Expert Tax CPA | Charlotte PetersenExpert Tax CPA | Charlotte PetersenOur firm is able to provide outstanding service to our clients because of our dedication to four underlying values.
Our niche is in the real estate industry but serve clients in the fields of construction, investment partnerships, medical, and e-commerce, including multi-state nexus issues in each field.
Our philosophy is to build long-standing, trusted relationships with our clients and bring passion and commitment to everything we do.
I’ve been working with Charlotte and her team with personal tax filings for the past few years. The team is extremely responsive, organized, and knowledgeable. In addition she always answers any questions that we may have. With Charlotte’s experience and education as a licensed CPA, she will save you time and money. I would recommend Charlotte as she is very friendly, easy to work with, and gets the job done.
My wife and I have worked with Charlotte through the last two tax seasons and have been very satisfied with her courteous and helpful approach. Her knowledge of tax laws helped us find extra savings we would not have found anywhere else. She is patient, responsive, knowledgeable, and has great response time even when she is busy. She is a true top tier professional that we highly recommend. We can’t say enough great things about her!
We review two years back to find errors and missed tax savings.
