Quartermaster

Financial ServicesNorth Carolina, United States2-10 Employees

Quartermaster is a financial services firm based in Charlotte, North Carolina, with a small team of 2 to 10 employees. The company provides tax management and planning services intended to reduce overpayments to the IRS for business owners. It describes a three-step process to quantify potential tax overpayments and to design a plan aimed at tax efficiency, all without requiring clients to change their existing CPA. The process considers three areas: annual livelihood spending relative to taxes, the selection of appropriate tax entities and qualified accounts to minimize obligations, and the management of cash flow to maximize eligible deductions. The firm positions itself as helping clients grow and retain more wealth by addressing tax liabilities, noting that some financial advisers focus primarily on investment returns rather than tax outcomes. Information about the company is available on its website at quartermastertax.com.

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