ABOUT - When it comes to accounting, James is a well-seasoned expert. After graduating from UNC Chapel Hill with a master’s degree in accounting, James started working in Uptown Charlotte for a large firm when he decided that he wanted to assist smaller businesses and individuals on a personal level. This choice led him to join a smaller and more personal group, however something still wasn’t right. James envisioned a firm where the clients came first and the accounting came second. With this dream in mind, James started JLPollackCPA, PLLC in 2011 and has been changing lives ever since. His approach to accounting is simple: create tailored services for every relationship he makes. By doing so, every client’s story and situation is appreciated and nothing falls through the cracks. James also has a competitive spirit; a key attribute in helping his clients save time and money. Around town he’s known affectionately as “The Tax Man” because his clients and friends alike feel close to him. When James isn’t crunching the numbers, he loves to travel and spend time with his wife and three sons. He also enjoys fantasy sports, poker, and music. Keeping this in mind, James is just your friendly neighborhood CPA who has a passion for seeing others succeed in their personal and professionals lives. No matter how confusing your situation may appear, James L Pollack is here to help.
When it comes to accounting, James is a well-seasoned expert. After graduating from UNC Chapel Hill with a master’s degree in accounting, James started working in Uptown Charlotte for a large firm when he decided that he wanted to assist smaller businesses and individuals on a personal level. This choice led him to join a smaller and more personal group, however something still wasn’t right. James envisioned a firm where the clients came first and the accounting came second. With this dream in mind, James started JLPollackCPA, PLLC in 2011 and has been changing lives ever since.
Born and raised in Southern California, Stephanie is a huge USC football fan. She graduated with Nursing degree but found herself working at a real estate company and managed a mortgage department for 8 years. From there, she moved to Charlotte in 2012 and worked at the YMCA in the Child Development department. Coincidentally, Stephanie was a client of James’ and when he had an open position on the team in 2016, she jumped at the opportunity. Stephanie is married with 2 children and likes to spend her free time hanging out with family, reading, going to concerts and watching a good movie.
I was born and raised in Belarus. I came to the U.S. in 2003 as a student and decided to stay after I met my husband. I graduated from Coastal Carolina University with the Bachelor of Science in Finance and moved to Charlotte for better opportunities.
After working for several years for a large investment company, I decided that I needed a change in my career and in my life, so I left the corporate world and went back to school to get a graduate degree. After graduating with a master’s degree in accounting,
I put my skills to the test in my husband’s business. I really enjoyed working in a small business environment and I was very interested in doing taxes, so when James offered me an opportunity, I did not hesitate to take it. In my spare time, I like hiking,
travelling, dancing the Argentine tango, reading and spending time with family and friends.
New to the NC area, Keisha was born and raised in Ridgeway SC, and recently moved to the Rock Hill area. A true basketball fan, she follows and supports LeBron James and cheers on whichever team he plays for. Keisha’s tax journey began as a Manager for
Jackson Hewitt. She then spent over 8 years working for PwC as a Senior Tax Specialist, while there she earned her Accounting degree. She then accepted a role as a Staff Accountant for McGregor and Company, where she realized tax is her passion and comfort
zone, so she then landed the position here at JLPollack CPA as a Tax Accountant. In addition to her love for tax, Keisha enjoys swimming, traveling, fishing, spending time with her 2 boys, and seeing and learning new things. She is excited to learn all about
her new environments both here in Charlotte and the Rock Hill areas!
AJ Spring, CPA
Born and raised in Maryland, A.J. attended Wake Forest University, graduating with a Master’s in accountancy in 2010. Soon after, he moved to Charlotte and spent the next eight years at a local Charlotte firm, working in a variety of areas including taxation, auditing, financial statement preparation, valuation, and consulting. In 2018, A.J. joined JLPollack to focus on individual and small business income tax and planning. A.J. is married and has two rescue dogs and spends his free time playing golf, traveling, and practicing photography.
SERVICES - Welcome to the office of James L. Pollack, CPA. Albert Einstein once said about his taxes: “This is too difficult for a mathematician. It takes a philosopher.” Well, James fits the bill! He offers tailored services for both individuals and businesses alike.
With tax laws and regulations changing from year to year, guiding you through the process of individual taxes is our specialty. We’ll walk with you from start to finish to make sure all of the bases are covered. We’re here to make sure that the IRS treats you with the utmost respect and we will happily speak with them on your behalf.
Common scenarios include:
- Real Estate Investment
- Capital Gains and Losses
- Unreimbursed Employee Expenses
- Education Expenses and Credits
- Child Care Expenses and Credits
- Multi-State Tax Returns
- Change in Residence
- Amended Tax Return
- Installment Agreements
Owning a small business is a big responsibility. Being an entrepreneur himself, James L Pollack, CPA knows exactly what needs to be taken care of so that you can get back to your day-to-day routine. Whether your company is an LLC, an S Corporation, a C Corporation, or simply a sole proprietorship, James specializes in the following areas:
- Guidance on Business Setup
- Income Tax Returns
- Business Personal Property Tax Listing
- Sales Tax
- Payroll Advice
Every small detail makes up the big picture of your business. With our help, we can give you the confidence to solve problems before they take a hold on your livelihood. James is here to be your friend first, and a strategic partner second.
LOCAL TAX ADVICE
In the Queen City
RESOURCES - We've gathered a plethora of helpful documents and links in one place for you. Check out our helpful toolkit below. We've also included a few client testimonials for your perusal in case you need another reason to choose JLPollackCPA. We'd love to hear from you, too.
JAMES L POLLACK, CPA
Just your friendly neighborhood tax man.
Contact - Every situation is different. I'm asked questions about tax endeavors big and small daily - and every one of them is just as important as the last. I welcome the opportunity to know more about you and your unique situation. Give me a call or shoot me an email, and let's see how I can help.
11220 Elm Lane, Suite 205B, Charlotte NC 28277