Business Details
Your Trusted Tax Advisor in Charlotte
Rashad Phillips is a tax accountant, small business advisor, educator, and award-winning journalist dedicated to empowering individuals and businesses with financial expertise. With early exposure to finance through the Academy of Finance magnet program at Garinger High School, he pursued business studies at Johnson C Smith University as a Duke Endowment Scholar. His professional journey began as a part-time tax professional during college, blending academic knowledge with real-world experience. After graduating, he continued post-graduate studies at Pfeiffer University, emphasizing lifelong learning and specialization in tax strategy, business development, and financial coaching.Recognized for excellence in journalism with four Charlotte Area Black Journalist Association awards, Rashad shares insights through articles, radio interviews, and educational publications. He specializes in tax optimization, business planning, financial literacy, and non-profit organization development, serving clients through personalized consultations, electronic filings, and small business loan guidance. His mission is to ensure clients maximize tax deductions, achieve financial goals, and build sustainable business practices grounded in expertise and community engagement.
Services
Tax Returns
Business Consulting
Financial Coaching
Non-Profit Tax Services
Payroll Processing
Small Business Start-Up
Tax Education
Loan Guidance
Tax Optimization
Highlights and features
- We offer free 30-minute consultations for tax and business strategy.
- Our team provides personalized e-filing and mail-in tax services.
- We specialize in non-profit organization development and compliance.
- Our financial coaching focuses on long-term business growth strategies.
- We combine tax expertise with small business loan guidance.
Associations and certifications
- Certified Financial Coach
Services
Personal Tax Services
Comprehensive preparation for individual income taxes, maximizing deductions and credits. Specializing in electronic filing and mail-in services for out-of-state clients. Includes free initial consultation to optimize tax-saving opportunities for maximum refunds.
Business Tax Services
Quarterly and annual tax filings for corporations, LLCs, and partnerships. Includes financial statements for loan applications and strategic tax reduction planning. Specializes in non-profit organization compliance and tax-exempt filings.
Financial Coaching
Certified financial coaching for business growth, covering budgeting, cash flow management, and strategic decision-making. Develops tailored financial game plans to improve profitability and sustainability through personalized 30-minute sessions.
Non-Profit Development
Guidance for tax-exempt organization formation, including budgeting, compliance, and development strategies. Handles tax filing requirements while advising on governance structures and funding acquisition for long-term organizational success.
Small Business Start-Up
Step-by-step assistance with registering corporations, LLCs, and partnerships. Includes business plan development, licensing guidance, and financial projections for investor pitches or small business loan applications.
People
Rashad Phillips
Tax Accountant & Business Advisor
Certified Financial Coach and award-winning journalist with expertise in personal/business tax strategy. Holds advanced degrees from Johnson C Smith University and Pfeiffer University. Specializes in empowering entrepreneurs through financial education and small business development.
Questions
What personal tax services do you offer?
We provide e-filing, mail-in returns, and express drop-off services for individual income taxes with free initial consultations to maximize deductions.
Do you specialize in small business tax services?
Yes, we handle corporation/LLC filings, payroll processing, financial statements for loans, and tax reduction strategies for business owners.
Can you help with non-profit organization compliance?
We assist with tax-exempt status applications, annual filings, and financial strategy development for non-profit organizations.
What payment methods are accepted?
We accept cash, credit/debit cards, and PayPal for all accounting and business consulting services.
Is financial coaching available for entrepreneurs?
Certified financial coaching helps business owners improve cash flow, create budgets, and develop growth strategies through personalized sessions.
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