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Tax & Compliance

Tax Planning Services in Charlotte, NC

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(704) 524-4871

Who We Are

Proactive Strategies to Keep More of What You Earn

At Creating Solutions Consulting, we believe smart tax planning is the foundation of financial success. Whether you’re an individual looking to reduce your annual tax burden or a business owner seeking better year-round strategies, our customized approach helps you plan ahead, stay compliant, and uncover real savings opportunities.

Our goal is simple: to help you keep more of your hard-earned money while building long-term financial stability.

It Matters

Why Tax Planning Matters

Tax planning isn’t just for the wealthy or large corporations, it’s for anyone who wants to make confident, informed financial decisions. By developing a personalized tax strategy, you can:

Lower your taxable income through legitimate deductions and credits

Prepare for quarterly estimated taxes to avoid penalties

Identify the best entity structure for your business (LLC, S-Corp, or sole proprietorship)

Plan for retirement contributions, education expenses, and charitable giving

Ensure compliance with state and federal regulations throughout the year

Instead of reacting during filing season, tax planning helps you take control before the deadlines arrive.

Who We Help

Individual & Business Tax Planning

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

For Individuals

We help you maximize credits, minimize surprises, and prepare for upcoming life changes such as home purchases, marriage, or starting a family. You’ll know exactly what to expect come tax season.

For Businesses

From entity selection to quarterly tax projections, we guide business owners through every decision that impacts profitability. Our insight helps you align daily operations with long-term tax efficiency.

The Process

Our Approach

Review & Analysis

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

Strategic Planning

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

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.

Get Started Today

Start Planning Today

The best time to plan for taxes isn’t at filing, it’s now. At Creating Solutions Consulting, we make the process simple, transparent, and tailored to your goals.

Schedule your tax planning consultation today by calling (704) 524-4871 or completing our online contact form. Together, we’ll create a clear path to smarter financial decisions and lasting peace of mind.

Schedule A Consultation

(704) 524-4871

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