Charles Financial Services

Charles Financial Services

5.0(2 reviews)
Offers online services
Offers online services


My passion is to help Individuals and Small Businesses with Accounting, Bookkeeping and Tax Services.

I am a CPA, with 25 years of Accounting and Tax Experience. My MBA has also helped me to be not only your Accountant, but a Trusted Business Advisor with a focus on Detail, Education, and Compliance.


Hired 2 times
1 employee
4 years in business
Serves Spring , TX
Offers online services


Special tax situations

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Employment status

Customer is self-employed, Customer is not self-employed

Filing status

Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child

Photos and videos

  • Reviews

    0 reviews

    Howard G.

    Very friendly and very smartt! Highly recommend her!
    ... Show more
    March 14, 2020
    Hired on Thervo

    DeShaun S.

    The willingness to continue to educate themselves on industry best practices.
    ... Show more
    March 12, 2020

    Frequently asked questions

    With a New Client, I prefer to have an initial consultation to access the needs/expectations of the client. I like to access the client's needs, as well as how my services can help them achieve their goals. 

    I am an active CPA for 19 years, with 25 years of overall Accounting and Tax experience.

    i stay updated with knowledge requirements with regular and relevant training.

    I do not have a standard rate. My pricing depends on the services provided. However, I do have a VIP rate for long term customers with ongoing service needs.

    I started my business out of the desire to help small businesses, individuals and churches. I have always worked professionally with public or non-profit organizations. It has afforded me the opportunity to obtain knowledge in a great deal of niche areas. My goal is to help small businesses and individual owners to understand and trust the accounting and finance function of their business. 

    I have worked with --


    Small Business Owners

    Churches and Other Non-Profit Agencies

    Public Companies

    I attended an Asset Protecton and Tax Strategy Seminar. A wealth of knowledge for Wealth Accumulation and Protection for Individuals, Families, and Business Owners. It was an eye -opening and knowledge driven event. 

    Potential Customers should be clear and open when describing their financial needs and expectations for their business. 

    What is your ultimate goal in hiring an Accounting/Tax Professional?

    How hands-on do you expect to be in the process?

    What is your current Accounting/Tax process?

    Services offered

    Business Tax Preparation
    Individual Tax Preparation