CPA in Charlotte NC

Transform Your Financial Future with Cutting-Edge Accounting Services

 Unlock the full potential of your finances through strategic accounting methods.

Accountant with businessman

Maximize Profits Strategically

Ensure Financial Compliance

Optimize Tax Savings

AS FEATURED ON

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CPA Firm

Complex Tax Compliance Challenges

Navigating the intricate landscape of tax regulations and compliance requirements can be a daunting task for individuals and businesses alike. The ever-evolving tax laws and regulations demand a high level of expertise to ensure accurate and efficient compliance. Many individuals and businesses find it challenging to keep up with the changes, leading to potential errors, missed opportunities, and increased risk of penalties.

At TEAM Financials, we understand the complexities of the tax landscape and, as a dedicated CPA firm, offer comprehensive solutions to address your unique challenges. Our team of experienced tax professionals stays abreast of the latest tax laws and regulations to provide you with accurate, timely, and personalized CPA firm services.

Services

Comprehensive financial services, from high-level business strategy to tactical execution.

Tax

Our expert team provides comprehensive tax services tailored to your needs, ensuring accurate filing, maximizing deductions, and minimizing liabilities.

Advisory

Our experienced tax advisors scrutinize your financial data, pinpoint growth opportunities, and offer practical insights to empower you in making informed decisions that propel your business forward.

Bookkeeping

Our meticulous bookkeeping services offer a clear snapshot of your company's financial health, tracking transactions, maintaining records, and providing insightful reports.

Tax Planning

Our tax planning and tax savings experts create personalized strategies to minimize your tax burden, increase tax efficiency, and align your financial goals with the ever-changing tax landscape.

Payroll

From timely salary processing to tax withholdings and compliance, we ensure your employees are paid accurately and promptly while adhering to all regulatory obligations

Periodic Elevate Meeting

Empower your business through collaborative discussions with experts, optimizing strategies for lasting success.

CPA Firm Success: Stories from Satisfied Clients

Discover What Our Clients Are Saying About Their Seamless Financial Journey with
TEAM Financials

T.E.A.M. Financials
5.0
Based on 53 reviews
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Seyi FasanSeyi Fasan
01:31 18 Jan 24
Frank Grayson IIFrank Grayson II
14:11 09 Nov 23
The people at TEAM Financials are super helpful and are truly dedicated to leaving a positive impact in the world.
K & S Wealth GroupK & S Wealth Group
13:39 09 Nov 23
Really grateful to be a client, they really make sure that my Company is on the right track every month with our Taxes, Accounting, and even Tax Planning.They have been helping us since our start up phase, they best CPA & Advisors around!
James Foo TorresJames Foo Torres
13:17 09 Nov 23
What I like the most about about Team Financials is that they focus on strategy rather than tactics. They go beyond compliance and number crunching.Another big thing is their great communication and the way the have built relationships with me and me network.
stephen sackey, CPAstephen sackey, CPA
12:41 09 Nov 23
Excellent service. Understands the importance of timely communication with the client
Chiamaka IhemeChiamaka Iheme
23:29 25 Oct 23
Team Financials helped with the acquisition of my business. Their team made sure I got all my questions answered. They were thorough with their analysis and gave great FAST feedback. They made sure I was educated on all things related to come up with the best possible deal!
Ike IfediIke Ifedi
16:26 20 Oct 23
It was indeed wonderful impression for the outstanding financial services Team financial provided to my company. Mr Kingsley’s wisdom, wealth of knowledge and expertises in financial matters was a top notch, insightful and I am very appreciative for the services and insights gained concerning my company’s financial situation. Be glad to recommend others needing financial services to them. Appreciates kindly, Pst. Ike
SanBizz JamilSanBizz Jamil
17:56 07 Jun 23
I had the most amazing experience with Kingsley Ifedi at TEAM Taxes. Their knowledge, attention to detail, guidance & consultation to their clients were absolutely exceptional!If you're looking for top-notch tax guidance and consultation, look no further. Highly recommend TEAM Taxes services, without a doubt!
Faisal MahmudFaisal Mahmud
17:52 07 Jun 23
I've had the most amazing experiences with TEAM Taxes. The third year in a straight that my wife and I have used TEAM Taxes to file our taxes! We desired both professionals and those who would treat us like family. When it comes to protecting your interests and ensuring that you receive ALL of your due refunds, TEAM Taxes always comes through.
MozaddediMozaddedi
17:40 07 Jun 23
I recently used TEAM Taxes for my tax preparation needs and was impressed with the overall experience. The professionals at TEAM Taxes were knowledgeable, friendly, and thorough in their work. They answered all of my questions and concerns promptly and made sure that I understood the entire process.What stood out to me was their attention to detail and professionalism. They took the time to review my documents carefully and made sure that all of my deductions were accounted for. I was also pleased with their pricing, which was reasonable and affordable compared to other tax preparation services in the area.Overall, I would highly recommend TEAM Taxes to anyone in need of tax preparation services. Their expertise, professionalism, and attention to detail make them stand out from the rest. Thank you, TEAM Taxes, for your excellent service!
Aktar FaruqAktar Faruq
17:17 07 Jun 23
Absolutely amazing guidance and consultation with Kingsley Ifedi. Definitely a wonderful and easy to follow step by step process. Superb service from the TEAM Taxes. Highly recommended without a doubt!
A. N. M MUHSINA. N. M MUHSIN
17:10 07 Jun 23
TEAM HealthTEAM Health
10:37 13 Apr 23
The best tax company around. The did everything they promised to do. Kingsley and Jonathan were very thorough and transparent with how much was owed for last year and then got me a redid this year to make up. We started bookkeeping services with them last year after having a Business consultation call, and it has made a world of a difference! Thank you TEAM Taxes
winz & friendzwinz & friendz
12:16 09 Apr 23
Amazing, amazing Amazing Amazing! Team Taxes was quick! They were able to do my taxes very quickly, and give me information about how to build wealth and they were very kind to me. They are very engaging and they will make you feel at home and very inviting.
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The Process

