Charles has been practicing as a Certified Public Accountant since 1984. Charles spent eight years serving on the Advisory Board for the Tax & Accounting business of Thomson Reuters (TR), the country’s premier provider of software to accounting firms. He has also served on the CPA Advisory Board of Sageworks, Inc., a leading developer of financial analysis tools for financial professionals. Charles frequently serves as a speaker for groups and organizations, including presenting for over a decade for TR at their annual users’ conference. Charles has also presented workshops for the Illinois State Bar Association and the Missouri Society of CPAs.
Charles graduated from the University of Denver College of Business Administration with a Bachelor of Science degree in 1970. He then spent 13 years managing supermarkets and other businesses. Charles taught an accounting course at Southwestern Illinois College for two years. Charles has spent the last 30 years working at helping small business owners succeed.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.