Strategic Wealth Designers, 13146 Ballantyne Corporate Pl, Ste 100, Charlotte, NC 28277, US

HistoryAfter earning my Certified Public Accountant (CPA) designation, I chose to build a practice that serves the tax and accounting needs of individual and small business clients. As the practice grew, I observed that many clients struggled in making financial decisions that often created unexpected and unwanted tax consequences. As a result, in 2001 I added financial planning and investment advice to the services we make available to our clients. By using a holistic approach to clients' financial well-being, we are able to offer more comprehensive advice. Our recommendations are tailored to our clients' values, short- term need, cash flow and long term goals - and helping them avoid inadvertent and negative tax consequences of financial decisions. In addition to being a CPA, I also hold the certification of Personal Financial Specialist (PFS). Issued by the American Institute of Certified Public Accountants (AIPCA) exclusively to CPAs, the PFS is awarded to professionals who have proveSpecialtiesOur Services Include: -Individual Tax Preparation -Business Tax Preparation, including C-Corps, S-Corps & Partnerships -Estate & Trust Tax Preparation -Tax Planning -Accounting Services, including Booking & Payroll -Business Consulting -Financial Services