LB&J

Business Tax & Financial Services

We bring decades of experience to the table in helping you plan for the long-term growth of your business We offer end-to-end financial services, including financial and tax strategies, business structuring and corporate finance Learn more about our business services, including:

Personal Tax & Financial Services

Our Charlotte CPAs and financial advisors are uniquely equipped to help close the loop on personal tax strategies and long-term financial planning We offer a personalized and complete approach to help you fulfill your financial goals Learn more about our personal tax & accounting services, including:

• Federal & State & International Tax Preparation
• Short & Long-Term Tax Strategies

WE Help You Keep More of Your Money

We apply our deep knowledge of accounting requirements and the tax code to create customized tax strategies, potentially saving our clients thousands of dollars annually.

NC Business Recovery Grant

EIDL Loan Still Available But Only Until December 31st 2021

2020 Year-end Income Tax Planning for Individuals

2020 Year-end Income Tax Planning for Businesses

The Main Street Lending Program & The Year Of Opportunity

CARES Act For Small Businesses – Stimulus Program

SBA Opens Disaster Financial Assistance For Small Businesses

AICPA Update – No Tax Extension But Some Tax Payment Delays Offered

Top Things To Know About The SBA’s Disaster Assistance Program for Businesses Impacted By The Coronavirus

Flipping the Script on Expenses for Real Estate Investors

The Underappreciated Magic of Qualified Small Business Stock

Let us simplify your financial world

We utilize a full suite of accounting services, from business to personal tax & financial planning, all under one roof

Make your savings work for you

We work hand-in-hand with an in-house financial advisor providing strategies to maximize our client’s net worth

Professionals in your corner.

Tax & finances are our specialty

We have a team of experienced and qualified professionals to assist with all of your accounting and taxation needs

Use this contact form to request a complimentary consultation with one of our tax or financial planning consultants.

Interested In: SBA Disaster Assistance Business Services Personal Tax Services Financial Services Other Meeting Type: In-Person Virtual Consultation