TEAM Financials CPA
Certified public accountant, Accountant, Accounting firm in Charlotte, NC
- Address
- 2332 Beatties Ford Rd, Charlotte, NC, 28216
- Phone
- (704) 412-4242
- Website
- teamfinancials.com
About TEAM Financials CPA
TEAM Financials CPA traces its roots to 2012, when it began as a campus organization at East Carolina University created to support minority male students. In 2019 the group expanded its mission to work directly with community partners and businesses, eventually growing into the tax and financial advisory firm it is today. The name TEAM stands for "Together Everyone Achieves More," a phrase the firm says still guides how it works with clients and community partners. The firm's core services include tax compliance, focused on accurate filing while maximizing deductions and minimizing liabilities, along with tax advisory work that uses financial analysis to identify growth opportunities for clients. Individual tax preparation is built around personalized strategies to reduce a client's tax liability, while tax planning services aim to minimize tax burden and increase overall financial efficiency. On the business side, TEAM Financials supports companies of all sizes navigating tax complexity, and it runs periodic "Elevate Meetings," collaborative strategy sessions meant to help clients optimize their broader financial position rather than just file returns. Operating in Charlotte's underserved communities, the firm emphasizes financial literacy and empowerment as much as compliance work. TEAM Financials reports processing and recovering more than $1.3 million in tax refunds for clients and completing over 850 successful client engagements. The firm describes itself as a catalyst for positive change in the communities it serves, framing its work as personalized financial solutions rather than generic, one-size-fits-all tax preparation, with a continued focus on the minority communities it was originally built to serve.
Services
- tax compliance
- tax advisory
- individual tax preparation
- tax planning
- business tax support
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