Charter Accounting & Tax Service

Charter Accounting & Tax Service is an Accountant in Alpharetta, GA, located at 1020 Cambridge Square STE A. The firm provides accounting and tax services to individual taxpayers, startups, and large corporations. Their specific offerings include bookkeeping, audit assistance and preparation, full tax services, financial reporting and planning, tax optimization and compliance, payroll management, budgeting, and forecasting. They handle tax planning, preparation of personal and business returns, and correspondence with the IRS and state agencies. The firm also manages QuickBooks for businesses and provides part-time financial expertise for companies that do not need a full-time Chief Financial Officer. The business holds a 5.00 rating based on customer reviews.

Deborah Daniel, the lead CPA, has been practicing since 1989. She holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in Economics from Mercer University, as well as a Master of Business Administration in Finance from Georgia State University. Her professional background includes tenure at John Portman & Associates, a large real estate development and management company, and she maintains ownership in real estate investments that inform her advice on tax, investment, and financial planning. Deborah began her career as an entrepreneur and has purchased and scaled four smaller accounting firms into Charter Accounting, which now serves a client base of over 1,000 ongoing clients. She leads the Atlanta Chapter of eWomenNetwork, Inc., where she has developed networking strategies to support business growth.

The firm emphasizes a client-centric approach, helping clients understand financial data and identify the numbers that matter most. They provide customized pricing packages designed to be transparent and competitive, ensuring clients pay only for the services they require. Data security is maintained through industry-standard measures, regular system updates, and audits, with team members undergoing rigorous training to ensure confidentiality. The firm handles complex scenarios, including previous year amendments and complicated business returns, while also offering guidance in investment planning and wealth creation strategies.

Charter Accounting & Tax Service is recognized for its positive rating from the customers who have reviewed it. This reputation is built on decades of experience, with Deborah Daniel bringing over 30 years of entrepreneurial and accounting expertise to the Alpharetta community. The firm’s ability to scale multiple practices and serve more than 1,000 clients demonstrates its capacity to handle diverse financial needs with precision and care.

By combining deep technical expertise in tax and accounting with a personalized approach to financial planning, Charter Accounting & Tax Service delivers reliable support to businesses and individuals in Alpharetta, GA.

The firm is situated on Cambridge Square, approximately 0.1 miles from Alpharetta Highway and 0.3 miles from South Main Street. It is also near North Meadow Park, which is about 0.4 miles away.

BizScoreAI awards Charter Accounting & Tax Service a perfect 100 out of 100 for Schema & Structure score. This excellence ensures that AI assistants and search engines can clearly understand the business and its services. The business also achieves a strong 85 out of 100 for Performance score. This high speed keeps visitors on the page and supports better search engine rankings.