STEP 1
Discovery Meeting

In this meeting, we see if we are a good fit for you and if you are a good fit for us.

STEP 2
Kick off Meeting: Onboarding

Our Kickoff Meeting is a crucial starting point for a smooth integration journey. We'll introduce ourselves, collect secure logins for data access, and guide you through our process to set expectations. It's like a dental checkup for your data health, ensuring a successful integration experience.

STEP 3
Implementation: Onboarding

In the Seamless Smile Phase, we're integrating your data with precision for a flawless result. Expect occasional updates, as we're committed to ensuring a seamlessly aligned data experience.

STEP 4
Go Live: Onboarding

In the "GO LIVE" phase, we'll share a final update, including comprehensive analysis and the news that all systems are seamlessly operational. It's the moment your data comes alive, marking the transformation into actionable insights for operational success.

STEP 5
On-Going Elevate Meetings

Follow-ups and annual meetings are part of the On-going Treatment stage. They allow us to monitor the financial plan's progress, discuss any new goals or concerns, and assess investment performance. This ongoing relationship helps adapt the plan to evolving needs and aspirations.

Why Choose Us

Proven Client Success

Discover the unparalleled satisfaction of our clients who have experienced significant financial growth and success through our dedicated services. We take pride in our track record of delivering tangible results, helping businesses thrive in their financial endeavors. When you choose us, you're choosing a partner committed to ensuring your success.

Tailored Financial Solutions

At TEAM Financials, a dedicated CPA Firm, we understand that each client is unique, and one-size-fits-all approaches don't lead to optimal results. Our team is dedicated to crafting personalized financial solutions that align with your specific goals and challenges. Choose us, your trusted CPA Firm, for bespoke strategies designed to elevate your financial performance and propel your business forward.

Trustworthy Expertise

Your financial journey deserves the expertise of a trusted partner. Our team consists of seasoned professionals who are not just number crunchers but strategic advisors. When you choose us, you choose a reliable ally dedicated to navigating the complexities of finance with integrity, transparency, and a commitment to your success.

About TEAM Financials

Empowering Prosperity: Transformative Results in Financial Well-Being

Established in 2012 at East Carolina University, we began as a campus organization empowering minority male students. Expanding our mission in 2019, we now collaborate with community partners and businesses to foster growth and prosperity.

Named T.E.A.M. (Together Everyone Achieves More), we emphasize collaboration for lasting impact. Operating in one of Charlotte’s marginalized areas, our focus is on financial literacy to empower individuals and families for better financial well-being.

Our track record includes processing and recovering over $1.3 million in tax refunds, providing vital financial relief to our community. With 850+ successful client engagements, we’ve been a catalyst for positive change.

Join us in creating a stronger, more prosperous community through empowerment and education. Together, let’s build a future where everyone thrives, regardless of background. Join our transformative journey now.

About TEAM Financials

Empowering Prosperity: Transformative Results in Financial Well-Being

accountant with business owner

Established in 2012 at East Carolina University, we began as a campus organization empowering minority male students. Expanding our mission in 2019, we now collaborate with community partners and businesses to foster growth and prosperity.

Named T.E.A.M. (Together Everyone Achieves More), we emphasize collaboration for lasting impact. Operating in one of Charlotte’s marginalized areas, our focus is on financial literacy to empower individuals and families for better financial well-being.

Our track record includes processing and recovering over $1.3 million in tax refunds, providing vital financial relief to our community. With 850+ successful client engagements, we’ve been a catalyst for positive change.

Join us in creating a stronger, more prosperous community through empowerment and education. Together, let’s build a future where everyone thrives, regardless of background. Join our transformative journey now.