Tax-ready ledgers for CPAs, EAs, and bookkeepers. Virtual tax preparation for individuals across six states. Carried forward from a practice founded by my brother — modernized for the way the work is done today.
Outsource the data work to a US-based tax professional. Three tiers from $550/year. Tax-ready, reconciled, Schedule C–mapped. Free 48-hour sample on any client file.
Explore the service For Individuals & Small BusinessYour tax preparer, by text. Send your documents today, see your completed return tomorrow. File when you approve. Serving clients in six states — all by referral.
See how it works Not sure yet?Fifteen minutes by phone or video. Bring your situation, your questions, or your firm's needs. I'll tell you honestly whether I can help and how.
Schedule a callEvery transaction is categorized with the return in mind. Every flag is written with the client question already drafted. Every file is reconciliation-tied and audit-ready.
January through April, I prepare individual returns. May through December, I prepare ledgers for tax professionals. The two lines run on opposite calendars — so the firm is fully operational, fully focused, and fully responsive year-round.
Charles Tax Group was founded by my brother — known to his clients simply as "Charles." Today I carry on what he built, with the tools and rigor of a modern practice. Different season. Same commitment to accuracy.
Tax professionals: request a project or a free sample. Individuals: book a free consult or learn how virtual preparation works.
