Chuck is very knowledgeable about all kinds of taxes. I am a Lesbian, and my partner and I got married in 2008, when you could in California. Chuck knows how to negotiate our tricky returns -- married for the California returns, but sort-of-single with the federal. We also were audited by the IRS last year, in part because of our high charitable deductions, and he represented us at the audit, without us even being present. The audit came out very well for us, and we were grateful for his knowledge and ability to communicate with the IRS. If you are looking for a warm, chatty person,...
I was referred to Chuck Roth by my corporate attorney. He said he would be ""no-nonsense"" and ""down to business"". And at first, that's exactly what it was. But after three years of HAPPY returns for both my company and myself, I'm delighted to work with my CPA. After reviewing previous returns filed with my former accountant, he's gone back and found missed deductions. This is the guy I want in my corner!
+ Brilliant with the numbers
- If you're looking for average, look elsewhere
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