History
What began as a hobby for a young college student grew into a business as friends and family began referring others. Every year clients would call and drop off their forms. In 2015 Charlotte decided to move from her mobile office to Alameda's Harbor Bay. Not realizing it, she had accomplished her dream of an office on the water and 100 % self employed. Helping the everyday person accomplish their dreams is what Charlotte does. Come in for your tax assessment and see.
Specialties
We specialize in Individual and small business tax return preparation. We teach our clients how to maximize their deductions while living their best financial life! In addition to tax preparation, we provide bookkeeping services, 1:1 and group trainings on tax strategic planning and small business development from a financial view.