CPA, MTAX | Principal since 2019

Charlie has worked in public accounting since graduating from UCF in 2004. He joined the Firm in 2005 and has distinguished himself through the use of advanced tax planning techniques and outside the box thinking.

He actively provides a wide range of tax planning and business consulting services for his clients. His clients include foreign companies, foreign investors, real estate developers and investors, as well as closely held companies and high net worth individuals.

His relationship with his clients allows him to not only be a friend but also a trusted advisor. He takes pride in helping his clients through all phases of the business/life cycle in order to help them realize and ultimately achieve their goals.

Certifications:

• Certified in Florida in 2009

Affiliations:

• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Florida Institute of Certified Public Accountants (FICPA)