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Charlie has more than 30 years of experience assisting clients with their business, trust and estate, corporate and individual compliance, planning and accounting needs. He provides startup or growth entities with projections, strategic planning and business advisory services. In addition, Charlie has five years of experience with the Internal Revenue Service as a Revenue Agent.
He works extensively with a wide range of closely-held businesses including real estate development/ retail/commerce/real estate, oil and gas/energy industries, construction and services corporations.
Charlie is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and its Houston Chapter. He earned a B.B.A. in Accounting from the University of Texas.