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WELCOME TO CHARLES & ASSOC. FINANCIAL GROUP

Making Your Dreams Come True

Financial Advisor

OUR WAY

Charles & Assoc. Financial Group Llc. has been providing clients with a wide range of services from tax preparation, bookkeeping and even notary services.

 

our goal always remains the same, no matter what type of client we are working with. Simply put, we strive to give you an accurate picture of your financial situation. Doing so allows you to operate with less stress and more profit.

With our Tax preparation services, we advise our clients on tax management strategies on both business or personal levels while offering bookkeeping services, no matter how complex.

For individuals looking for help with tax filing, we offer a personal touch and precision that is unattainable with do-it-yourself software. For businesses, we provide services that assess overall financial health, and we deliver regular reports that are clear, digestible and actionable.

 

Contact us today to begin a valuable partnership. Whether you require assistance at the corporate or personal level, we are ready to serve you!

About
Our Services
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Tax preparation services

Complete all tax forms following all legislation and regulations.

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Bookkeeping

Developing and maintaining your business' overall financial processes.

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Notary Service

In house or mobile notary service

H-Service
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