Spartan Financial Management Inc.

Spartan Financial Management Inc.

5.0(1 review)
Offers online services
Offers online services

About

We at Spartan Financial Management Inc are passionate about finance, accounting, wealth management, insurance, and taxes(personal & business) Jaye's broad formal education {BS, BBA, and MBA} with a foundation in accounting, and finance. The overall experience of having a professional review your previous year's and current year's taxes.

Spartan Financial Management is a benefit to his clients. We provide year-round accounting and tax services. Spartan Financial Management, Inc. can advise your small business to grow to the next level or get your business idea off the ground. We provide all forms of insurance

The ability to meet my clients and move them forward on the wealth factor. The time to meet and invest time with my clients, build relationships, and empower my clients with financial knowledge and education. Jaye has successfully run and managed his own tax advisory and small business tax advisory firm in Charlotte, NC since 2000. Jaye has over 37 years of tax and accounting experience.


Highlights

6 employees
41 years in business
Serves Charlotte , NC
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Paypal, Square, Google Pay, Zelle, Bitcoin

Social media


Details

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

Photos and videos


  • Reviews

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    LT

    LaVonda T.

    My experience was wonderful! Mr. Alexander is very knowledgeable and willing to help. Also ensuring quality service!!!
    ... Show more
    March 14, 2020

    Frequently asked questions

    We conduct an interview. We review the previous year's tax information. We guarantee that all submitted documents are authentic. We also start the process of making sure that the customer moves toward positive financial goals.

    Jaye Alexander is passionate about accounting finance, and taxes!!! Jaye's broad formal education {BS, BBA, and MBA} with a foundation in accounting, and finance, is a benefit to his clients. Jaye has successfully run and managed his own tax advisory and small business tax advisory firm in Charlotte, NC since 2000. Jaye has over 30 years of tax and taxation experience.

    J

    Yes I do have a standard pricing system and will share this with each individual client 

    We have taken an overall interest in the tax system since the massive changes that were made by the 40th President of the United States. We have studied the tax changes and the ability to use the tax system to teach individuals and entrepreneurs how this system is an alliance. 

    I mostly work with entry-level clients and entrepreneurs from middle and upper-middle-class clients.  My highest value client is 900k. 

    My most recent success is that I was able to take a client with over 14 years of taxes done incorrectly by a fast food tax service with over 26k in federal and various state taxes. the members' outstanding balance as of August 01, 2022, is $0.00 on federal and state taxes.

    1. Make sure that the professional is up to date with all certifications.

    2. Make sure that the professional has insurance. 

    3. The professional should be available yearly.

    1. Have a clear idea and realistic goals.

    2. Please listen and adhere to the advice from the tax professional.

    3. Ask plenty of questions.

    4.


    Services offered

    Notary
    Wills And Estate Planning
    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting
    Financial Services And Planning