Services

Reliable, Personalized, and Designed for Your Success

At Charles Village Tax Service Inc., we take pride in offering a wide range of tailored financial services that go far beyond basic tax filing. Our holistic approach to tax, business, and financial management is grounded in decades of professional experience, a deep understanding of tax law, and a genuine passion for helping our clients succeed.

We know that each client is unique. That’s why we take the time to understand your specific goals, challenges, and financial landscape before crafting solutions that fit. Whether you’re an individual, a new entrepreneur, a seasoned business owner, or a nonprofit leader, our services are designed to grow with you, adapt to your needs, and empower you through every stage of your financial journey.

1. Income Tax Preparation

We offer professional, comprehensive tax preparation services for individuals, families, and businesses of all sizes. Our tax specialists understand that accurate and strategic tax filing is not just about compliance—it’s about finding every opportunity to maximize your refund or minimize your liability.

We take the stress out of tax season by managing the process from start to finish, providing full transparency, and ensuring that your returns are filed accurately and on time. Whether you’re a W-2 employee, a freelancer, an investor, or a business owner, we carefully evaluate your financial position to ensure you receive all applicable credits, deductions, and tax advantages.

We prepare taxes for:

• Individuals and joint filers

• Families with dependents or multiple income streams

• Sole proprietors and gig workers

• Corporations, LLCs, and partnerships

• Real estate investors and landlords

• Nonprofit organizations

We also specialize in:

• Multi-state tax returns

• Amended tax filings

• Prior-year or back tax filing

• Tax planning for future years

2. Secure Electronic Filing (E-Filing)

Speed, accuracy, and peace of mind—our e-filing services make tax submission seamless. We use industry-standard, encrypted systems to transmit your returns directly to the IRS and state authorities, reducing wait times and enhancing security.

Benefits include:

• Faster processing and refunds

• Immediate acknowledgment of receipt

• Fewer manual errors and rejections

• Environmentally friendly and paperless

• Integration with direct deposit for quicker refunds

We provide full support during and after filing, including tracking your refund, resolving any e-filing issues, and handling IRS communication on your behalf if needed.

3. Business Start-Up Services

Starting a business is exciting—but it can also be overwhelming. We simplify the process by guiding you through each critical step with clarity, insight, and practical tools. From choosing the right legal structure to building a sustainable financial system, we help you establish a solid foundation for long-term success.

Start-up services include:

• Business entity selection (LLC, S-Corp, C-Corp, Sole Proprietor, etc.)

• Employer Identification Number (EIN) application

• State and federal registration and licensing

• Business name search and filing

• Startup budgeting and business planning

• Basic accounting system setup and training

• Tax compliance guidance for new businesses

Whether you’re launching a home-based business, a retail shop, or a consulting firm, we tailor our support to fit your vision and industry.

4. Bookkeeping and Accounting Services

Accurate financial records are the backbone of every successful business. We offer full-service bookkeeping and accounting tailored to your specific needs and reporting requirements. Whether you need monthly statements, year-end reports, or ongoing oversight, we keep your books organized, current, and audit-ready.

Our accounting services cover:

• Monthly, quarterly, or annual bookkeeping

• Chart of accounts setup and management

• Payroll setup, processing, and tax filings

• Accounts payable and receivable tracking

• General ledger management

• Bank and credit card reconciliations

• Financial statement preparation

• QuickBooks setup, training, and support

We ensure you always have a clear picture of your business’s financial health so you can make informed decisions, manage growth, and remain compliant with tax regulations.

5. Estate and Retirement Planning

Planning for the future requires foresight and care. We offer estate and retirement planning services to help you safeguard your assets, provide for your loved ones, and enjoy peace of mind. Whether you’re nearing retirement or simply thinking ahead, we work with you to build a strategic plan that honors your wishes and protects your legacy.

