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.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Photos and videos
Reviews
LaVonda T.
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
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
Do you have a standard pricing system for your services? If so, please share the details here.
Yes I do have a standard pricing system and will share this with each individual client
How did you get started in this business?
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.
What types of customers have you worked with?
I mostly work with entry-level clients and entrepreneurs from middle and upper-middle-class clients. My highest value client is 900k.
Describe a recent event you are fond of.
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.
What advice would you give a customer looking to hire a pro in your area of expertise?
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.
What questions should customers think through before talking to pros about their needs?
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.