Charles Tune CPA/CWS brings over 40 years of experience in financial planning, wealth management, and retirement strategies. A New Breed of CPA works to create a relationship model with clients that offers more value than the cost of services. We aim to exceed expectations and can work with existing CPAs to plug any areas of need. Charles Tune is Certified Wealth Strategist® and is qualified to assist CPAs with financial planning, wealth management, and all phases of retirement planning.
We recognize a busy lifestyle and offer a “come to you” approach. We provide periodic “monitor to monitor” meetings and “face to face” meetings at the client’s location at least once a year. Instead of wasting time traveling to see a CPA, we arrange to come to you. Charles Tune CPA is committed to delivering a comprehensive service tailored to individual needs.
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