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CPA Services - Charlotte, NC

Charlotte CPA Tax & Accounting Services for Business Leaders, Entrepreneurs, and Investors

Whether you’re starting or scaling a business, seeking expert tax guidance, in need of efficient and proactive bookkeeping, looking to optimize and minimize your taxes, a real estate investor, or searching for financial advisory, we’ve got you covered.

Charlotte CPA - Tax & Accounting Solutions

Tired of Generic Tax Services?

Our CPA tax services are designed to optimize your tax strategy and streamline your financial operations. Tax laws are constantly changing, and our proactive approach ensures you obtain maximum tax benefits while staying fully compliant and shielded from IRS complications.

Frustrated with Inefficient Accounting Solutions?

Our CPA accounting and bookkeeping services simplify your financial processes and enhance your business’s financial clarity. Our professional approach ensures you receive precise, timely, and insightful financial reports, giving you a clear picture of your financial health.

We Help Business Leaders, Entrepreneurs, and Investors Reduce Tax and Keep More Of Their Hard Earned Money

Charlotte CPA - Tax & Accounting Services



Master Your Finances: Accounting & Bookkeeping

Schedule a virtual or phone meeting with us to discuss your immediate needs, financial goals, and any questions you may have. We listen first to understand you better. Your books should inform you the financial health of your business or investment activities. With our CPA accounting services you will receive more than the required financial data to help you make best decisions.

Navigate Tax Preparation & Planning with Confidence

Taxes are your life’s biggest expense. Taxes should not be a maze of confusion. You need to partner with the right team of tax professionals that have the right expertise. With over a decade of specialized CPA tax experience, we understand that a one-size-fits-all approach does not exist in the realm of taxes. Our Charlotte CPA tax preparation, strategies, planning, and advisory services are personalized to meet the unique needs and challenges of your business or personal taxes.

Work With Us

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Initial Consultation

Schedule a virtual or phone meeting with us to discuss your immediate needs, financial goals, and any questions you may have. We listen first to understand you better

JG CPA & Advisory - proposal


Based on your unique needs and services requested, we craft a personalized proposal that outlines and details the services we will offer.

JG CPA & Advisory - agreement


We formalize our partnership through a clear and straightforward agreement, ensuring mutual understanding and trust from day one.

JG CPA & Advisory - onboarding

Seamless Onboarding

Transitioning from your previous CPA? We guarantee a smooth process, from software integration to secure data migration.

Frequently Asked Questions (FAQs)

How does client communication work at your firm?

Majority of our clients are spread out nationwide (some even international), therefore, we leverage cutting-edge technology to facilitate seamless virtual communication or phone conversation. Our team is strategically located across the United States, enabling us to serve clients nationwide and occasionally even international. Emails are normally acknowledged upon receipt and responded to within 24-48 hours, ensuring a superior client experience.

What types of clients do you typically serve?

Our client base is diverse, ranging from business leaders and entrepreneurs to investors. We specialize in strategic tax planning and financial advisory services tailored to these specific types of clients. We’re familiar and savvy with many types of income activities.

Where are you located?

Our main location is in Miami, Florida. We mostly serve as a remote/virtual CPA firm, and all our employees and clients are spread nationwide.

How is your fee structure designed?

Our fees are transparent and based on the complexity and scope of the work involved. We offer tiered packages that often include monthly subscription-based or annual fees. Rest assured, unexpected invoices are a non-issue with us; unless for any out-of-scope work which is clearly communicated upfront.

What types of businesses do you work with for bookkeeping and accounting?

We serve a diverse clientele, ranging from sole proprietors to businesses with up to 100 employees. Our expertise covers many industries, where businesses generate annual revenues in the range from $100k to $50m.

What is the cost of your accounting and bookkeeping services?

Our fees are customized to your business’s size, transaction volume, complexity, and the duration you’ve operated without an accounting system. For new clients or those requiring initial accounting system implementation, excessive clean-up, and/or substantial up-to-date work, we generally charge you separately for this additional service. Post this, regular bookkeeping or accounting billing cycles commence.

What type of tax returns do you prepare?

We are experienced and prepare Federal and State tax returns for all types of entities.

Individual returns: Form 1040
S-Corporation returns: Form 1120S
Partnership returns: Form 1065
C Corporation returns: Form 1120
Consolidated C Corporations: Form 1120 & 851
Trust returns: Form 1041
State tax returns: separate, pass-through, composite, unitary, combined.
International tax returns: Forms 1040NR, 5471, 5472, 8858, 8869

Who is a good fit for monthly bookkeeping or accounting services?

Investors, entrepreneurs, and businesses in the growth stage or that are already established benefit most from our monthly services. Outsource your accounting to redirect your focus to business growth, leveraging our CPAs and accounting professionals for financial expertise and ongoing support.

What accounting and bookkeeping software do you work with?

We currently utilize QuickBooks Online for our client accounting systems.

Do you have a Charlotte office address or location address??

Yes, we do have a Charlotte location address, it is

301 S McDowell Street, Suite 125, Charlotte, NC 28204

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