Contact: James Pollack

Website:  http://jlpollackcpa.com/

Offerings: Small business and individual Federal & State Income tax.

Best for:  Small business owners and entrepreneurs who need tax planning and preparation.

Why they are awesome: James is a well-seasoned expert. After graduating from UNC Chapel Hill with a master’s degree in accounting, James started working in Uptown Charlotte for a large firm when he decided that he wanted to assist smaller businesses and individuals on a personal level. His approach to accounting is simple: create tailored services for every relationship he makes. By doing so, every client’s story and situation is appreciated and nothing falls through the cracks. James also has a competitive spirit; a key attribute in helping his clients save time and money. Around town he’s known affectionately as “The Tax Man” because his clients and friends alike feel close to him.

Contact Them HERE and be sure to let them know I sent you!

Contact: Niki Erb

Website: insightfolios.com

Offerings: Insight Folios helps bring some predictability in an unpredictable world through its unique approach to income planning.  As fiduciaries, we have been educating and empowering people for years to have a process they can use to make smart financial decisions.

Best for:  Small business owners and entrepreneurs who want creative tax savings and income generation.

Why they are awesome:  Niki and Paul know the tax savings and income generation space well and do it ethically.

Contact Them HERE and be sure to let them know I sent you!

Contact: Phan Nueman

Website: https://protechllc.com/

Offerings: All things technology for your small business.

Best for:  Small business owners and entrepreneurs who need access to technology related issues and set up.

Why they are awesome:  Phan knows the IT space well and can do everything from setting up your workstation, to suggesting different apps and software to meet your business needs.

Contact Them HERE and be sure to let them know I sent you!

Contact: Rita Torres or Cody Gregory

Website: https://directpaypayroll.com/

Offerings: All things payroll related for small businesses.

Best for:  Small business owners and entrepreneurs forming new startups that need payroll services.

Why they are awesome:  They are super responsive and know all things payroll.

Contact Them HERE and be sure to let them know I sent you!

Contact: Chad Carpenter

Website: https://movementinsurance.com/

Offerings: All things insurance related  for your small business. Vehicle, property, business/commercial, and life.

Best for:  Small business owners and entrepreneurs who have insurance needs

Why they are awesome:  Movement Insurance is part of the larger family of Movement Mortgage, run by incredible leadership. Chad is very knowledgeable and responsive!

Contact Them HERE and be sure to let them know I sent you!

Contact: Jeff Peters

Website: https://1stopsolutions.biz/

Offerings: Health Insurance & Benefits, Life Insurance, Tax Planning Retirement Savings Vehicles

Best for: A one stop solution for many business cost reduction strategies and benefits.

Why they are awesome: Jeff has a larger than life personality and is knowledgeable with all of his product offerings.

Contact Them HERE and be sure to let them know I sent you!

Contact: Sabrina Winters

Website: https://www.ncestateplanninginfo.com/

Offerings: Estate Planning for small business owners

Best for:  Small business owners and entrepreneurs who need a will or trust set up to protect their assets

Why they are awesome:  Sabrina knows the best solutions for estate planning and can help to protect your family and your business assets.

Contact Them HERE and be sure to let them know I sent you!

Contact: Matthew Vilmer

Website:  https://wbblawyers.com/

Offerings: Legal matters including business formation, business contracts, and civil litigation

Best for:  Small business owners and entrepreneurs who have legal needs

Why they are awesome:  Matt is an incredible attorney who has helped our firm with our own needs, as well as is respected in the Charlotte community and knows the legal space very well as it pertains to business owners.

Contact Them HERE and be sure to let them know I sent you!