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!