Trusted Tax Advisor
J. Michael Banks earned a Bachelor of Science in Accounting from the University of North Carolina-Greensboro and a Master of Accountancy from the University of North Carolina-Charlotte. J. Michael Banks is a licensed Certified Public Accountant in the State of North Carolina (Certificate #32955)
Michael is also a licensed Certified Financial Planner (CFP) (CFP Board #139134), receiving his license in 2007 after attending UNC-Charlotte's Certified Financial Planning Program. This has enabled him to understand the importance of lifelong financial planning. Michael's knowledge of the full circle of retirement planning, insurance planning, tax planning, and estate planning enhances his qualification as an exceptional tax accountant.
Michael is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.