Charlotte · bookkeeping, tax, and advisory
We get it. And we can help.
A boutique accounting firm in the Charlotte area. Bookkeeping, tax planning, payroll, and advisory for medical practices, medical spas, service businesses, churches, nonprofits, and individuals — here, and nationwide.
- Office
- 1213 W Morehead St. Ste 530, Charlotte, NC 28208
- Hours
- Mon–Fri 9:00 AM–7:00 PM; Sat 9:00 AM–11:00 AM. Eastern time. In office by appointment only.
- Reach
- Charlotte, and clients across the United States.
Who we serve
Practices, spas, service firms, churches, and nonprofits.
Specialized enough to know the week you are having. Broad enough to cover the return, the payroll, and the board report.
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Service businesses
Project timelines, client deliverables, and uneven cash flow. The books should not add another fire.
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Medical practices
Day-to-day support for Charlotte-area medical practices that need clean numbers and fewer surprises.
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Medical spas
Cash-flow control and visibility for medical spas, aesthetic practices, and wellness clinics that are ready to grow.
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Churches and nonprofits
Cloud bookkeeping, budgeting, Form 990 preparation, and grant support — including volunteer treasurers who need a patient partner.
Services
The books, the plan, and the return — in one place.
Monthly work for owners who are done managing growth from a bank balance.
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Accounting done for you
Stop spending the week inside the books. Monthly accounting that gives you time back for the work only you can do.
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Bookkeeping for growth
We read the systems, the software, and the financial statements together — so the story is clearer than the bank balance.
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Tax planning
Strategies through the year to help you minimize IRS liability, not a surprise conversation in March.
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Tax return preparation
Business returns for partnerships (Form 1065), S corporations (Form 1120-S), and C corporations (Form 1120), plus individual returns.
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Payroll, cash flow, and controls
Payroll, cash-flow visibility, internal controls, QuickBooks support, and CFO-level guidance on a retainer when you want it.
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Next step
Book a conversation
Call or start the intake. We will offer two appointment options.
Also on the menu: individual returns, notary, help starting a business, and strategic coaching.
From the principal
The reports can look fine. The true financial story is what we read.
Dear friend,
It is one thing to manage a business. It is another to grow it.
The books can look handled. Payroll can look mostly under control. The returns can look filed. And the business still is not prospering. That is a common story when we first sit down with an owner.
Our work is reading between the lines of the systems, the software, and the statements — even when every report seems okay for now. You do not have to hand the government more than the rules require. You do not have to live anxious about the state of the books.
Talk again soon,
Tori
Clients
Prepared, reachable, and specific.
Notes from people who work with Tori — practices, a church, a nonprofit, and operators.
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“Tori is amazing, easily reachable, very helpful, thorough with all the data, and willing to work around your schedule.”
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“Tori is fantastic. I appreciate her diligence and ability to follow through to ensure everything is correct.”
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“She took great care explaining how the system would work. I am a church volunteer with another full-time job, and I feel ready to take this on. She is outstanding.”
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“Tori is very knowledgeable and is always willing to help resolve issues of concern. I recommend her to anyone who has tax needs.”
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“Tori is always prepared and on time for our weekly meetings. Her reports help us track transactions that need clarification, and her suggestions keep the QuickBooks file cleaner.”
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“T. Anderson Financial came highly recommended. Very easy to work with, and great communication.”
How we work
Four moves. No mystery calendar.
From the first call to a return that matches the plan you already made.
- 01
Tell us what is stuck
Call, email, or start the intake. You will get appointment options, not a lecture.
- 02
We read the financial story
Systems, software, and statements — including the reports that only seem fine.
- 03
Monthly books you can use
Bookkeeping and reporting so decisions are not based on what happens to be in the bank.
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Plan, then file
Tax planning through the year, then business and individual returns prepared with that plan in mind.
Questions
Straight answers before you book.
Office, returns, and how a first conversation actually starts.
Who do you work with?
Medical practices, medical spas, other healthcare and service businesses, churches, nonprofits, and individuals. The office is in Charlotte. Clients are served nationwide.
Where is the office, and when are you available?
1213 W Morehead St. Ste 530, Charlotte, NC 28208. Mon–Fri 9:00 AM–7:00 PM; Sat 9:00 AM–11:00 AM. Eastern time. In office by appointment only.
Which tax returns do you prepare?
Partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), individual income tax returns, and IRS Form 990 for nonprofits.
Do you handle bookkeeping, payroll, and QuickBooks?
Yes. Monthly bookkeeping, payroll, financial reporting, cash-flow management, internal controls, and QuickBooks services. Notary and help starting a business are available too.
How do we get started?
Call (866) 779-7117, email info@tandersonfinancial.com, or start the intake form. We will offer appointment options.
Start
Tell us about the business. We’ll follow up.
The same intake the firm uses now. Prefer the phone? Call (866) 779-7117 or email info@tandersonfinancial.com.