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.”