Partners in business, partners in life
Navigate the tax frontier with ease.
It’s time to see your tax terrain as a treasure trove of opportunity. We’ll help you map your route to success.
Time is freedom
Guiding Small Businesses with Unmatched Tax and Accounting Expertise
As a small business owner or solopreneur, you have enough on your plate. Freedom First is your trusted accounting advisor—bringing clarity to compliance, strategy to your tax planning, and the peace of mind to move forward boldly.
Who we are
Strategic business advisors and accounting partners for clients looking to expertly navigate their tax position
Services
Professional Tax
What if you could subscribe to your accountant the way you do your favorite tools? At Freedom First, we believe in year-round connection—so you’re not just filing taxes, you’re planning strategically. Think of us as your on-call tax advisor, here to guide you through decisions big and small, all year long.
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Offload the burden of tax return preparation. We’ll do everything for you.
Business Tax Returns (i.e., Partnerships, S-Corps, and C-Corps)
Inidivudal Income Tax Returns, including but not limited to:
Sole Proprietors and Self-Employment Income (Schedule C)
Supplemental Income from Real Estate Holdings and K-1 Investments
Gift Tax Returns
Estates and Trusts
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Plan for your future and tap into opportunities for optimal tax savings.
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Starting a business? Exploring self-employment? We'll steer you in the right direction.
Business Accounting
Running the finances of your small business can be time consuming and monotonous. It’s time you had peace of mind knowing a responsive accounting partner is managing your business finances throughout the year.
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Preparing and maintaining your financial books and records.
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Preparing monthly financial statements to track your business’s profitability and financial position.
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Pay your employees accurately and calculate proper withholding.
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Budgeting, forecasting, and transaction analysis.
Advisory
Need an expert accountant to advise on special matters?
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Expert witness experience related to matters involving economic damages, financial reporting, accounting, sources & uses analyses, disputes, and investigations.
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Cash flow and balance sheet analysis for strategic business transactions.
About us
Who we are
Based in
Charlotte, NC
Years of experience
15
National Parks visited
5 and counting
We embrace North Carolina’s motto, “First in Freedom,” in everything we do.
We seek to offer you freedom from the monotonous and time consuming obligations of tax preparation and bookkeeping.
As your trusted business advisor, we also want to be a part of your financial freedom journey, creating space for you to do the things that are most important to you.
Let’s get started