ABOUT US
The foundation of The Tax Solutionist distinctiveness is their team’s unparalleled expertise. The firm boasts professionals with an impressive array of credentials, including Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Kingdom Advisor (CKA), Kolbe Certified consultant and Certified Tax Coach (CTC).
Each of these certifications represents a significant commitment to excellence and a deep understanding of various aspects of financial management.
OUR PEOPLE
The Mind Behind The Tax Solutionist
Charles Hart CPA, PFS, CFP®, AIF, CKA, CTC
Founder / Principal
Founding Member of the Caldini Institute
Founding Member of Land Wise Partners
OUR MISSION
In the crowded field of Tax Planning services, The Tax Solutionist stands out as a model of excellence and client dedication. What makes The Tax Solutionist unique? It is not just their extensive array of credentials or the impressive experience they bring to the table, it is using AI that works solely on tax planning for the future. The Tax Solutionist is a diverse and highly qualified team that is dedicated to planning and looking to the future.