Atlanta CPA firm · Since 1989
Most business owners overpay their taxes. They just never find out.
We handle the returns, the books, and the payroll. What sets us apart is what happens before the deadline, when there is still time to change the outcome.
Filed this year
1,100 returns
Identified in Q3 planning
$184,600
In client tax savings
Practising since
1989
37
Years a CPA
1989
Practising since
4
Service lanes
100%
Reviewed by Deborah
Why Charter
You will not be handed off to someone you have never met.
Deborah has been a CPA for 37 years and still reviews the work. When you call during office hours, you reach a person who knows your file. When something changes in your business, you tell us before you file, not after.
More about DeborahHow we work
Four lanes. One team.
02Tax PreparationFrom the simplest personal return to the most complicated business return, prepared by people who saw your plan first.
03BookkeepingSet up properly, reconciled monthly, and actually usable. Your numbers ready when you need them instead of rebuilt every spring.
04PayrollFilings, deposits, and the paperwork behind them, handled so you can go back to running the business.
Start here
Find out where you stand in two minutes.
Eight questions about how you are structured and how you get paid. No documents, no login, nothing leaves your browser. You get the strategies that likely apply to you and where to start.
Start the Snapshot- Named strategies, not general advice
- A recommended starting point
- Takes about two minutes
- Then a free 20-minute call, if you want one
New episode weekly
the podcast
Cracking the Wealth Code
Deborah on the questions clients actually ask, indexed by the situation you are in rather than the episode number.
Browse by situation- What an S corp actually saves you, and when it does not
- Paying yourself: salary, distributions, and the line between them
- The receipts question, answered once
What to expect
What the first month actually looks like.
No mystery, no waiting to hear back, and no wondering whether something is happening.
In their words
Have been coming to Deborah for several years now. Wouldn't recommend anyone else.
Lindsay · Tax Return Client
Common questions
Asked often enough to answer here.
Who do you work with?
We work with business owners and individuals, mostly companies between $500K and $10M in revenue, and the families behind them. Services include bookkeeping, tax preparation, tax planning, payroll, IRS notice response, and virtual CFO support.
How do you handle my documents?
We exchange all tax documents through a secure client portal, never plain email. Access requires multi-factor authentication, and we maintain a written information security plan as required of tax professionals.
Do I have to switch everything over at once?
No. Most clients start in one lane, usually tax preparation or a single planning question, and add the others when it makes sense. Nothing here requires a full migration to begin.
What does it cost?
Planning is priced by tier and those prices are published. Bookkeeping, preparation and payroll are scoped to your situation, because a one-entity return and a six-entity return are not the same job. You get a written number before you commit to anything.
My books are a mess. Is that a problem?
It is extremely common and it is not a reason to wait. Catch-up work gets scoped and quoted separately from ongoing bookkeeping so you can see exactly what the cleanup costs on its own.
Do you work with clients outside Georgia?
Yes. We file in multiple states and most of the work happens through the portal, though the office is in Alpharetta if you would rather sit down.
There is still time
Find out what you have been overpaying.
The sooner in the year we look, the more of it we can still change.
Start the Snapshot