Our services include:

• Inheritance and asset protection strategies

• Trust and will coordination

• Retirement income and withdrawal planning

• Tax-efficient estate structures

• Charitable giving and legacy planning

• Family wealth transfers

We collaborate with legal and financial advisors (if needed) to ensure your plan is cohesive, compliant, and tailored to your unique goals.

6. Credit and Financial Counseling

Financial setbacks happen—but recovery is always possible with the right support. Our one-on-one credit and financial counseling services are designed to help you take control, rebuild your financial health, and make smart decisions for the future.

We assist with:

• Credit report review and repair strategy

• Budget creation and financial goal setting

• Debt reduction and repayment planning

• Saving plans for emergencies, education, or retirement

• Strategies for rebuilding credit after hardship

• Guidance on avoiding high-interest debt and predatory lending

We meet you where you are, with compassion and practical advice that makes a real difference.

7. Property Management Financial Services

If you’re a landlord, property manager, or real estate investor, we provide specialized financial support to help you stay organized and profitable. From tracking rental income to identifying tax-saving opportunities, our services keep your real estate finances on track.

Our property management support includes:

• Income and expense tracking for rental units

• Year-end tax preparation for rental properties

• Depreciation calculations and reporting

• 1099 form preparation for vendors or contractors

• Advice on deductible property-related expenses

• Recordkeeping systems for multiple properties

We help simplify real estate accounting and ensure your tax reporting is accurate and fully optimized.

8. Nonprofit Tax and Compliance Services

Nonprofit organizations face unique accounting and reporting requirements. We understand the importance of staying compliant while maintaining your mission focus. Our team works closely with nonprofits to streamline their finances, ensure transparency, and meet all regulatory obligations.

Our nonprofit services include:

• IRS Form 990 preparation and filing

• State charity registration and annual reporting

• Fund accounting and grant tracking

• Bookkeeping for donations, programs, and administrative costs

• Budget development and financial reporting for boards

• Internal control reviews and policy development

We support both established nonprofits and new organizations seeking 501(c)(3) status or similar designations.

9. Audit Support and IRS Representation

Facing an audit or tax notice can be stressful. We offer calm, experienced guidance and representation throughout the entire audit process. Whether it’s a simple inquiry or a full examination, we ensure you are properly represented and that your rights are protected.

We offer:

• Pre-audit risk assessments and documentation review

• Full representation before the IRS or state agencies

• Resolution of back taxes and penalties

• Assistance with installment agreements or Offers in Compromise

• IRS correspondence management

• Support with tax liens, levies, and wage garnishments

We advocate for you with integrity, professionalism, and confidence—so you don’t face the IRS alone.

10. Year-Round Tax and Financial Consulting

At Charles Village Tax Service, our support doesn’t end on April 15th. We provide year-round consulting to help you make smart, proactive financial decisions across all areas of your life or business.

Our consulting services cover:

• Strategic tax planning throughout the year

• Business consulting for growth and scalability

• Financial analysis and forecasting

• Life event planning (marriage, home buying, education, retirement)

• Investment tax impact analysis (in coordination with financial advisors)

• Ongoing support for major purchases or transitions

By keeping us involved throughout the year, you benefit from continuous guidance and a financial strategy that adapts as your life evolves.

Why Clients Trust Charles Village Tax Service Inc.

Choosing a financial services provider is about more than expertise—it’s about finding someone you can trust. At Charles Village Tax Service Inc., we prioritize relationships over transactions. We are known for our compassion, clarity, and unwavering commitment to our clients’ best interests.

What sets us apart:

• Deep roots in the Baltimore community

• Personalized service for every client

• Decades of combined experience in tax, finance, and business

• A commitment to education, transparency, and empowerment

• Long-term partnerships that span generations

We don’t just solve problems—we help prevent them. We don’t just serve clients—we walk with them on their financial journey.

If you’re ready to work with a firm that listens, supports, and empowers—Charles Village Tax Service Inc. is here for you. Let’s build something strong together.