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!

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.

The clients who feel most in control at tax time are the ones who stayed in conversation with us throughout the year.Pro...
05/25/2026

The clients who feel most in control at tax time are the ones who stayed in conversation with us throughout the year.

Proactive planning means no scrambling, no surprises, and no missed opportunities.

Visit toddgreenecpa.com to get started with a free consultation.

We are a Charlotte-based firm, but we work with clients across the country.Whether you are a local business owner or an ...
05/22/2026

We are a Charlotte-based firm, but we work with clients across the country.

Whether you are a local business owner or an individual managing taxes from out of state, our team brings the same level of care and expertise to every client relationship.

Learn more at toddgreenecpa.com.

For small businesses that report income on an accrual basis, bad debt expense can be written off on your tax return, red...
05/20/2026

For small businesses that report income on an accrual basis, bad debt expense can be written off on your tax return, reducing your taxable income. That means the IRS recognizes that you can't pay taxes on money you never actually received.

Keeping accurate records of unpaid invoices and write-offs is key.

Visit toddgreenecpa.com to learn more.

A lot of business owners are surprised to learn how closely their cash flow decisions affect their tax liability.Timing ...
05/18/2026

A lot of business owners are surprised to learn how closely their cash flow decisions affect their tax liability.

Timing income, managing expenses, and planning around big purchases all play a role. Getting ahead of these decisions throughout the year is where real planning happens.

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

Ignoring an IRS issue does not make it go away. It makes it more expensive.Whether you are dealing with back taxes, unfi...
05/15/2026

Ignoring an IRS issue does not make it go away. It makes it more expensive.

Whether you are dealing with back taxes, unfiled returns, or collection notices, the sooner you address it, the more options you have.

Visit toddgreenecpa.com to schedule a free, confidential consultation.

There is a difference between a CPA who files your return and one who actually knows your business.We have been serving ...
05/13/2026

There is a difference between a CPA who files your return and one who actually knows your business.

We have been serving Charlotte-area clients for over 12 years because we take the time to understand what our clients are building and help them protect it.

Ready to work with a team that stays in your corner all year?

Visit toddgreenecpa.com to schedule your free consultation.

When your business buys equipment, vehicles, or other assets, you may not have to deduct the full cost in one year.Depre...
05/11/2026

When your business buys equipment, vehicles, or other assets, you may not have to deduct the full cost in one year.

Depreciation spreads that deduction over time, but, in some cases, accelerated depreciation or Section 179 expensing can allow a much larger deduction upfront.

The right strategy depends on your situation.

Visit toddgreenecpa.com to learn more.

Growing a business is exciting. It also comes with financial decisions that compound over time.The business owners who s...
05/08/2026

Growing a business is exciting. It also comes with financial decisions that compound over time.

The business owners who stay ahead are the ones who treat tax planning as an ongoing conversation, not a once-a-year event.

We work with clients throughout the year to make sure nothing slips through the cracks.

Visit toddgreenecpa.com to learn more.

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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