Charlotte, NC Monroe, NC CPA / Moyer, Smith & Roller, P.A.

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
 
Business Strategies
Learn how to start, run and eventually sell a successful business.
Tax Strategies for Business Owners
Find perfectly legal tax deductions that you may be missing.
 
Tax Strategies for Individuals
Learn how to lower your taxes with these legitimate tax saving strategies.
Track Your Refund
Find out when you'll receive your federal and state refund.
 
1040 EZ Tax Estimator
How much tax will you pay this year? Will you get a refund? Enter your filing status, income, deductions and credits we will estimate your total taxes for the year.
State Tax Forms
Quickly print the tax forms you need from any State in the country.
 
Tax Rates
Tax rates change every year. Take a look at this year's tax rates.
Marginal and Effective Tax Rates Calculator
Knowing your income tax rate can help you calculate your tax liability for unexpected income.
 
IRS Tax Forms and Publications
Quickly view and print any IRS tax form or publication. Saves a trip to the post office.
Investment Strategies
Why leave your money sitting in a bank account earning for other people when you can put it work for yourself? This section is dedicated to tested and proven investment strategies and concepts.
 
Frequently Asked Questions
Over 500 every day financial questions answered.
Record Retention Guide
Use this guide to determine how long you need to keep your tax and other financial records.
 
Newsletter
Our regularly updated newsletter provides timely articles to help you achieve your financial goals.