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COVID-19 Related Announcement  

COVID Safety Protocols are in place. Meeting with Clients by Appointment only. All surfaces in office cleaned BEFORE & AFTER each appointment. PLEASE don’t attend your appointment if you are ill OR if you are still self-Quarantining. Thank you for your understanding.

CIV by ABBEY 10-15-2020 SIZED

WELCOME

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 Bachelor’s 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 72 months I have successfully completed over 445 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 have been a Volunteer Tax Instructor for VITA in Bucks County during 2019 & 2020.  A great volunteer group which provides FREE Tax Preparation for qualified individuals: over 1300 taxpayers 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 and a volunteer with CODE BLUE.

“I would consider it a real privilege to work with you

on this years Tax Preparation.”

PAY ZERO UPFRONT_english_square_                      PAY ZERO UPFRONT_square like__spanish_

                    OR!

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Member in Good Standing_        LARGE HEADER of IRS EA LOGO_

 

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