evolving tax laws. Our team of certified professionals combines decades of experience with a client-centric approach, ensuring compliance, maximizing resources, and delivering peace of mind. Specializing in small business support, IRS representation, and tax problem resolution, we serve as a trusted partner for clients in Charlotte, NC, and beyond.Our commitment to ethical standards, continuous education, and tailored advice positions us as leaders in simplifying complex financial matters. By leveraging advanced tools and maintaining transparent communication, we empower clients to make informed decisions that drive long-term prosperity. Whether managing payroll, conducting audits, or resolving tax disputes, our firm remains dedicated to excellence, reliability, and the highest level of service.
Services
Tax Preparation
Bookkeeping Services
IRS Representation
Audit Review
Payroll Services
Tax Problem Resolution
Financial Planning
QuickBooks Setup
Business Succession Planning
Corporate Tax Filing
Highlights and features
- We offer decades of combined experience in tax and accounting services.
- Our team provides personalized IRS representation and audit resolution.
- We prioritize proactive tax planning to maximize client savings.
- We deliver transparent, jargon-free explanations of complex financial matters.
- We leverage advanced tools for accurate bookkeeping and financial reporting.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Very professional
Excellent customer service
Go out of their way
Highly recommend
Advantageous guidance
Services
Tax Preparation
We provide comprehensive tax preparation services tailored to individuals and businesses, ensuring compliance with federal and state regulations. Our experts analyze your financial situation to maximize deductions, minimize liabilities, and deliver accurate filings. With proactive planning, we help clients avoid common pitfalls and optimize annual tax outcomes.
IRS Representation
Our firm specializes in IRS representation for audits, liens, and debt resolution. We act as your advocate during audits, handling communication, documentation, and negotiations. By leveraging our deep understanding of tax law, we protect client interests and achieve favorable resolutions while reducing stress and uncertainty.
Bookkeeping Services
We manage day-to-day bookkeeping to maintain accurate financial records, including payroll, accounts payable/receivable, and cash flow tracking. Our services ensure businesses have real-time insights into financial health and are audit-ready year-round. We use secure, up-to-date software for efficiency and transparency.
Audit Review
We conduct thorough audits and reviews to verify financial statement accuracy and compliance for businesses. Our processes meet AICPA standards, providing stakeholders confidence in reported data. The service includes identifying risks, improving internal controls, and delivering actionable recommendations for operational improvements.
Tax Problem Resolution
We resolve complex tax issues such as unpaid returns, wage garnishment, and penalties. Our strategies include Offer in Compromise, innocent spouse relief, and installment agreements. We work to reduce liabilities and restore financial stability through legally sound solutions tailored to each client's circumstances.
People
CPA Sara F Gonzalez
Partner
With extensive experience serving public and private companies across industries, Sara F Gonzalez co-founded Kohari & Gonzalez PLLC to deliver expert accounting services in Charlotte. She specializes in tax resolution, audit representation, and strategic financial planning for businesses and individuals.
Questions
What services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, QuickBooks setup, and audit services tailored to small businesses. Our goal is to streamline financial operations and ensure compliance.
Can you help with IRS audit representation?
Yes, we handle IRS audits from start to finish, including communication, documentation, and negotiations, to protect your interests and achieve a favorable resolution.
Do you work with remote clients?
Absolutely. We securely manage tax and accounting needs for clients nationwide using digital tools, ensuring the same personalized service as in-office meetings.
How do you stay updated on tax law changes?
Our team actively monitors federal and state tax updates, participates in professional development, and adheres to AICPA guidelines to ensure accurate, up-to-date advice.
What sets your firm apart from tax software?
We offer personalized expertise, proactive planning, and dedicated support tailored to your unique financial situation, unlike automated software solutions.
How can I schedule a consultation?
Call us at (704) 599-3355 or email us to discuss your needs and set up a consultation with one of our experienced professionals.
