Tax Services:

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

New Business Advisory Service:

Are you looking to establish a new business? We can help with entity selection, the registration process and more. Building a solid foundation for your new business to grow upon is essential to it's success. Whether you've already incorporated your business or are trying to determine the best entity to choose, we are able to provide reliable financial guidance needed to succeed in today's economy. Our new business advisory service is designed to help businesses minimize tax liability, establish financial systems and develop a business plan to avoid costly mistakes.

Aluma Wealth Management
2315 West Arbors Drive Ste. 208B
Charlotte, NC 28269
(704) 930-0943
(704) 807-5591
Info@AlumaWealthManagement.com