Turning Point Financial, Inc.

Turning Point Financial, Inc. Turning Point Financial is a premier provider of financial life management. We assist clients with

03/17/2025

If you skipped filing your 2021 taxes, you may be missing out on a significant tax refund. The statute of limitations for claiming refunds expires on April 15, 2025, for 2021 returns.

Start your week on the right foot with Monday Motivation from Turning Point Financial Inc
03/17/2025

Start your week on the right foot with Monday Motivation from Turning Point Financial Inc

Small Business Tip for AirBnBs: Add Local Experiences!
03/15/2025

Small Business Tip for AirBnBs: Add Local Experiences!

Turning Point Financial Inc - Some Friday tax knowledge for our friends and colleagues.
03/14/2025

Turning Point Financial Inc - Some Friday tax knowledge for our friends and colleagues.

03/13/2025

Can't pay your taxes by the April deadline? Explore IRS payment plans, credit card payments, retirement withdrawals, and more--plus their risks and costs.

03/12/2025

When planning for retirement, one of the most critical decisions involves choosing the right type of retirement account. Among the various options available, Roth accounts and traditional IRA accounts stand out as popular choices. Each has its unique advantages and disadvantages, and understanding these can help you make an informed decision that aligns with your financial goals.

Get inspired. Some Wednesday Wisdom from Charlotte based Turning Point Financial Inc
03/12/2025

Get inspired. Some Wednesday Wisdom from Charlotte based Turning Point Financial Inc

03/10/2025

Scammers persistently exploit the tax season to deceive taxpayers into various traps, which can result in identity theft or mislead individuals into claiming undeserved tax credits.

03/10/2025

IRA contributions for the previous year can still be made after the year has ended. If you are still looking to make IRA contributions for 2024, remember to do it before April 15, 2025.

Make your Monday great with this motivation from Turning Point Financial Inc
03/10/2025

Make your Monday great with this motivation from Turning Point Financial Inc

Small Business Tip for Florists: Offer Subscription Boxes!
03/08/2025

Small Business Tip for Florists: Offer Subscription Boxes!

03/07/2025

A 1,900-year-old Roman tax fraud trial reveals that tax evasion isn't new. Discover how ancient fraud tactics mirror modern tax scandals--and what accountants can learn.

Address

15720 Brixham Hill Avenue Ste 300
Charlotte, NC
28277

Opening Hours

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

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