Tax Accounting Services in Charlotte

Accounting Services

Tax and Accounting Services in Charlotte

At RPT, our core service model is client-focused, and has been developed to address our clients’ demands and expectations for service. We deliver our services with a “Client first” approach through professionalism, responsiveness and quality. Whether a small to mid-size business owner or individual tax filer, RPT partners with you to develop a comprehensive, actionable plan that is based on your goals and provides you with meaningful and measurable value.

Business Consulting in Charlotte NC

Business Consulting

One of the most difficult decisions a business owner faces through periods of growth and even periods of stability is when and how to separate themselves from the cost centers within the business. Cost centers are organizational sub-units that do not directly contribute to revenue generation, and accounting, finance & compliance are typically the largest of these cost centers in terms of resource allocation (time & money) for business owners.

RPT partners with you, the owner, to ensure the right people are in the right seat, allowing the owners to get back to running and growing the business. Through our fractional CFO / Controller service, we work diligently to provide you with the following as an example:

  • More time to focus on new services, new customers and other core business issues.
  • Better understanding of the financial side of your business so you have less surprises and more control over cash.
  • A readily available sounding board to help you with business decisions based on reliable information and to help you clarify your business plans.
  • Implementation of tax strategies, trend analysis, cash management and internal controls.

If you would like more information, feel free to reach us at or by phone at 704-552-3700.

Tax Advisory Services Charlotte

Tax Advisory

Preparing your own income tax return or working with a tax advisor who may be over-committed, thus underserving your tax filing routine, can leave you with more questions than answers. Whether we like it or not, the tax code often changes and assembling a relatively simple return can become confusing, making it just too easy to overlook deductions and credits to which you are entitled. Often, there’s just no substitute for the assistance of an experienced tax professional who can help you optimize your business to successfully and legally reduce your tax liability.

At RPT, we work with you to create a comprehensive, integrated tax and advisory plan. The process starts with getting to know the client extensively which assists us in the creation of your plan. Then each year, we integrate the tax return completion into our process as an advisor to monitor the results of our tax and financial planning solutions.

A few tax saving strategies to consider. . .

  • Splitting income among family members or legal entities in order to get more of the income taxed at lower brackets.
  • Shifting income or expense from one year to another in order to have it fall where it will be taxed at a lower rate.
  • Defer tax liabilities through certain investment choices such as SEP IRAs, 401(k) contributions and other similar plans.
  • Maximizing SALT deductions and finding other tax deductions by structuring your cash to pay for items you enjoy, such as a vacation home.

If you would like more information, feel free to reach us at or by phone at 704-552-3700.

Accounting Services in Charlotte NC

Accounting Services

Accounting is an information system. Financial data from source documents migrate through software such as QuickBooks or other third-party applications to produce information (reports) such as custom schedules and financial statements. The consistency and accuracy of these reports are directly supported by sub-routines such as data aggregation, data processing and coding routines, and software integration to mention a few examples. As a business grows or attempts to alter these sub-routines, the process tends to become inefficient or disconnected over time. As a result, the potential for generating inaccurate reporting increases. The impact to your business is data that leads to incorrect decisions and increases in cost due to inefficiencies of running the accounting and finance functions.

RPT works closely with owners and employees within the accounting and finance function to evaluate and correct any potential process constraints, overlap and inefficiency.

The ability to produce relevant, accurate and consistent reports are key to facilitate bank and vendor reporting requirements as well as navigating many business initiatives such as:

  • Tax filing and other compliance reporting
  • Determine what areas of your business are over-budget or under-budget.
  • Track dramatic increases in product returns or service credits or cost of goods sold as a percentage of sales.
  • Identify and analyze trends, particularly around receivables and payables.

If you would like more information, feel free to reach us at or by phone at 704-552-3700.

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