
Charles McGrath's many years of experience combined with personalized service and sophisticated software can help manage your financial future including investments, retirement plans or estates. We can prepare federal and state tax returns for Individuals, Trusts, Estates, Corporations, Partnerships, and LLC's. Our staff can research the latest information about your financial and tax situations. The CWM team can analyze “what-if” scenarios with powerful financial and tax planning software. You can use this knowledge to alter the circumstances while there is still time to maximize your financial opportunities and minimize your tax exposure. Chuck and his team of professionals can process your financial investments or personally represent you at IRS audits or reviews.
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- Startup Organizations
- Ongoing Operations
- Advanced Operations
- Tax Planning & Preparation
- Accounting, Bookkeeping, & Quickbooks
- Financial Planning
Sentiment Analysis
Beautiful scenery.
Been with this firm over 25 years.
Not only is he very knowledgeable in his field, he goes out of his way to explain things and has always answered my questions promptly and accurately.
Fabulous, responsive service with thoughtful advice and helpful guidance.
I have a new business and he has answered so many questions for me along the way, and is always offering tips and advice to help me be more successful.
If you own a small business and don't use Chuck and Paul as your CPA, you are doing yourself and your business a misdeed.
Good accountant.
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