Trusted Tax Professionals for Individuals and Small Businesses

At Charles Financial Services, our mission is simple: as trusted tax professionals, we make tax preparation easy, accurate, and stress-free while providing personalized support and professional guidance every step of the way.

Doris Charles, M.S., SHRM-CP, founder of Charles Financial Services, brings a strong background in client service, compliance, and professional consulting. With a commitment to accuracy, integrity, and personalized support, Doris helps individuals and small business owners navigate the tax season with confidence, while building a foundation for long-term financial success.

We proudly serve individuals and small businesses throughout the United States, offering reliable tax preparation and strategic tax planning services tailored to each client's unique financial situation. Whether you need assistance filing a federal return, state return, or multi-state tax return, we ensure that every filing is prepared with accuracy, attention to detail, and compliance with current tax regulations.

We understand that taxes can be complex and overwhelming. That's why we take the time to get to know our clients, answer questions, and develop solutions that align with their financial goals. Our commitment goes beyond tax season. We help clients make informed decisions throughout the year with proactive tax planning designed to minimize liabilities and maximize opportunities.

Why Choose Our Trusted Tax Professionals?

Personalized service tailored to your unique tax situation
Accurate federal, state, and multi-state tax return preparation
Tax planning solutions designed to help minimize tax liabilities
Dedicated support for individuals and small businesses
Responsive communication and exceptional customer service
Commitment to accuracy, integrity, and client satisfaction

Our Commitment

At Charles Financial Services, we believe every client deserves professional expertise, exceptional customer service, and peace of mind. Whether you're filing an individual tax return, managing a growing small business, or planning for the future, we are dedicated to helping you navigate the tax process with confidence and achieve your financial goals.

Let us take the complexity out of taxes so you can focus on what matters most.

Certifications

VITA/TCE Certified Tax Preparer

Certified through the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for Elderly (TCE) programs, providing accurate and reliable tax preparation services for individuals, families, and seniors.

IRS VITA/TCE Program

IRS PTIN Registered Tax Preparer

Authorized by the Internal Revenue Service with an active Preparer Tax Identification Number (PTIN) to prepare and file federal tax returns professionally and ethically.

IRS PTIN Holder

SHRM Certified Professional (SHRM-CP)

Credentialed by the Society for Human Resource Management, demonstrating expertise in human resources, compliance, leadership, and workforce management.

SHRM

M.A. Management & Leadership

Graduate degree providing advanced expertise in business leadership, strategic-decision making, and organizational management.

Master's Degree

B.A. Human Resource Management

Undergraduate degree focused on employee relations, compliance, workforce planning, and organizational development.

Bachelor's Degree

New York State Authorized Tax Preparer

Certified to prepare and file New York State tax returns while maintaining compliance with state tax regulations.

New York State