About
Not Your Parent’s Tax Firm
Don’t expect suits and pocket protectors in our office. Our corporate personality is as colorful as our language.
Kocaj Consulting is…
Here to Help
Kocaj Consulting was founded in 2016 with a single mission: to be the most successful, creative and ground-breaking tax agency in Charlotte. We approach each of our clients with fresh eyes to develop customized, unique strategies.
Online tax prep is a great resource for simple returns. They ask questions, you answer and you magically have a tax return. Or you might fill out a simple questionnaire with a tax preparer. But, they don’t know your industry. They don’t know how to navigate the law to help you maximize your profits, minimize your tax and legal risk, and feel confident about your financial picture.
Just like you don’t expect me to be able to tattoo or take pretty photos or write beautiful songs, I don’t expect my clients to answer long organizers about tax related law.
I am here to help. I come from a place of compassion. I understand what it is like to start a business and owe and not have the money to pay. I know the decisions business owners have to make and the leaps of faith that come with growing a business. I also know that sometimes that means you have to put certain things on the back burner for a minute and what we forgot for a minute grows into a huge burden in your life. More importantly, I can help you plan so that you won’t put letters in drawers; instead you will know what’s coming and how to deal with it if it does.
Kocaj Consulting…
Has a Mission
My goal is to make a scary subject a bit more simple and less intimidating. I am not judging the answers to questions or the questions I get asked. We all start somewhere and I love being the starting point to my clients’ growth and success.
Kocaj Consulting…
Has Grit
I went straight to UNC Chapel Hill out of high school and then went on to NCCU after that. Multiple degrees still didn’t help me find a job that made me happy. I didn’t go to law school until I was in my 30s. I worked full time and went to school in the evenings.
I graduated in the top 5 of my class from a 4 year program in just 3 years.
Just like you, I have grit.
I have worked to prove my worth to people who just gave me more work without advancing my position in the company.
I have felt undervalued and overworked.
I have also started a business with $0 and struggled with hiring, wondering whether the expense was worth the price.
I have made bad decisions and mistakes.
I’m not your ordinary tax and legal business; we work as more of a coach and friend to make hard situations simpler and easier to navigate. Turning mistakes or tax/financial avoidance into learning opportunities for you and your business.
If you’re ready to feel confident in your business, let’s get started.
Enroll Now
Interested in working with me?
Click the link below to sign up on our portal. You'll then go through our 3 step enrollment process:
How to Enroll:
Complete the Questionnaire
After you sign up on the portal and selct "Yes" to work with us, you’ll fill out a short questionnaire based on your business and needs so we can determine the most effective service for you.
Meet Margaret
Meet with Margaret in a 15-minute call to answer any questions so you are ready to work with us!
Get Started
Let’s get started! You’ll receive your link to our customized portal and schedule a call to review the process of sending your information, how to use the portal and confirm expectations to set you up for success.