Deep Knowledge.
Specific Focus.
Our founder, Charles Jenkins, CPA, has deep prior experience crafting tax strategies for clients ranging from large multi-national entities to small business owners. In recent years he has narrowed his focus to provide tailored tax plans to small business owners, investors and individuals with a focus on pro-active tax planning.
Technology.
Security.
Our client’s security and experience are our top priorities when it comes to technology. You can rest assured that we work with the best software providers available to ensure the security of your data and the best user experience possible.
Smaller.
On Purpose.
Our approach allows us to go deeper with a smaller number of clients - keep in mind that this won’t be for everyone. We want to work with you and your other advisors to make sure that your tax and accounting strategy fits in with your overall financial goals.
