Charlie has practiced public accounting since 2015. He has been with Moss Adams since 2018, working with closely held family businesses and private clients.
Charlie services clients through identifying tax planning opportunities, tax compliance, and handling taxing authority examinations. He spends most of his time with flow-through entity tax structures. Additionally, Charlie serves as the regional tax technology leader for the firm.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.