SFC CPA

SFC CPA We're an accounting firm specializing in individual and small business tax preparation, bookkeeping, tax consulting, and more.

We serve as a valuable resource for your business, solving problems and developing solutions that drive profitability. 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗦𝗙𝗖 CPA- 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗳𝗼𝗿 Tax and Accounting Services

Our CPA firm specializes in serving small businesses and individuals, delivering exceptional services across a wide range of areas including tailored strategies for taxes, charitable giving, investments, an

d retirement planning. Our mission has always been to provide top-tier CPA services with an unwavering commitment to customer service, creativity, accuracy, and tax efficiency. We strive to earn and maintain our clients' trust through a foundation of integrity, guided by our values, and upheld by transparent and honest communication. Our clients are more than just clients—they're part of our extended family, and we genuinely value and care for each of them.

𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁! We're eager to collaborate with you and guide you through the complexities with confidence.

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026...
09/04/2026

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026, to file it. But if you have the tax-filing information you need, you may want to file now. There’s no advantage to waiting until the deadline. If you owe tax, the IRS offers short- and long-term payment plans, as well as installment agreements, to taxpayers who qualify. It’s important to act quickly if you owe because any amount that was due April 15 accrues interest until the balance is paid. Call us at 704-323-7895 if you need help filing your extended return or have questions regarding your current tax situation.

Roth IRA and Roth 401(k) accounts help you save for retirement with after-tax dollars. Both accounts grow tax-free, and ...
09/02/2026

Roth IRA and Roth 401(k) accounts help you save for retirement with after-tax dollars. Both accounts grow tax-free, and distributions are also tax-free if you meet certain conditions. However, higher earners may be ineligible to contribute to a Roth IRA. Income limits don’t apply to Roth 401(k)s, which also allow higher annual contributions. If you’re unsure where to put your retirement savings, contact us at 704-323-7895 for more information on the tax considerations.

Many tax law changes went into effect this year. So it’s important to evaluate where your business stands — and where it...
08/31/2026

Many tax law changes went into effect this year. So it’s important to evaluate where your business stands — and where it’s headed — before year end. Tax planning opportunities may still be available, but they’ll become more limited as the calendar winds down. Whether you’re considering equipment purchases, compensation strategies, retirement plan contributions or other tax-saving moves, now is the time to look ahead and review your options. Call us at 704-323-7895 to bring your 2026 tax strategy into focus.

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of...
08/28/2026

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of the awards are tax-free. To qualify for tax-free status, scholarships must meet three criteria: 1) The student must be a degree candidate at an eligible educational institution, 2) the award must be used to pay for tuition and fees, books, and certain supplies (not room and board or travel), and 3) the award can’t represent wages for teaching or research. Many graduate student awards have employment compensation components, so they may be taxable. Also, taxable scholarship money could potentially be subject to the “kiddie” tax. Contact us at 704-323-7895 for more information.

How’s your business’s health now that we’re more than halfway through the year? If you’re not sure, it’s time for a chec...
08/26/2026

How’s your business’s health now that we’re more than halfway through the year? If you’re not sure, it’s time for a checkup. We can help identify strengths, diagnose risks and prescribe the right moves to keep your business thriving. Contact us at 704-323-7895 to schedule your business wellness check today!

Whether you’re a first-time homebuyer or a long-time homeowner, mortgage interest may save you taxes. If you itemize ded...
08/24/2026

Whether you’re a first-time homebuyer or a long-time homeowner, mortgage interest may save you taxes. If you itemize deductions rather than claim the standard deduction, interest you pay on mortgage debt to buy, build or substantially improve a primary or second home generally is deductible. Points paid related to your primary residence may also be deductible. Beginning in 2026, mortgage insurance premiums potentially can be deducted as mortgage interest. The $750,000 debt limit for most mortgage debt incurred after Dec. 15, 2017, is now permanent. Contact us at 704-323-7895 to discuss your tax situation.

The IRS has increased the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs due to rising...
08/21/2026

The IRS has increased the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs due to rising fuel costs. Effective July 1, 2026, the standard mileage rate for the business use of a car, van, pickup truck or panel truck is 76 cents per mile, up from 72.5 cents per mile for the first half of the year. The revised rate for medical and eligible moving purposes is 23.5 cents per mile, up from 20.5 cents per mile. For charitable driving, the 14 cents per mile rate remains unchanged. These rates apply to gasoline- and diesel-powered vehicles as well as electric and hybrid ones. To protect your deduction, keep detailed mileage records. Call us at 704-323-7895 with questions.

If your estate might exceed the federal estate tax exemption ($15 million for 2026), you’re probably concerned about fut...
08/19/2026

If your estate might exceed the federal estate tax exemption ($15 million for 2026), you’re probably concerned about future estate tax liability. A spousal lifetime access trust (SLAT) may help. A SLAT can allow you to remove wealth from your estate tax-free while providing a safety net if your needs change in the future. Essentially, a SLAT is an irrevocable trust you establish for the benefit of your spouse plus your children or other relatives. Your spouse is granted limited access to the trust’s funds during his or her lifetime, giving you indirect access. Call us at 704-323-7895 to discuss whether a SLAT makes sense for you.

If you’re age 50 or older, a great way to enhance your retirement nest egg is to make “catch-up” contributions to your 4...
08/17/2026

If you’re age 50 or older, a great way to enhance your retirement nest egg is to make “catch-up” contributions to your 401(k), 403(b), 457 plan, SIMPLE or IRA. And workers age 60 to 63 can potentially boost their 401(k) or other employer-sponsored retirement plan up to 150% of the regular catch-up limit. For 2026, this means an extra contribution of $11,250 ($5,250 for SIMPLEs). Want to make the most of tax-advantaged savings opportunities? Contact us at 704-323-7895.

It’s easy to focus on the excitement of a big win. But before you spend lottery, gambling or other winnings, be sure you...
08/14/2026

It’s easy to focus on the excitement of a big win. But before you spend lottery, gambling or other winnings, be sure you understand the tax impact. Federal tax law generally treats such winnings as taxable income. Knowing the basic rules can help you avoid surprises when you file your 2026 return next year. For example, if you win more than $5,000, generally the payer (lottery agency, casino, etc.) will withhold 24% for federal tax purposes — which may or may not be enough to cover your tax liability — and send you and the IRS a Form W-2G showing the winnings paid and tax withheld. There also might be state tax consequences. Call us at 704-323-7895 to learn more.

Address

301 McCullough Drive
Charlotte, NC
28262

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17043237895

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