What we do
Everything your family business needs, under one roof
Delegate the financial heavy lifting to a team that turns clean numbers into bigger profits, lower taxes, and zero surprises.
Let’s meet for a free consultationAccounting & tax services
Make life easier
Bookkeeping & Accounting
Running a business — and a family — does not have to be a battle of attrition. Delegate the books to a team that turns clean numbers into clear decisions.
Learn more →Done for you
Payroll
We run payroll on the cloud-based Gusto platform to make paying your team easy, accurate, and completely off your plate.
Learn more →New Business Roadmap™
Business Formation & Startup
Our signature New Business Roadmap™ guides you through formation, structure, and attorney filings so you launch on the right foundation.
Learn more →Seed to sale
Buying or Selling a Business
Whether you are acquiring or exiting, we help you maximize value and avoid the costly mistakes that derail deals.
Learn more →Get organized
Tax Worksheets
Our tax worksheets make gathering your information painless so we can find every deduction you have earned.
Learn more →Keep more
Home Office Deduction
If you run your business from home, the home office deduction can put real money back in your pocket — when it is done right.
Learn more →Real estate
Rental Properties
Rental income comes with powerful tax advantages and a few traps. We help real estate investors keep more of what they earn.
Learn more →For the self-employed
Self-Employed Income & Expenses
No employer is withholding taxes for you. We make sure you capture every deductible expense and never get blindsided at filing time.
Learn more →Deduct smarter
Itemized Deductions
Standard or itemized? We run the numbers both ways and make sure you claim every deduction you are entitled to.
Learn more →Plan ahead
IRA Contributions
The right retirement contribution strategy lowers today’s tax bill while building tomorrow’s freedom.
Learn more →On the road
Automobile Expenses
Your vehicle can be one of the most overlooked deductions. We help you choose the method that puts the most back in your pocket.
Learn more →On the road
Automobile Information
Everything you need to track and report vehicle use correctly so your auto deduction is both maximized and bulletproof.
Learn more →Quick submit
Mileage Submission
Submit your business mileage so we can capture every deductible mile on your return.
Learn more →Pandemic relief
Employee Retention Credit (ERC)
The Employee Retention Credit was one of the most valuable — and most misunderstood — relief programs. We help you understand where you stand.
Learn more →Corporate Transparency Act
Beneficial Ownership Information (BOI)
The Corporate Transparency Act introduced new beneficial ownership reporting requirements. We help you stay compliant and penalty-free.
Learn more →Stay compliant
BOI Subscription
Our BOI subscription keeps your beneficial ownership reporting up to date so a missed update never turns into a penalty.
Learn more →For locum providers
Locum Tenens
Locum tenens work comes with unique tax and bookkeeping challenges. We specialize in helping traveling providers keep more of what they earn.
Learn more →EIDL help
Can’t Pay Your EIDL Loan?
If your EIDL payments have become unmanageable, you have options. We help business owners understand and navigate them calmly.
Learn more →EIDL help
EIDL Forgiveness
Get clear answers on EIDL terms, what is and is not forgivable, and how to handle your loan the right way.
Learn more →Archive
Coronavirus Resources
A reference archive of the pandemic-era relief programs and guidance we used to help clients navigate an unprecedented time.
Learn more →Software we set up & manage
Certified partners in the best cloud tools — configured and run for you.
Payroll platform
Gusto
Gusto is the cloud-based payroll platform we use to make paying your team effortless. We set it up and run it for you.
Learn more →Xero Gold Partner
Xero Accounting Packages
As a Xero Gold Partner, we build your books on the world’s most owner-friendly cloud accounting platform.
Learn more →Local + cloud
Xero Accountant in Charlotte
Looking for a Xero-certified accountant near Charlotte? We bring Gold-Partner expertise to family businesses across the Carolinas and beyond.
Learn more →Receipt capture
Dext
Dext turns receipts and bills into clean data automatically — no more shoeboxes or lost paperwork.
Learn more →Document capture
Hubdoc
Hubdoc automatically fetches and organizes your bills and statements so nothing slips through the cracks.
Learn more →Scheduling & time
Deputy
Deputy handles staff scheduling and time tracking, then feeds clean hours straight into payroll.
Learn more →Expenses
Expense Reporting
Streamlined expense reporting so employee and owner spending is captured, categorized, and deducted correctly.
Learn more →Planning & forecasting
LivePlan
LivePlan helps you build budgets, forecasts, and a living business plan you actually use to make decisions.
Learn more →Business banking
Relay Financial
As a Relay Platinum Partner, we set up and manage Relay — the no-fee business banking built for clear cash flow and Profit First.
Learn more →Client results
Don’t take our word for it
“Calculated Moves took the stress out of our books and showed us exactly where the money was going. We finally feel in control of the business.”
Hillary Moulliet
Art Space Studio · Charlotte, NC
“They treat our company like it is their own. Proactive tax planning saved us thousands and the advice is always straight and practical.”
Doug McCuen
Specialty Delivery & Logistics · Lake Wylie, SC
“Responsive, knowledgeable, and genuinely invested in our growth. The best accounting decision we have made.”
Ed Pinson
CWF Crating · York, SC
“Year-round guidance instead of a once-a-year scramble. Donna and the team actually help us plan ahead.”
Hans Grell
Bright Audio Video · Fort Mill, SC
“Switching to Calculated Moves was seamless. They understand family businesses and it shows in every conversation.”
Chris Childress
CWF Crating · York, SC
Ready to make your next calculated move?
Book a no-pressure strategy session and see what four-season CPA support does for a family business like yours.
Book a strategy session