Put CPA/CFP®/MBA experience on your team!
Chuck McGrath's 25+ years of experience combined with personalized service and sophisticated software can help manage your financial future including investments, retirement plans or estates. Chuck can prepare federal and state tax returns for Individuals, Trusts, Estates, Corporations, Partnerships, and LLC's. He can research the latest information about your financial and tax situations. He 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. He can process your financial investments or personally represent you at IRS audits or reviews.
