|Sunday||8:00 a.m. to 8:00 p.m.|
|Monday||8:00 a.m. to 8:00 p.m.|
|Tuesday||8:00 a.m. to 8:00 p.m.|
|Wednesday||8:00 a.m. to 8:00 p.m.|
|Thursday||8:00 a.m. to 8:00 p.m.|
|Friday||8:00 a.m. to 8:00 p.m.|
|Saturday||8:00 a.m. to 8:00 p.m.|
Charlotte's Webb Financial Services
About this pro
She treated me like an old friend instead of a client. I like that. She was very patient and understanding. (I brought my newborn along) Plus she knows what she is doing and really seems to keep her clients’ best interests in mind. I can’t comment on value because we still have a couple loose ends to tie up so that hasn’t been discussed yet.Mar 1, 2018Verified
Charlotte is AMAZING!!! Not only did she complete our tax returns extremely fast, she spent time with us providing much appreciated advice and help. She also took the time to give us insight on how to plan for the following year's taxes. We cannot say enough good things about Charlotte. Thank you so much for all your help!Oct 21, 2017Verified
She replied messages very quickly. I did not hire Charlotte because I hired a local company to do my tax return due to close to my home.May 6, 2017Verified
She was amazing and really helpful. I would recommend herApr 16, 2017Verified
Charlotte is knowledgeable, friendly, resourceful and charges reasonable rates. Will definitely continue to work with her for taxes and retirement planning.Apr 16, 2017Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?I charge based on the forms required to complete tax returns. Most of my client's get a discount when payment is made at time of service.
- What is your typical process for working with a new customer?I try to send the client a checklist before the appointment to review and compile for their appointment. Getting to know who they are personally as well as professionally/ This gives me an understanding of the clients lifestyle so i can identify things they may be able to deduct. Reviewing the prior year return to see what they have done in the past as well as to see if any deductions were missed. This could potentially lead to an amended return creating a refund or reduction in amount owed. Once we have decided the client is ready to proceed we complete the return. This can be done at the clients home.
- What education and/or training do you have that relates to your work?Yes I attend trainings , online updates from IRS and continuing education courses. I enjoy reading the publication 17.