FUTURE IRS ENROLLED AGENT
Welcome to C.A.C. Financial Services! I’m CharVon Claudrick, founder & CEO, and your new tax professional. I’m a proud mother of three children and a forever young grandmother of one. My family is amazing! They provide me with the energy I require to stay moving forward in this game called LIFE.
Before I chose the path of becoming an Independent Tax Professional, I worked for Jackson Hewitt Tax Service (one of the biggest competitors in the tax industry) as a tax preparer for over five years. During that time, I recognized that many tax preparers file your taxes with little to no communication, only looking up to hand you papers to sign at the end. As a result, many taxpayers have no clue about their tax obligation beyond what they’re due or what they owe! I realized then that there was a great need in our community to carefully explain to clients the results of their tax return.
Taking the initiative to not only prepare taxes but to also educate my clients was met with great gratitude. My clients recognized and appreciated my concern and willingness to take the time to help them understand their tax liability. As a result, in 2009, I was inspired to establish C.A.C Financial Services. Since then, I have had the pleasure of successfully providing complete, accurate and confidential services that taxpayers appreciate and find beneficial.
Taxes are not “one size fits all”! I enjoy helping clients on a personal level because I understand that every taxpayer’s situation is unique. I will help you with conducting tax research, outlining your options and developing an execution plan that fits your individual financial goals. I want to change the perception of “Tax Season” and knowing that I can help make a lifetime financial difference in someone’s life serves my greatest purpose.
Over the past ten years, I’ve had the pleasure of working closely with the finest members of our community, including independent truck drivers, beauticians, and home-based childcare businesses. I’m always helping individuals, as well as small business owners, get the most out of their hard-earned money. My experience and continued education have allowed me to thrive as a tax professional. In addition to my fourteen years of experience, I’ve earned my Associate’s degree in Accounting and also my Bachelor’s degree in Business Management. Most importantly, as your tax professional, and as is required by the state of California, state of Nevada, and the IRS, I renew my tax credentials annually through continued education designed to keep me informed of the latest tax updates, laws and ethics.
I am also a member of the National Association of Tax Professionals, where I have access to year-round tax knowledge through seminars, workshops, and classes. Taxes do not have to be restricted to one time of the year. I am available to my clients whenever there is a need.
At C.A.C Financial Services I take pride in educating taxpayers to be aware, to stay informed and to take action about their finances. I look forward to working with you.