Chartered Financial Strategies, LLC
Plano, United States (US) · Business Services
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Last verified
May 2026
Overview
Chartered Financial Strategies, LLC is a leading tax preparation, bookkeeping, and IRS tax resolution firm based in Plano, Texas.
We specialize in providing comprehensive tax services to individuals and businesses, including federal and state tax preparation, tax planning, and representation before the IRS.
Our team of experienced enrolled agents focuses on resolving complex tax issues such as tax liens, levies, audits, and offers in compromise, helping clients navigate challenging situations with confidence. We are dedicated to providing personalized tax strategies and ensuring compliance with all applicable regulations.
Chartered Financial Strategies LLC has been serving the Plano and Frisco communities for over 15 years, building a reputation for integrity and client satisfaction.
We offer a range of services including payroll tax solutions, business entity selection, and assistance with bankruptcy and innocent spouse relief.
We specialize in providing comprehensive tax services to individuals and businesses, including federal and state tax preparation, tax planning, and representation before the IRS.
Our team of experienced enrolled agents focuses on resolving complex tax issues such as tax liens, levies, audits, and offers in compromise, helping clients navigate challenging situations with confidence. We are dedicated to providing personalized tax strategies and ensuring compliance with all applicable regulations.
Chartered Financial Strategies LLC has been serving the Plano and Frisco communities for over 15 years, building a reputation for integrity and client satisfaction.
We offer a range of services including payroll tax solutions, business entity selection, and assistance with bankruptcy and innocent spouse relief.
Contact Details
smonohan@cfscorp.net
Plano, United States (US), 6513 Preston Rd
Founded
2008
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#tax preparation
#irs tax resolution
#bookkeeping
#tax advisory services
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