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
Ready to offload the burden of tax preparation and bookkeeping?
Freedom First is the go-to partner for small businesses, consultants, families, and individuals who want to position themselves for peace of mind, optimal tax savings, and the freedom to pursue what really matters in life.
Who we are
Strategic business advisors and accounting partners for clients looking to expertly navigate their tax position
Services
Professional Tax
Too many clients complain that they can never get a hold of their accountant. Whether you’re freeing-up your personal time or focusing on growing your business, be rest assured that your taxes are in responsive, reliable hands.
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Offload the burden of your federal and state tax returns. We’ll do everything for you.
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Plan for your future and tap into opportunities for optimal tax savings.
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Starting a business? Opening your own consultancy? 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