Turn To Our Charlotte, NC Financial Advisors for Tax & Accounting Services

Expert Commercial Tax & Financial Advisory Firm For Businesses in The Hospitality & Medical Sectors

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Check out our Pre-Tax Benefits Program

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Unlock Hidden Savings & Strategic Growth with ATG Advisors

Maximize Your Business Potential with High-Impact Financial Solutions

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At ATG Advisors, we understand where businesses need the most support—and where they stand to gain the most.


That’s why we’re offering a custom Tax Savings & Financial Growth Assessment at no cost to qualifying businesses with $1M+ in annual revenue.


Our most in-demand services—Tax Planning, Financial Advisory, and Accounting—aren’t just popular; they consistently deliver measurable ROI to our clients. From optimizing your entity structure to uncovering powerful deductions and credits, we align your financial strategy with your business goals.


Tax Planning & Compliance – Navigate complex tax laws with proactive strategy

Financial Advisory – Gain expert insight on growth, cash flow, and business structure

Full-Service Accounting – Stay compliant, audit-ready, and financially organized


Let us show you where you're leaving money on the table—and how we can help you reclaim it.


Schedule your no-cost assessment today or call us directly at (704) 303-9998 | info@atgadvisors.com.
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Take Advantage of Our Full Suite of Services

At ATG Advisors, we offer a comprehensive range of business solutions designed to support your organization at every stage of growth. Our services are easy to navigate and tailored to meet the diverse needs of modern businesses.

What We Offer

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Tax Strategy & Planning

Proactive tax solutions tailored to individuals and businesses to minimize liability, increase cash flow, and ensure compliance with federal, state, and international tax laws.


Includes: Entity structuring, multi-year planning, retirement tax planning, cost segregation, R&D credits, opportunity zone strategies.

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Financial Compliance & Audit Support

Advisory and readiness services designed to help businesses maintain financial integrity and meet the regulatory requirements of audits, grants, or funding sources.


Includes: Internal controls, audit file preparation, financial reviews, World Bank or government grant compliance.

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Payroll Tax & Compensation Planning

Payroll tax optimization and compensation modeling to ensure businesses remain compliant while maximizing take-home pay and reducing employer tax burdens.


Includes: Section 125 cafeteria plans, officer compensation analysis, fringe benefit reviews, and FICA/FUTA optimization.

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IT Governance & Cybersecurity Advisory

Managed IT consulting focused on aligning technology with compliance, performance, and risk management goals across finance, legal, and HR systems.


Includes: Virtual CIO, data privacy reviews, cybersecurity assessments, endpoint protection (EDR/AV), firewall and secure cloud networking, co-managed IT support.

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Human Resources Compliance & Support

HR advisory services that ensure businesses follow best practices and meet employment law standards while supporting organizational growth.


Includes: Employee classification audits, HR policy design, benefits structuring, hiring practices, and outsourced HR compliance checkups.

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Legal Support Services (Back-End)

Access to bundled legal support for small businesses through strategic vendor partnerships—delivered without disclosing third-party affiliation.


Includes: Trial defense consultation, contract reviews, business formation guidance, and general counsel access via backend legal plans.

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Marketing Strategy & Execution

Full-service marketing support for businesses looking to grow through digital and strategic branding efforts—available as an ATG-managed service.


Includes: Brand strategy, website design, SEO/SEM, social media campaigns, lead funnels, and email marketing—all offered as white-labeled or direct services.

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End-to-end risk assessment and continuity planning services to identify operational, legal, and financial vulnerabilities across your business.


Includes: BCCRA (Business Compliance & Continuity Risk Assessment), tax/legal/IT/HR scoring, board-ready reports, and roadmap planning.

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Expert guidance for nonprofits and small businesses working with U.S. and international funding agencies to ensure procurement readiness and reporting accuracy.


Includes: Grant audits, SAM/UEI registration, indirect cost rate prep, and compliance with World Bank, HUD, or SBA guidelines.

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Meet Our Team of Award Winning Accountants & Financial Advisors in Charlotte, NC

ATG Advisors is a certified business solutions advisory firm delivering strategic support in accounting, operations, marketing, sales, FinTech, and network security. We assess client needs and implement targeted solutions to increase performance and profitability. We are the bridge between productivity and profitability, trusted by businesses across sectors to drive measurable success.


ATG is the Small Company Category Foreign Owned Business Award winner for 2025 For the City of Charlotte, NC. 

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Financial Management Services tailored to your company's needs

As a business advisory firm, ATG Advisors respects all the disciplines within your business. So you can rely on our financial management team in Charlotte, NC to use all applicable resources to come up with solutions to your specific needs. Using the latest cloud-based technology, our FinOps company keeps track of your finances while allowing you quick and convenient access at all times.


