Charter Tax Planning, LLC

Charter Tax Planning, LLC. in conjunction with Gradient Tax offers and array of advanced tax planning services encompassing; tax preparation and filing, prior year tax, reviews, Roth IRA conversion analysis, and advanced tax planning.  We have professionals experienced in all matters of accounting and taxation and maintain strict professional standards.  We Pride Ourselves on quality, responsive service, proactive tax and retirement planning.  Our specialized staff spells the difference between our firm and the rest.

Our Services Include:

Tax Preperation & Filling Services

• Our team of CPAs and tax professionals will prepare your income tax return with the highest level of professionalism and service in the industry.
• We will provide you with a "Personal Tax Reduction Report" working with you to incorporate proactive tax planning strategies insuring you take advantage of all available tax credits, available deductions, and advanced tax reduction strategies

Prior Year Income Tax Review (2nd Option):

• Did you know that over 80% of tax returns have errors on them?
• Our team of CPAs will conduct a comprehensive review of your prior year tax return.
• We will provide you with a qualified, unbiased second opinion from someone who has expertise identifying errors, missed deductions, and tax credits that may have caused you to overpay.
• Our CPAs will assemble a personal tax reduction report helping you maximize your future tax savings.

Roth IRA Conversion Analysis:

• Should you convert your Traditional IRA or qualified plan to a Roth IRA?
• Our Team of CPAs will answer this question with confidence
• Our CPAs will analyze your specific circumstances and prepare a personalized report that will help you to determine whether a Roth IRA Conversion makes sense for you.

• We will provide the tax expertise necessary to avoid potential pitfalls and guide you through the process step by step in the most tax efficient manner possible.

Additional Services and Tools offered Include:

• Personalized Tax Reduction Report
• Top 50 Overlooked Tax Deductions
• Top Overlooked Tax Credits
• 2010 Tax Planning Guide