LB&J Certified Public Accountants

Who LB&J serves

• Small and mid-sized businesses, startups and entrepreneurs
• Individuals and households, including multi-state and international taxpayers
• Business owners planning for succession and retirement

Firm approach

LB&J focuses on:

• High-quality, professional service with personal attention
• Proactive tax and financial guidance aimed at long-term growth
• Timely communication and responsive support
• Practical advice based on up-to-date knowledge of federal, state and North Carolina tax law

The team includes experienced Certified Public Accountants and financial professionals who help clients make informed financial decisions at every stage, from launch through growth and into retirement.

Core business services

• Business tax preparation and compliance
• Ongoing tax planning and strategy
• Accounting and bookkeeping
• Payroll services
• Financial planning for business owners
• Business structuring and corporate finance support
• Sales and use tax compliance
• Cloud accounting systems for startups and growing companies
• Forensic accounting and business audit services, where needed

LB&J works with new startups and established enterprises, helping owners understand their numbers, stay compliant, and identify opportunities to improve cash flow, profitability and long-term value.

Personal financial planning

LB&J offers personal financial planning services in Charlotte, NC to help individuals and households organize their finances and work toward long-term goals.

Financial planners at the firm:

• Help clients see the big picture of their spending and saving
• Coordinate tax planning with overall financial strategy
• Provide guidance for short- and long-term goals such as retirement

How planning and tax work together

Because LB&J is a full-service CPA firm, tax, accounting and financial planning professionals work together to:

• Develop personalized strategies aimed at improving after-tax results
• Adjust plans as tax laws and personal circumstances change
• Support business owners with retirement and succession planning that considers both business and personal finances

These services are tailored to each client's situation so they can make informed decisions and move toward greater financial clarity and confidence.

Personal tax preparation

LB&J prepares individual income tax returns using current IRS and state rules and professional tax software to help ensure returns are accurate and filed on time. Common situations include:

• Form 1040 individual returns
• Itemized deductions
• Sole proprietorship income (Schedule C)
• Capital gains and investment income
• Rental properties
• Multi-state filings

Personal tax strategy

LB&J works with individuals to:

• Review prior-year tax returns
• Analyze current tax information
• Identify planning opportunities
• Recommend strategies to help minimize tax liability over the short and long term

International tax for individuals

The firm advises individuals with cross-border tax needs, helping them navigate:

• International tax planning
• International tax compliance
• Foreign tax credit planning
• International tax structuring
• Ongoing international tax advisory matters

Audit assistance and tax notices

LB&J provides support if tax issues arise, including:

• Filing back tax returns
• Setting up payment arrangements and installment agreements
• Assisting with levies and liens
• Contesting applicable penalties
• Providing representation before federal, state and local tax authorities

These services are designed to give individuals confidence that their personal tax affairs are organized, compliant and proactively managed.

The firm serves clients in Charlotte, Matthews and the surrounding Carolinas region.

Main phone

(704) 919-1754

Office hours

• Monday – Friday: 8:00 AM to 5:00 PM
• Saturday: Closed
• Sunday: Closed

Consultations and meeting options

Prospective and existing clients can request a complimentary consultation with a tax or financial planning professional.

Meetings are available:

• In person at the Charlotte office
• By virtual consultation

Clients can start by using the contact form on the website or by calling the office during business hours.

Ask anyway — the agent will say plainly that it is not published rather than guess.