Todd Greene, CPA

Todd Greene, CPA Charlotte-based CPA teaching you to build wealth with confidence. Tax services | Bookkeeping | & more Todd Greene, C.P.A.

is a full-service accountant firm based in Charlotte, NC. We provide tax, accounting and consulting services for high worth individuals and small businesses throughout the United States. We know business owners take pride in their business, and we do too! Our knowledgeable staff is dedicated to maximizing cash flow and minimizing taxes. We work to reduce your expenses and increase your productivit

y. Improve the efficiency of profitability of your small business through tax planning, advanced computer technology and planned business solutions with our help. We take time to listen carefully to your concerns then build a business plan to meet all those needs. It is our goal to form long-standing professional relationships with all our clients. Send us a message today to schedule your free consultation!

Summer can feel like a slower season. But for small business owners, it is actually one of the best times to have a fina...
06/19/2026

Summer can feel like a slower season. But for small business owners, it is actually one of the best times to have a financial conversation.

Less urgency means more room to think clearly, plan, and make moves before Q4 pressure hits.

Visit toddgreenecpa.com to schedule a free consultation.

When you sell a business asset (equipment, property, or even ownership interest), the IRS does not just look at what you...
06/17/2026

When you sell a business asset (equipment, property, or even ownership interest), the IRS does not just look at what you sold it for. They may also look at what you paid for the asset, or what it was worth when you received it.

That starting point is called your basis, and it determines how much of the sale is taxable.

Thinking of selling a business asset, visit toddgreenecpa.com to book a free consultation.

One of the most overlooked tax strategies for small business owners is retirement planning.SEP-IRAs, Solo 401(k)s, and S...
06/15/2026

One of the most overlooked tax strategies for small business owners is retirement planning.

SEP-IRAs, Solo 401(k)s, and SIMPLE IRAs can reduce your taxable income significantly and help build long-term wealth at the same time. The right plan depends on your structure and income.

Visit toddgreenecpa.com to explore your options.

Charlotte is one of the fastest-growing business cities in the country.The opportunities here are real, and so are the f...
06/10/2026

Charlotte is one of the fastest-growing business cities in the country.

The opportunities here are real, and so are the financial decisions that come with growth.

We help Charlotte-area business owners make sense of the tax side so they can focus on building their business.

Visit toddgreenecpa.com to learn more.

Payroll taxes are one of the most common sources of IRS issues for business owners, especially those who handle payroll ...
06/08/2026

Payroll taxes are one of the most common sources of IRS issues for business owners, especially those who handle payroll themselves.

Missing a deposit, misclassifying employees, or falling behind on withholding can lead to significant penalties. Staying current is one of the simplest ways to protect your business.

Visit toddgreenecpa.com for a free consultation.

Once-a-year tax thinking may be costing your small business money.Estimated tax payments, retirement contributions, and ...
06/05/2026

Once-a-year tax thinking may be costing your small business money.

Estimated tax payments, retirement contributions, and entity structure, these are decisions that compound. Taxes are an all-year conversation. By planning for taxes year-round, you can maximize your business's savings.

Visit toddgreenecpa.com to learn how we work with clients year-round.

Every financial decision you make as a business owner can positively or negatively impact your taxes.You do not have to ...
06/03/2026

Every financial decision you make as a business owner can positively or negatively impact your taxes.

You do not have to navigate that alone. We stay in your corner year-round, so when big decisions come up, you have the context to make the right call.

Visit toddgreenecpa.com to learn more.

Five months in. Seven months to go.If you have not had a mid-year tax review, now is the right time. There is still enou...
06/01/2026

Five months in. Seven months to go.

If you have not had a mid-year tax review, now is the right time. There is still enough runway to make real adjustments before December.

Visit toddgreenecpa.com to schedule your mid-year check-in.

For many small business owners, electing S-Corp status at the right time can reduce self-employment taxes significantly....
05/29/2026

For many small business owners, electing S-Corp status at the right time can reduce self-employment taxes significantly.

It is not the right move for everyone, but for some, it is one of the most impactful tax decisions they can make.

Visit toddgreenecpa.com to learn more about whether it applies to your situation.

Monthly financial habits separate the businesses that stay in control from the ones that scramble at year end.Three thin...
05/27/2026

Monthly financial habits separate the businesses that stay in control from the ones that scramble at year end.

Three things every business owner should review monthly: revenue vs. expenses, outstanding receivables, and estimated tax position.

Need help building a system that works? Visit toddgreenecpa.com.

Address

16928 Lancaster Highway Suite 107
Charlotte, NC
28277

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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