Charles Financial Services

Charles Financial Services

Offers online services
Offers online services


I have 16 years of experience in corporate accounting and tax advisory. My expertise lies in US tax preparation and planning, specifically in forms such as 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, 990PF, and FBAR. I specialize in assisting business owners and managers in reducing taxes, achieving financial goals, and organizing their financial records. My services cater to small and medium-sized businesses, helping them file their Corporate and Individual Income, Sales, and Payroll taxes. My top skills include the preparation of tax return forms for individuals, partnerships, S corps, and corporations. I am well-versed in accounting software such as QuickBooks and XERO, enabling me to efficiently handle entire year accounting for tax purposes. I am also adept at evaluating accounting standards based on IRS and GAAP guidelines. As a tax advisor, I provide guidance on US tax laws and ensure the accurate submission of tax returns. I am experienced in payroll preparation, both manual and automated using platforms like ADP, QB, Gusto, and in submitting payroll taxes to federal and state authorities. Additionally, I have expertise in 1099-Misc reporting, an important aspect of tax compliance for many businesses. With my extensive knowledge and experience, I am well-equipped to assist businesses in navigating the complexities of US tax preparation and planning.


6 employees
17 years in business
Serves Hollywood , FL
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Paypal, Square, Apple Pay, Google Pay, Zelle

Social media



Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

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    Services offered

    Legal Document Preparation
    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Hr And Payroll