ABOUT - At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client. From small businesses to individuals, every unique story and situation is taken into consideration so we can create a truly customized plan depending on your needs. The team at JLPollackCPA works together to ensure you not only save on taxes but are given the financial tools that will allow you to succeed in your lives and businesses. Our accounting and tax services are provided on a client-by-client basis, so you can be sure your account always receives our full attention. This meticulous approach results in a true partnership between us and our clients. No matter how confusing or complex your situation may appear, the team at JLPollackCPA, PLLC is here to help.
After graduating from UNC Chapel Hill with a master’s degree in accounting, James began his career working for a large firm in Uptown Charlotte. It wasn’t long before he realized his true passion lies in assisting small businesses owners and individuals on a personal level. James envisioned opening a firm where the needs of the client came first, and the accounting was built around those needs. With this dream in mind, James started JLPollackCPA, PLLC in 2011 and has been building relationships with clients ever since. In his free time, James loves to travel and spend time with his wife and three sons. He also enjoys fantasy sports, poker, and music.
Chief Operations Officer
Born and raised in a small town in Western New York, Alyssa moved to Massachusetts to study Accountancy at Bentley University. While in school, Alyssa interned at a large public accounting firm in Boston and stayed on with them after graduation. Alyssa transferred to the Charlotte office of the same public accounting firm in 2008. While working in Uptown Charlotte, she met her husband and together, they decided to make Charlotte home. During that time, Alyssa left public accounting for a corporate tax position with a Fortune 500 Company, before ultimately taking time to focus on family and building a business. Alyssa has been with JLPollackCPA since before formation and continues to be a partner on business decisions as well as tax preparation and administration. In her free time, Alyssa enjoys spending time with her husband and three sons, traveling, and reading.
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.
New to the Charlotte area, Axsel Brown was born in Myrtle Beach, South Carolina. He attended Coastal Carolina University, graduating with a master’s in accountancy in 2019. Upon graduating, he had the opportunity to teach for his alma mater an accounting adjunct lecturer. Axsel also worked at WebsterRogers LLP, a public accounting firm, as a tax accounting intern. While there, he decided to pursue his MAcc with a concentration in taxation. In 2020, Axsel joined JLPollackCPA, PLLC as a tax accountant. When he is not preparing tax returns, Axsel enjoys cooking, drawing, and watching movies.
Nicki Sullivan is a native North Carolinian who moved to California in the late 1970’s to work in Silicon Valley during the heyday of computing giants Apple and Microsoft. She recently joined the team at JLPollack CPA, PLLC and brings with her 4 decades of accounting experience, much of it working with small businesses. Nicki excels at helping our clients streamline the day to day accounting tasks so they can focus on what is really important – growing their business.
Svetlana Lozneva began her career as an accountant more than 20 years ago. Born and raised in Russia, Svetlana and her family moved to the United States in 2010 to pursue the American dream. She attended college and earned her degree in accounting, all while learning a new language and new traditions. After several years working as a bookkeeper for a property management company, Svetlana joined JLPollackCPA, PLLC. She enjoys spending time with her three children and her pets (two dogs, a cat, and a hamster). Svetlana also plays the piano, loves reading a good book, and traveling.
Jennifer LaMere hails from Texas but spent most of her childhood in North Carolina. She graduated from Middle Tennessee State University with a Bachelor of Science in Music Business. While in college she interned at a music publishing company in Nashville. After graduating, Jennifer returned to Charlotte and spent several years working in the Healthcare Industry. She joined the JLPollackCPA, PLLC team in 2020. In her spare time, she enjoys going to concerts, putting together jigsaw puzzles and watching her favorite football teams, the Michigan Wolverines and Tennessee Titans.
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