Welcome to Wendell Charles
Tax & Accounting
Be confident with your personal and business tax team.
Our Services
Tax Prep & Filing
We prepare your personal and business tax returns and ensure they are filed on time taking into account all appropriate credits and deductions.
Tax Advisory
The best time to plan for taxes is prior to a major asset, property, investment, or business sale. Our team will calculate the tax implications so you know what to expect.
Payroll & Bookkeeping
Our years of experience as business owners ourselves has helped us find the most optimal payroll and bookkeeping software for startups and small businesses. We will help you get set up and operate ongoing with simple, easy to manage tools.
Fractional CFO
Our team will help you operate your startup or small business through our customized process. We provide bookkeeping, payroll, filings, budgeting, and cash flow management guidance, forecasting, and consulting to you and your team.
Take The Next Step Beyond Filing
Tax Strategy and Advice
Taking time to plan your tax strategy could end up saving you a significant amount of money today and in years to come. Work with our team of experts to confirm the most advantageous business structure, time major asset sales, and more by engaging our team for tax strategy and advice.
Say Goodbye to Binders and Stacks of Tax Papers
All Digital Experience
Our tax preparation and filing services are provided to clients 100% paperless. Upload documents to your personal client portal, eSign your tax returns, and we e-file on your behalf digitally to the IRS and state agencies.
Never Miss A Tax Filing Again
Accountability
No one likes to get behind, to forget, or simply not have the resources to complete the job. Our team will proactively reach out to ensure you’re aware of deadlines and have the necessary information well in advance. We love helping our clients stay on top of their taxes!
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Use Quickbooks? Easily integrate with our software.
Our clients using Quickbooks experience a simplified onboarding experience. We can even manage the books for you ongoing!
Latest News
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Maximize Your Savings: 5 Year-End Tax Planning Strategies for Individuals and Small Businesses
As the year draws to a close, it’s crucial for individuals and small businesses to engage in proactive year-end tax planning. At Wendell Charles Tax, LLC, we understand the significance of optimizing your financial strategies. In this blog article, we’ll explore five […]
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The Crucial Role of a Tax Pro in Starting Your Business
Starting a business is an exhilarating journey filled with dreams of success and financial independence. While entrepreneurs often focus on developing innovative ideas and effective business strategies, the importance of working with a tax professional is frequently underestimated. In this blog post, […]
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Strategic Partnership Update
We are excited to be a part of the Wendell Charles family of companies and look forward to providing tax guidance to our existing Wealth and Insurance clientele through our sister companies and strategic partners. Wendell Charles Wealth Management was founded in […]