A Charlotte-based CPA firm specializing in comprehensive tax preparation, tax compliance, tax planning, and financial advisory services for individuals and businesses. Founded in 2012 with a mission to empower community members through financial literacy and strategic tax solutions.
Details
Phone: (704) 412-4242
Website: http://teamfinancials.com/
Languages: English
Services
Accounting
- Bookkeeping Services — Year-round bookkeeping support for businesses
- Payroll Management — Payroll processing and management services
Tax
- Business Tax — Tax services for businesses of all sizes, navigating complexities of business taxation and ensuring regulatory compliance
- Individual Tax — Personalized tax preparation focused on minimizing tax liability and maximizing financial opportunities
- Tax Advisory — Analysis of financial data to pinpoint growth opportunities and provide practical insights for informed decision-making
- Tax Compliance — Comprehensive tax services including accurate filing, maximizing deductions, and minimizing liabilities
- Tax Planning — Personalized strategies to minimize tax burden, increase tax efficiency, and align financial goals with tax landscape
Team
Kingsley Ifedi (CPA, Master's degree in Accountancy), CPA
From Charlotte, North Carolina with competitive spirit and drive for success. Brings wealth of knowledge and expertise in financial planning and strategy
Gen. C. Ifedi, Tax Associate
Over seven years of tax experience in individual and business tax preparation, payroll management, and year-round tax planning. Known for attention to detail and client-first mindset
Jonathan Ifedi (Bachelor's and Master's in Computer Information Systems), Tax Associate
Originally from Charlotte, NC, currently based in Atlanta, Georgia. Over 5 years of personal and small business tax experience. Played Division 1 football
Raizza Johnny (CPA), Tax Manager
Certified Public Accountant based in Philippines with over 3 years of expertise handling US clients. Focuses on business and individual tax return preparation with passion for taxation
Chi Ofodum (BS Healthcare Management, Life Insurance Agent), Client Success Manager
Originally from New York, currently based in New York. Over 3 years of experience in healthcare facility as Healthcare Access Management in Emergency Department