“The federal tax code is complex and challenging, and I get a great deal of satisfaction from helping business owners and individuals figure out the best way to minimize their taxes.

 

“I’ve been working with businesses and business owners for more than 25 years, helping with issues like succession planning, mergers and acquisitions, and tax planning. What I’ve found is when clients feel they are on a firm foundation, they can plan for the future with confidence.

 

“When I was a kid, my brother and I started our own business cleaning local apartment buildings. It taught us how the business world worked, as well as the value of hard work.”

 

When he’s not at work, Charlie enjoys playing golf, hiking and spending time with his family.

 

Words to live by: