About Us

Bohmfalk Financial Services is here all year round and when you need us. Our experience, skills, and our knowledge allow us to provide our clients with exceptional advantages not just in tax preparation, but in tax planning, estate planning and financial decision-making.

We pride ourselves on providing outstanding service and personal availability throughout the year.

We offer mid-year reviews at little to no-cost.  You will soon know us as the friendly and down-to-earth tax and financial professionals you wish you’d known all along.

 

Charles Bohmfalk was an attorney in the Boston area for 22 years before moving to beautiful Southern California. He has been providing United States and Federal and ex-patriot tax preparation and legal document preparation for over 30 years. He has an excellent knowledge base and conceptual understanding of what is, what used to be and the ongoing changes to tax codes. Charles is a licensed attorney in Massachusetts and practiced law for 22 years there. He has been preparing tax returns for over 30 years and for over 13 years has been preparing tax returns for individuals, businesses, corporations, partnerships, estates and trusts on a full-time basis.

Christopher Bohmfalk is a Certified Tax Professional and has attended San Diego State University with a major in Financial Services.  He has several years’ experience with Quickbooks bookkeeping and accounting, as well as a strong background in mathematics.  He is a United States Marine Corps veteran who has served all over the U.S. as well as overseas to include Iraq and Bahrain.  Christopher is also currently a member of the Army National Guard, stationed out of El Cajon, CA.

YOU MAY NOT BE HAPPY ABOUT PAYING TAXES,
BUT YOU SHOULD BE HAPPY WITH YOUR TAX PREPARER!

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