Biography

Charlie has practiced public accounting since 2015. He has been with Moss Adams since 2018, working with closely held family businesses and private clients.

Charlie services clients through identifying tax planning opportunities, tax compliance, and handling taxing authority examinations. He spends most of his time with flow-through entity tax structures. Additionally, Charlie serves as the regional tax technology leader for the firm.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accounting and finance, University of Nebraska-Lincoln
  • MS, accounting, University of Nebraska-Lincoln