I have been working with Charles for about 5 years now and have referred him to a number of friends. Over the years he has helped me understand the tax implications of important decisions as my business has grown. I can honestly say that his advice has helped me save quite a bit of money over the years.
Charles is efficient, approachable, and astutely versed on the complicated tax laws (that always seem to change). Your use of such a tax professional is truly an investment that pays off in time and money saved. The guy is a PRO!
Very friendly, very professional, very down to earth. Super laid back and they remember their clients. They help you understand things in very plain English and don’t waste your time. Taxes are pretty expensive but knowing the IRS won’t be knocking on my door is a great feeling. I feel like my finances and taxes are in good hands. Plus, I got a fantastic return!
I have used Charles’ services for about 10 years. He and the staff continue to provide excellent and friendly service. Charles is a true master of his craft and a true professional. I highly recommend their tax and financial services.
When you find a professional who not only gets it but gets it right; you stay with him. Charles and his lovely wife have been so much more than business professionals; they have been friends I am truly happy to call friends. Thank you Charles and Ada; you’re the best!
Charles is not only extremely friendly, but also very intelligent when it comes to taxes. My wife Rita and I have utilized Charles in preparing my taxes for over 5 years and have been very happy with his attention to detail and asking the right questions.
The outcomes on our State and Federal returns have been excellent.
I highly recommend Charles services.
My wife and I have worked with Charles for over 30+ years and we can assure you that there is NO ONE BETTER than him. His entire focus is to make sure that you keep you hard earned money and get back from the IRS what is yours. He has always been available for us to talk to about the challenges my wife and I have had with the IRS over many, many years and he continues to look for legal ways to help us with each new tax year challenge. THANKS CHARLES!!
Charles B. has filed our taxes since we moved here in 2006. He always makes himself available when I need him and doesn’t mind taking time out of his schedule to meet with me in person when I don’t understand something. He was even able to help our friends on a few write-offs that other tax services has missed. We recommend him!
Adah was my favorite boss when we worked together in Boston almost 15 years ago and she and Charles have remained good friends through the years. It was a natural step when I started looking for a tax person to reach out to such trustworthy, knowledgeable professionals who I knew would take great care with my return. It’s been a few years now that they’ve done my taxes, and they’re now doing my brother’s taxes and a few of my friends’ taxes, and helped my parents set up a trust. Best of all, moving out of state hasn’t created any waves in service or timeliness. You’ll be in great hands with Adah and Charles.