Former Big 4 auditor helping Charlotte small business owners and investors save $10K-$50K+ annually through strategic tax planning
📞 Call Now: (864) 525-8883 Get Free Tax Savings Guide
With over two decades of experience spanning public accounting, consulting, and corporate finance, Steve brings a unique and insightful approach to serving his clients. A former Big 4 auditor and trusted advisor to families and small businesses, Steve specializes in complex tax planning and compliance for individuals, trusts, estates, S-Corp and partnerships.
Discover legitimate strategies that could save you thousands before April 15th
Average client saves $15,000-$35,000 annually through proactive tax planning, not just compliance.
Deep knowledge of NC tax laws and Charlotte business landscape. We understand local real estate investors and service businesses.
Big 4-trained precision with personalized service. You work directly with Steve Tao, not a junior associate.
Not just tax season. Quarterly check-ins ensure you're optimizing throughout the year, not scrambling in April.
Complex returns are our specialty. Partnerships, trusts, estates, and multi-state filings handled expertly.
Strategic advice on entity structure, expansion, and succession planning that saves six figures over time.
For W-2 earners, side hustlers, real estate investors, and high-income professionals seeking deduction opportunities.
Complete compliance and strategic planning for business entities. LLC conversions, payroll optimization, and distribution planning.
Sensitive, accurate filings for families managing inheritances, trusts, and estate transfers with minimum tax burden.
Quarterly strategy sessions to maximize deductions, time income, plan major purchases, and prepare for life changes.
Choose the right structure from day one. LLC, S-Corp, or partnership - we set you up for long-term tax efficiency.
If the IRS comes knocking, we're in your corner with representation and resolution strategies.
Stay informed with the latest tax strategies, deadlines, and updates for Charlotte businesses
We're preparing valuable tax tips and insights for Charlotte business owners. Check back soon!
No surprises. Clear pricing based on complexity. Most clients save 10-50x our fee.
Final pricing depends on complexity. Free initial consultation to provide accurate quote.
Free 15-minute consultation to discuss your situation and savings opportunities
11300 Lawyers Road
Mint Hill, NC 28227
Serving Charlotte Metro, Matthews, Mint Hill, Indian Trail, and surrounding areas
Monday - Friday
9:00 AM - 5:00 PM
Evening appointments available
Not sure if we're right for you? No obligation - let's talk about your specific situation.