As a seasoned CPA and EA, I bring a wealth of knowledge to your tax preparation process, ensuring it's smooth and stress-free. Let me take time with you!
Expertise
Partnership (Business Tax Expertise)
Cryptocurrency
Retirement Income
Farm Income
Employee Stock Purchase Plan
Business Tax Returns
C Corporation (Business Tax Expertise)
Multi-State Taxes
Rental Property Income
Foreign Income
Self-Employment Income
S Corporation (Business Tax Expertise)
Schedule K-1
Experience
Verified Pro with 27 years of experience
Meet online
Chesapeake, VA
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
Hello! I go by Charlie, a seasoned CPA with a love for the tax profession.
As a life-long learner, I've earned an associate degree, a bachelor's degree, two master's degrees (MBA and Master of Science in Accountancy), and a doctorate (PhD). I also hold several certifications, including being an Illinois Registered Certified Public Accountant (CPA) and an IRS Enrolled Agent (EA). I am working towards a new master in Divinity.
Before my academic appointment, I worked as a tax specialist for eight years in the revenue department. This experience allows me to bring real-world experiences to my work and helps me assist you better with your tax preparations.
I love taxes because they are like a puzzle, each piece representing a different aspect of a person's financial life. Helping you solve this puzzle and ensuring you pay what you owe but not a penny more is what drives me. I take pride in staying updated with the latest tax laws and using that knowledge to your advantage.
When I'm not working, I enjoy quality family time, traveling, and attending national and international accounting and tax conferences, presenting my research in accounting and taxation.
I look forward to assisting you with your tax preparations and making the process as smooth and stress-free as possible. Remember, no tax situation is too complex. I'm here to help! Feel free to reach out if you have any questions or need assistance. Let's tackle your taxes together!
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See