COVID-19 Related Announcement Valid from : 1/12/2021 – 4/15/2021
COVID Safety Protocols are in place. Meeting with Clients by Appointment only. All surfaces in office cleaned BEFORE & AFTER each appointment. Temperatures of All persons in Appointment will be checked and the wearing of Masks, is Required. All persons will be asked to answer COVID related Health Questions as it relates to their Health Status at time of appointment. Thank you for your understanding.
to a Fascinating
Part…of my World.
My name is Charlie Wasserott IV and I am an ENROLLED AGENT & Senior Tax Specialist able to handle all types of Tax Preparation, including State Returns from All States and All the Local Tax Returns involved.
I have extensive ‘Personal’ experience and Tax preparation experience, in Small Business, Retirement, Real Estate & Rental Property Activities and Charitable Giving, and you will find that I am quite knowledgeable and proficient in Social Security, Medicare, Health Insurance, and Investment Tax Issues, as well.
I owned and managed a Respiratory HOMECARE business for 37 years with extensive sales, relationship marketing, human resources, accounting and tax experience. I personally handled all of the Accounting as well as the preparation of my own Corporate and Personal Tax Returns, the entire time, without the instance of any audit.
I have a Bachelors Degree in Mass Communication from King’s College along with completing the Pennsylvania Middle School & High School Teachers certification in History, from King’s College, as well. I held a Pennsylvania Real Estate license for 20 years and I have worked as a tax preparer for H&R Block for 3 Tax seasons and in 2019 successfully completed my first Tax Season as an Independent Tax Preparer. In the last 48 months I have successfully completed over 375 hours of accredited Tax Law & Theory coursework. In 2018 I earned the coveted appointment, by the IRS, of ENROLLED AGENT and, as all Enrolled Agents, I have been granted the unrestricted right to represent any taxpayer before the Internal Revenue Service. In 2019 I was appointed by the IRS as a Certified Acceptance Agent which allows me to submit, from my office, anyone’s application for a New ITIN or ITIN Renewal. I am a Volunteer Tax Instructor for VITA in Bucks County since 2019. A great volunteer group which provides FREE Tax Preparation for qualified individuals: over 1300 alone in 2019.
On a more personal note, I am an Eagle Scout, and was also a Scoutmaster for over 20 years. I had been married to Louise Wujcik Wasserott for 45 years, before her passing, and we have three(3) children and four(4) ‘tremendous’ grandchildren. I am active member of Our Lady of Guadalupe, Roman Catholic Church in Buckingham Township.
“I would consider it a real privilege to work with you
on this years Tax Preparation.”