top of page

ABOUT US

With years of experience and a strong commitment to customer service, we have built a reputation for reliability, accuracy, and personalized solutions that meet the unique needs of every client.

004_charles_wilson_web-ready.jpg

Meet the owner

Charles Wilson CPA/PFS, CTA

Charlie brings over 25 years of experience in tax planning, consulting, and compliance. He founded the certified public accounting firm Charles Wilson Inc in 2003.

With a passion for helping closely-held businesses, their owners, and high-net-worth individuals, Charlie offers expert guidance across all aspects of tax and financial planning.

​

He specializes in seamlessly coordinating corporate, personal, and asset accumulation strategies.

Why Choose Us?

Decades of Expertise

Since 2003, Charles Wilson has provided tax solutions to clients that have resulted in millions in savings and tax deferrals!

Client-Centered Approach

We treat every client like family, offering tailored solutions and round-the-clock support.

Relationships

Many of our clients have been with us for years, spanning multiple generations.

LOOKING TO SCHEDULE A VIRTUAL APPOINTMENT WITH OUR TEAM?

bottom of page