Tax & Compliance

Financial Analysis Services in Charlotte, NC

Who We Are

Insight That Uncovers Savings and Strengthens Your Financial Foundation

Accurate financial analysis is one of the most valuable steps you can take toward smarter decision-making. At Creating Solutions Consulting, we help individuals and business owners understand where their money is going, where they may be overpaying, and how to create a stronger financial position for the future.

With more than a decade of experience in tax compliance and strategy, we use in-depth financial reviews to reveal patterns, find overlooked deductions, and ensure that your financial records are working in your favor and not against you.

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Two businessmen reviewing documents at a table.
Beyond The Numbers

What Financial Analysis Includes

Our financial analysis service goes beyond the numbers on your tax return. We take a detailed look at your income, expenses, and tax filings from the past three years to identify:

Missed deductions or credits that could lower your tax burden
Areas where you may have overpaid in prior years
Opportunities to reduce upcoming tax liabilities
Trends that impact profitability and cash flow
Ways to align your financial goals with your tax strategy
You’ll receive clear, actionable insights designed to help you make informed decisions year-round.
Who We Help

Benefits for Individuals and Business Owners

Every client’s situation is unique, which is why we offer tailored financial analysis for both individuals and businesses across the Charlotte metro area.

For Individuals

We review your personal income, deductions, and major life events to uncover savings opportunities. Whether you’ve changed jobs, purchased a home, or experienced new family expenses, we’ll help ensure nothing is overlooked.

For Businesses

We analyze financial statements and prior-year filings to identify inefficiencies and potential write-offs. Our insight helps you maintain accurate records, forecast more effectively, and improve your long-term profitability.
The Process

Our Approach

01

Review & Analysis

We start by reviewing your current tax filings, financial statements, and spending patterns to identify gaps and missed opportunities.
02

Strategic Planning

Based on your goals, we develop a customized plan that integrates both short-term savings and future growth.
03

Ongoing Guidance

As your financial situation evolves, we adjust your strategy to keep you compliant and optimized year after year.
With over 13 years of experience in tax compliance and strategy, Creating Solutions Consulting provides the knowledge and care you need to make confident financial moves.
How We Help

Common Scenarios We Help Solve

  • Paying too much in quarterly taxes or missing deadlines
  • Confusion about deductions and write-offs for small businesses
  • Uncertainty about S-Corp election or LLC compliance
  • Year-end surprises due to poor tax planning
  • Needing expert insight before major business or personal financial decisions

If any of these sound familiar, it’s time to get ahead of tax season with a proactive strategy.

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Get Started Today

Discover Your Missed Opportunities

Stop wondering if you’re paying more than you should. Let’s turn your financial data into actionable insight that supports your goals.

Call (704) 524-4871 or contact us online to schedule your financial analysis consultation today. Creating Solutions Consulting will help you uncover the savings and strategies you’ve been missing.

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