We're proud to offer our services as a local accountant to a wide range of clientele including campanies in...

  • Healthcare
  • Technology
  • Municipal Governments
  • Hospitality


Contact our financial management company today.

Expert Local Accounting Services in Charlotte, NC

Discover How We Help Businesses Navigate the Road to Financial Success

Welcome to ATG, where we specialize in catering to the unique needs of business and professional service firms. Our experience as a professional financial management firm ourselves, we understand the intricacies of various industries, including legal, technology, staffing, payroll, consulting, advertising and marketing, architectural, and engineering services.


Our local team of business accountants of Charlotte, NC is dedicated to offering comprehensive solutions tailored to your specific needs. Whether you require assurance and tax services or seek industry-focused advisory services, we are here to support you every step of the way. Our range of services includes, but is not limited to:

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In today's competitive business landscape, understanding your financial standing is crucial for making informed decisions and driving growth. At ATG Advisors, our expert team offers comprehensive business evaluation services tailored to meet the unique needs of businesses in Charlotte, NC. Whether you're a startup or an established enterprise, our thorough evaluation process provides valuable insights into your financial performance, helping you identify opportunities for improvement and strategic planning.

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Cash flow management is vital for the success of any business. At ATG Advisors, we specialize in developing effective cash management strategies to help businesses in Charlotte, NC, optimize their cash flow, improve liquidity, and enhance profitability. From forecasting and budgeting to risk management and investment strategies, our team provides personalized solutions to meet your specific financial objectives and drive sustainable growth.

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Maintaining accurate financial records and staying compliant with regulations are essential tasks for any business. Our team at ATG Advisors offers comprehensive financial management and accounting services to businesses in Charlotte, NC. From bookkeeping and financial reporting to payroll processing and tax preparation, we handle all aspects of your financial management, allowing you to focus on running your business with confidence and peace of mind.

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Navigating the complex landscape of tax regulations can be challenging for businesses. That's where ATG Advisors comes in. Our team specializes in strategic tax planning and compliance services for businesses in Charlotte, NC. We work closely with you to develop tax-efficient strategies, maximize deductions, and ensure compliance with local, state, and federal tax laws, helping you minimize tax liabilities and optimize your financial performance.

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Choosing the right business entity is a critical decision that can impact your business's success and financial health. Our entity selection services at ATG Advisors in Charlotte, NC, help businesses navigate the complexities of business formation and structure. From sole proprietorships to corporations and LLCs, we provide expert guidance to ensure you choose the entity that best aligns with your goals, objectives, and tax considerations.

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Navigating the ever-changing landscape of tax laws and regulations can be daunting for businesses. That's where our comprehensive tax services at ATG Advisors come in. Based in Charlotte, NC, our team of tax professionals is here to help businesses of all sizes with tax planning, preparation, compliance, and resolution. With our expertise and personalized approach, we help minimize tax liabilities, maximize deductions, and ensure compliance with local, state, and federal tax laws.

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Contact Us Today!

In conclusion, at ATG Advisors, we are committed to providing unparalleled accounting services tailored to meet the unique needs of businesses in Charlotte, NC, and beyond. Whether you require assistance with entity selection, tax services, or any other aspect of financial management, our experienced team is here to support you every step of the way. With our dedication to excellence and personalized approach, you can trust us to help your business thrive. Contact us today to learn more about how we can assist you in achieving your financial goals.

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Financial Management & Accounting Services for Your Business In & Around Charlotte, NC

Reach out to our team in Charlotte, NC for your financial management service needs

Your business is unlike any other, so your financial management services should be tailored specifically to your needs. ATG Advisors, based in Charlotte, NC, offers custom services to you to ensure you're receiving the best for your business.


Along with our personalized resources, we've distinguished ourselves from the competition by using modern technology and software in our practice. You'll get 24/7 access to your financial aid in a user-friendly format. Our in-house tax software company has developed an app to help revolutionize the industry and save you time and energy. With 100+ years of combined experience, you can rest assured your finances are in safe hands.

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Choose a local accountant that will keep your business moving forward. Call (704) 303-9998 today.

What Clients are Saying

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ATG has fast and friendly service. My family and I have been doing business with them for many years, and they have never failed us. They have always helped my family get the most out of our tax returns.

★★★★★

Naomi Israel

Beauty Salon Owner

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ATG has been my accounting firm for the last five years and I am please with the services. As an event planner it was a plus when they offered virtual services which I can started before covid-19...

