Ivyland
Accounting, personal and business tax preparation, QuickBooks Pro Advisor, tax planning, financial statement preparation, business planning and forensic support.
3 customer reviews
Kate
Bookkeeping Services
Charles has been an incredible asset to my organization. He is professional, holds himself accountable, and not only is a pleasure to work with, ( He makes us feel like a friend and a favorite client) but is also a kind and genuine person. I count myself as lucky to have his expertise as part of our organization. I have peace of mind knowing that things are ticking along without having to hover and I know that when something comes up and I need help, like, yesterday, he makes me feel like I'm his only client and makes it happen, and never once made me feel bad about turning his week upside down. His experience and steady hand has guided our restaurant through the pandemic, and we're looking forward to bright days in the future, in part, thanks to Chuck and his growing team. His explanations are in plain language, and makes sure we understand what he presents to us. His services have saved us time and money, so that we can do what we do best. I recommend his services to my colleagues and think he's an excellent addition to any small business owner's team, especially for restaurants. I'm looking forward to working with him on our upcoming ventures (Let's chat, Chuck!) More...
Dan Capone
Charles reached out within an hour after we left our request on bark. The initial interview that he conducted was very thorough and showed his professionalism and expertise in tax field. His approach was also very personal and friendly. During the filing process, Charles reached out multiple times with additional questions in order to understand the financial situation of our family better since it was the first time that we were working with him. He was also very quick with responses and was able to answer all the additional questions that we had. He also gave us plenty of useful advice regarding taxes moving forward. He completed our tax return very quickly and his price was reasonable for the amount of work that he had to put in. Definitely going to recommend Charles for our colleagues and friends! More...
David
Tax Preparation
Professional but down to earth very personable guy. Reasonable fee, and prompt.
What kind of accounting services do you provide?
Along with personal and business taxes, I provide bookkeeping/accounting services resulting in preparation of internally prepared financial statements, budgeting and forecasting, tax planning, auditing and consulting services.
Why is it so important for businesses to hire a great accountant?
There are many decisions a business owner has to make on a daily basis and it's vital that they have someone
who they can trust to "run their thoughts by".
What do you love most about your job?
When you have a satisfied client and they refer you to someone they know. It is a testament to their trust in you.
What inspired you to start your own business?
I enjoy working with business owners to help them navigate tax and accounting issues they face every day.
I also enjoy assisting individual tax clients with their unique challenges related to anything from self-employment income, rental properties,
capital gains and other complex tax issues.
Why should our clients choose you?
I have 35 years of experience with small to medium sized businesses in all areas of tax and accounting, including payroll,
financial statement preparation, bookkeeping as well as personal and business tax preparation.
Can you provide your services online or remotely? If so, please add details.
At this time, I provide all services remotely. I employ a Sharefile portal to exchange documents with my clients.
This is a convenient and secure method to exchange information. When I complete a tax return or other accounting report, I
upload the finished product to the portal for easy client access.
What changes have you made to keep your customers safe from Covid-19?
I work 100% remotely and use email and my Sharefile portal to exchange documents with my clients. I also
meet with my clients through Zoom calls.
Individual tax preparation
Preparation and e-filing of federal, state and local, if applicable.
I will provide an electronic copy and bound copy, if desired, of all tax returns.
Business tax preparation
Preparation and e-filing of C corporation, S corporation, Partnership and LLC tax returns. I will also provide electronic copies as well as bound copies of all tax returns.
Bookkeeping and accounting
Compilation of monthly, quarterly or annual transactional data in order to provide internally prepared financial statements for tax preparation or other business use.
Entity creation
Filing of documents to the departments of state to create LLC's, partnerships, C or S corporations and acquisition of federal employer identification numbers with the Internal Revenue Service, creation of Bylaws and operating agreements.