Todd Greene, CPA

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Todd Greene, CPA Charlotte-based CPA teaching you to build wealth with confidence. Tax services | Bookkeeping | & more Todd Greene, C.P.A.

is a full-service accountant firm based in Charlotte, NC. We provide tax, accounting and consulting services for high worth individuals and small businesses throughout the United States. We know business owners take pride in their business, and we do too! Our knowledgeable staff is dedicated to maximizing cash flow and minimizing taxes. We work to reduce your expenses and increase your productivity. Improve the efficiency of profitability of your small business through tax planning, advanced computer technology and planned business solutions with our help. We take time to listen carefully to your concerns then build a business plan to meet all those needs. It is our goal to form long-standing professional relationships with all our clients. Send us a message today to schedule your free consultation!

Getting a letter from the IRS can be stressful, but the first step is understanding what it says and what needs to happe...
10/21/2026

Getting a letter from the IRS can be stressful, but the first step is understanding what it says and what needs to happen next.

Don’t ignore it, and don’t assume the worst. Review the notice, pay attention to any deadlines, and ask for help if you’re unsure how to respond.

At Todd Greene CPA, we’re here to help you understand your options and figure out the next steps.

Thinking About Starting a Business?There's a lot to figure out before you open the doors.Your business structure, accoun...
10/20/2026

Thinking About Starting a Business?

There's a lot to figure out before you open the doors.

Your business structure, accounting system, tax obligations, bookkeeping process, and financial plan can all affect how you operate down the road.

Getting the right foundation in place early can save you time, money, and headaches later. Todd Greene offers new business planning to help entrepreneurs get started with a clearer financial strategy.

A little time spent reviewing your business now can help you spot opportunities, address potential issues, and make more...
10/16/2026

A little time spent reviewing your business now can help you spot opportunities, address potential issues, and make more informed decisions going into the new year. And you don’t have to figure it all out on your own.

At Todd Greene CPA, we believe tax planning should be proactive and year-round, not something you only think about when it’s time to file.

Save this one for your year-end checklist, and if you have questions about what you should be doing before December 31, let’s talk.

QuickBooks can be a powerful tool, but having the software isn't the same thing as having accurate financial information...
10/14/2026

QuickBooks can be a powerful tool, but having the software isn't the same thing as having accurate financial information.

The right setup, categories, reconciliations, and reports matter. That's why Todd Greene helps businesses set up QuickBooks correctly and provides support throughout the year when questions come up.

The goal isn't just to use the software. It's to make it work for your business.

At the end of the day, it’s about more than numbers. It’s about the people behind them.We’re proud to build relationship...
10/12/2026

At the end of the day, it’s about more than numbers. It’s about the people behind them.

We’re proud to build relationships, provide guidance, and be in your corner as your business grows.

Bookkeeping isn't just about keeping things organized for your tax return.Accurate, up-to-date books can help you unders...
10/09/2026

Bookkeeping isn't just about keeping things organized for your tax return.

Accurate, up-to-date books can help you understand cash flow, monitor expenses, identify trends, and make better decisions for your business.

Your financials should tell you something useful. The question is whether you're taking the time to listen.

Good accounting is about more than getting the numbers right. It’s about having someone who knows your business, listens...
10/07/2026

Good accounting is about more than getting the numbers right. It’s about having someone who knows your business, listens to your concerns, and helps you make confident decisions along the way.

That’s why we focus on relationships, personalized guidance, and being a trusted resource for our clients year-round. Your success is our success.

Having money in the bank is important, but it doesn't tell you everything about the health of your business. Your financ...
10/05/2026

Having money in the bank is important, but it doesn't tell you everything about the health of your business. Your financial statements can show what your bank balance can't: where your money is going, what you owe, how profitable you are, and where your business may be headed.

Knowing your numbers gives you more than information. It gives you a better foundation for making decisions.

Todd Greene helps business owners understand the bigger financial picture, not just keep the books.

Your books should do more than sit there waiting for tax season.Keeping your financials accurate and up to date gives yo...
10/02/2026

Your books should do more than sit there waiting for tax season.

Keeping your financials accurate and up to date gives you a clearer picture of how your business is doing and helps you make smarter decisions along the way. A few simple habits can make a big difference in keeping your finances organized and your business moving forward.

Save this one as a bookkeeping check-in for your business.

Think your CPA is just for tax season? Think again.At Todd Greene CPA, our work goes beyond preparing tax returns. We he...
09/30/2026

Think your CPA is just for tax season? Think again.

At Todd Greene CPA, our work goes beyond preparing tax returns. We help businesses with bookkeeping, cash flow management, budgeting, financial analysis, QuickBooks support, tax planning, and more.

Our goal is to be a trusted resource throughout the year, and not just the person you call when April rolls around.

Address

16928 Lancaster Highway Suite 107
Charlotte, NC
28277

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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