About Chartered

What Makes Chartered Different By the Numbers What Our Clients Say About Us Explore More About Chartered

Who We Are

Chartered is a tax and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 2016, clients have chosen Chartered for our deep expertise and insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. Chartered offers a complete spectrum of tax, accounting advisory services, as well as an extensive portfolio of industry-focused practices with specialized expertise for private companies, nonprofits and social sector organizations.

What Makes Chartered Different

Sure, there are a bunch of accounting firms out there. But look, whether you are an individual, responsible for a family or a business owner responsible for a number of individuals or families, this is a key relationship for you. Because it affects the futures of these people and even their further generations. So besides the cut and dried knowledge of the law, rules and regulations, finance and risk, etc., there are some core philosophies that separate Chartered from many other accounting and business advisory firms.
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By The Numbers

2016

We started with an insurgent mindset and a mission to redefine financial consulting by focusing on results, not reports.

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Since 2016, Chartered has accomplished over 10,000 cases.

50

Chartered has served clients across all 50 states.

What Our Clients Say About Us

As we approached year-end, the business completed a complex management exercise. Chartered eased the pressure of this by providing clear, easy-to-follow accounting papers with well-organized entries and straightforward judgments for auditors. They delivered as promised and quickly addressed queries, making them a pleasure to work with.

Garden Island Fine Dining LLC

Chartered team did an excellent job and exceeded our expectations. The process was complex, but the team’s transactional experience was evident throughout the process, which delivered a great result for the business and the shareholders.

Red Five Inc

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