Elevated Financial & Tax

Elevated Financial & Tax is a full-service tax and financial firm serving individuals, families and small businesses. Its work covers tax preparation and planning, financial planning and retirement planning, with the aim of tying those pieces together into one integrated approach to money management.

Clients meet one-on-one with a tax or financial specialist, and the firm's office staff coordinates meeting times by request through the website. The office is on Blakeney Professional Drive in Charlotte, North Carolina, and the firm's investment advisory services are offered through an affiliated registered investment adviser.