Charlotte has over nine years of experience in public accounting providing tax services to clients in a wide variety of industries. She is experienced in federal and state tax compliance and planning for individual, corporate, partnership, and trust entities. Throughout her career, Charlotte has added value to her clients through forward-thinking tax advice and planning. She specializes in closely held small and medium-sized businesses. Charlotte takes pride in helping clients navigate complex tax situations and presenting them in a way that business owners can easily understand, empowering entrepreneurs to make decisions that best suit their business.