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Charter Wealth Management LLC

Tax & Accounting Services

"People who complain about taxes can be divided into two classes: Men and Women"-Author Unknown

We provide tax and accounting services to individuals and small businesses on both a temporary and long-term basis. We seek to help you navigate through regulations, paperwork and planning so you achieve success.

We provide assistance in the following areas:

  • Preparation of  Federal and State Tax Filings

  • Tax Cuts and Jobs Act of 2017 - The new rules for 2018

  • Tax Planning and Research

  • Estate and Retirement Planning

  • W2, W3 and 1099 Prepration

  • Sales and Use Taxes

  • Franchise and Corporate Taxes 

  • Entitiy Selection and Other Business Matters

We will work with you to analyze your current situation and discover areas to increase profitability, improve cash flow and achieve long-term financial stability. 

"Taxes grow without rain"-Jewish Porverb
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