Charles S.

Experience

• 

  MolenTax

  Jan 2010 - Dec 2022

  Personal interviews with clients while preparing their tax return(s), interpreting and applying tax law to individual and unique situations. Managing outgoing and income phone calls for a financial adviser. Preparing, proofing and submitting investment forms through compliance and individual companies.

  • Tax Advisor

    Sept 2009 - Dec 2022

  • Administrative Assistant

    Jan 2010 - Jan 2011
• 

  Velocity Tax Group

  Jan 2023 - now

  Senior Tax Advisor

  Velocity Tax Group is a Texas-based boutique advisory firm dedicated to crushing the IRS, building and maintaining generational wealth for our clients, and innovating new tools to change the tax and business world. We’re a team of passionate, industry-disrupting, NO BS experts using next-gen technology to the fullest. Enjoy quality high-touch bookkeeping, expert crypto advice, and a venture capital approach to reviewing and completing your individual and business taxes.