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As a Tax Associate at The Colony Group, Charlie helps ensure compliance with all federal and state filing requirements, tax planning and tax preparation for high-net-worth individuals and their business entities. He also assists with developing solutions to complex tax issues through research and collaboration with other team members.
Prior to joining The Colony Group, Charlie was a Tax Analyst at Genwealth Inc., where he started as a Financial Service Assistant.
Charlie earned his Bachelor of Arts in Sociology from UC Santa Barbara, and received an Enrolled Agent in 2021.
Outside the office, Charlie enjoys playing piano, drawing, cycling, playing chess and spending time with his two dogs.