Charles Tune CPA/CWS, "A New Breed of CPA", delivers over 40 years of experience in financial planning, wealth management, and retirement strategies. A New Breed of CPA works with clients in a new and different way. We build a relationship model - selected from our Menu of Services - that delivers value to our clients where the benefit derived will be greater that the price of our services. We will exceed your expectations. If you are happy with your current CPA, but feel something is lacking, we will - if you choose - work with the CPA to fill and plug the gap. Charles Tune, CPA CWS -Certified Wealth Strategist® - is well qualified to expand the CPA practice into financial planning, wealth management and all phases of retirement planning including design and implementation of both qualified and non-qualified plans. With your busy lifestyle in mind, we follow a "come to you" approach by meeting at your office, home, or conduct our meetings via technology. Our approach is periodic "monitor to monitor" meetings and a "face to face" meeting at your location at least once a year. No longer do you need to waste valuable traveling to a CPA, we arrange to come to you.

Phone: (833) 436-8863