The beginning.
Chuck graduated from Lebanon High School in 1982 and earned his accounting degree at Southern New Hampshire University in 1986, when it was known as New Hampshire College. His published biography traces the path from those local beginnings to his own practice.
The work.
His experience includes tax planning and preparation for closely held businesses, individuals, estates and trusts, alongside personal financial planning. The biography also describes interests in business valuation and litigation services.
The practice today.
The website presents four areas of service: accounting, tax, consulting and advisory, and assurance. It introduces Charles, Joshua, Janet and Jennifer as the people supporting that work.
This account is adapted from the firm’s public history and biographies. It describes the firm, not a customer case study or a claimed client result.
Meet Charles Morgan