We are Here for You

Whether you are looking for someone to do your taxes, help running the finances for your business, or a partner in planning for and working towards your financial goals Charter Accounting is here to help.

Full Tax Services

We’ve got you completely covered when it comes to your taxes from tax planning to preparation and making sure you have the right strategies in place. We can handle everything from the simplest personal return up to the most complicated business return.

IRS & State Correspondence

We handle all the correspondence with the IRS and your state’s agencies so you don’t have to worry about it.

Audit Assistance

We not only make sure that you understand exactly what the IRS is saying but help you prepare a response and get you through the process.


Is keeping up with payroll and all the steps involved overwhelming? We can handle this for you and leave you more time to run your business.


Want to run your business using Quickbooks but it is just too time consuming. Leave that work to the experts. We’ll manage it all for you so you can focus on what you do best.

Financial Health Check

You cannot have a clear money plan if you don’t know where you are financially. We’ll work with you to review everything and make recommendations to keep you on track.

Financial Planning

We can sit down with you and look at where you are today and where you want to be in the future. And then we can help you put the right money plan in place to get you there.

Virtual CFO

Your company may not be ready to hire a full-time Chief Financial Officer but that doesn’t mean you don’t need for part-time, financial expertise in order to be successful. We provide that help when and where you need it.

“I’ve used them the last 3 years, and they’ve done a good job for me. Had some complicated tax returns, including some previous year ammendments, and they have come through every time!”

Oosiku, Tax Return Client

1020 Cambridge Square, Ste. A
Alpharetta, GA 30009

We give you more than just numbers. We provide quality, professional services focused on your needs.