★★★★★

Natalie D. Joseph

Special Event Coordinator

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Working with ATG Advisors has been one of the best decisions we've made as a growing construction firm.

Their expertise in tax planning and accounting has not only kept us compliant but also uncovered valuable savings we never knew were available.

What truly sets ATG apart is their extended network of partners. Through their referrals, we've been introduced to trusted professionals who have helped streamline our operations, from legal support to technology solutions. It's more than just financial services; it’s a full-circle advisory relationship that has contributed directly to our stability and growth.

ATG Advisors has become a strategic partner in our success, and we look forward to continuing this relationship for years to come. 

★★★★★

Clifford McClain

President - Construction Concepts and Designs, Inc

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I have done business in the past with other tax prepare services without thoroughly understanding all that I need to know about taxes. Lester took time out of his busy schedule to talk to me so that I am knowledgeable about what's necessary/important as a business owner concerning taxes. I am truly happy that ATG are and always will be my accountant/advisors you should try them also I'm sure you would be happy too 🤗 

★★★★★

Valerie Rudolph

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Put your company in expert hands

Is your business starting to gross upwards of five million dollars a year? With such high numbers, you shouldn't settle for a second-tier accounting firm. You need a professional business advisory firm by your side. ATG Advisors has over 100 years of combined experience, so you can rely on us to help you make smart choices for your business.


Whether you own a hospital or IT company, our team of professionals is here to help you achieve success. We can help you with:

  • Tax planning services - get all your tax questions answered ASAP
  • Tax preparation services - file your taxes correctly and on time
  • Sales tax filing services - report your sales or use tax liabilities

Worried your large-scale company is too big for our business advisory firm? We use state-of-the-art software to keep track of your finances, ensuring nothing slips through the cracks.

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Reach out to us for sales tax filing and tax preparation services today.

Latest Articles

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Crisis-Proofing Your Business Lessons from Recent Cyber Attacks

August 13, 2025
In today’s business landscape, a cyber-attack isn’t a matter of “if”—it’s a matter of “when.”  From small nonprofits to multi-million-dollar companies, no organization is immune to digital threats. In fact, over 43% of cyberattacks now target small and mid-sized businesses , with recovery costs averaging $280,000 per incident . Many never reopen their doors. Whether it’s ransomware, data theft, or internal negligence, the financial and reputational fallout from a cyber breach can be devastating. But it doesn't have to be. In this article, we’ll break down the most common types of attacks hitting businesses in 2025, what went wrong in recent real-world cases, and how you can crisis-proof your operations using actionable, cost-effective cybersecurity and IT compliance strategies.
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R&D Tax Credits: Are You Leaving Free Money on the Table?

August 12, 2025
Every year, billions of dollars in Research & Development (R&D) tax credits go unclaimed—not because businesses don’t qualify, but because they don’t realize they do. Many small and mid-sized business owners assume R&D credits are reserved for Silicon Valley tech giants, pharmaceutical firms, or companies with formal research labs. In reality, the R&D Tax Credit is one of the most accessible, powerful, and underutilized tools in the U.S. tax code—and it’s available to businesses in manufacturing, software development, architecture, food science, engineering, construction, and more. If your company builds, improves, tests, or designs any product, process, or software—whether on-site or remotely—you may already qualify. And the savings can be substantial: $10,000 to over $250,000 per year, depending on wages, materials, and innovation costs. As of 2025, even pre-revenue startups can claim the credit against payroll taxes—giving early-stage businesses a valuable source of non-dilutive cash flow when they need it most. In this blog, we’ll unpack exactly what the R&D Tax Credit is, what counts as qualified research, how much you can save, and how ATG Advisors helps companies of all sizes take advantage of this strategic opportunity

HIPAA Compliance in 2025: What Every Healthcare Provider Must Know

August 8, 2025
The Health Insurance Portability and Accountability Act (HIPAA) has always been a cornerstone of patient privacy and healthcare data protection. But in 2025, compliance is no longer just about having the right paperwork—it’s about managing cybersecurity, operational risk, and regulatory scrutiny in real time. As ransomware attacks on hospitals rise and telehealth becomes more prevalent, healthcare providers—from private practices to large medical systems—must evolve their compliance strategies or risk severe penalties. With potential fines ranging from $137 to $50,000 per violation, and breaches now averaging $10.93 million in total damages, HIPAA is no longer a checklist—it's a critical business strategy. Whether you're a physician group, clinic, health tech startup, or behavioral health provider, this guide breaks down what you need to know about HIPAA compliance in 2025 and how to protect your patients, your practice, and your bottom line.