Widget's mission with every client we serve is four-fold:

1) To help our clients pay the lowest amount of tax LEGALLY possible by utilizing our over 32 years of experience, our advanced and continuous tax education, and our creativity in interpreting the tax law.
2) To take a proactive approach to identify and discuss all potential red flags with the client. We keep them off your return to minimize the risk of audit.
3) To help our clients establish a reliable accounting system which allows them to track and manage business expenses in such a way that the records can withstand an IRS audit with little or no change.
4) To provide our clients more access to their CPA, their most trusted advisor, than they have ever enjoyed before.

The difference between Charles and other CPAs is that Charles knows his stuff! He is constantly staying up to date with the current tax code to save you money. Can your CPA answer any questions at just about any time of day? Can your CPA get you back more money than you thought? Is your CPA highly educated with years of experience or did they just take a one hour class and call themselves a "tax expert"?  With Charles you can be assured the peace of mind that you are paying what you need to pay and receive the refund you deserve. As a wise man once said "Know more, Keep more"

Jonathan Fanning

About Us

About Us
Charles earned his Certified Public Accounting (CPA) designation from the state of California in 1998 and maintained that certification until 2007. As Charles had no plans to return to the state of California, he let his California CPA designation go inactive.Charles has been certified as a Certified Public Accountant in the state of Florida since 2004 and maintains this designation... Read more

Services

Services
Our firm offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we have many qualified professional referral partners that... Read more
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