CreditSmash WorldWide

We are a full service accounting firm, but relatively small so our clients benefit from personalized, quality service. We offer the following services: Accounting, Bookkeeping, Business Valuations, Tax Planning, Retirement Planning, Estate Planning, Financial Planning, Audits, Reviews & Compilations, Tax Returns and Tax Preparation. IRS Representation, Partnerships, LLPs, LLCs, Payroll, Pension Plans, Pensions, 401K, Retirement Tax Returns, Roth IRAs and SEPP.

Webtax is a Tax Specialist and Accounting company based in Charlotte, NC. We have provided the same great service from the day we opened the doors over 50 years ago and remains family owned and operated.

Cari has nearly two decades of financial services experience. She joined TowneBank in 2021 as a Private Banker to provide financial services and consulting to professionals, business owners and community partners. Her unique background in product and process management as well as marketing positions her with the ability to identify financial products and services to meet her members' needs. Active in her community, Cari was the Memory Gala Co-Chair for the Alzheimers' Association of Western Carolina in 2020 and 2021. She is also the former VP of Capital Planning for the PTO at St. Gabriel Catholic School and is a tutor for the Charlotte-Mecklenburg School system. Cari holds a B.S. in Business Administration from Meredith College and is a member of Legatus. "I like making the complex simple so my members can enjoy life rather than worrying about managing their finances."