Profile:  Charles E. Hartman, CPA CFP®

2011 will be Charles E. Hartman’s, CPA CFP®, eighteenth tax season. Charles has spent numerous tax seasons working in the public accounting and in private industry environment.  This upcoming tax season, Charles will hang out his own shingle as the owner-operator of Blue Ridge Tax, Inc. located at 42779 Chatelain Circle in Ashburn Virginia. Charles shall provide Certified Public Accounting services specializing in business and individual tax matters through Blue Ridge Tax, Inc. which holds a firm license issued by the Virginia Board of Public Accountancy.

 Charles has extensive tax experience and has spent most of his career helping his clients with various tax issues and has expertise in business and individual tax matters.  Below lists several selected areas of expertise. 

 Charles is a specialist in business taxes and is expert in the following areas:

• Business tax compliance including corporate and partnership returns

• Tax planning, tax deferral and minimization of current year reportable taxable income

• Federal and State defense and support for IRS and State income and non-income tax audits

• Sales and use tax compliance and planning

• Legal entity selection

• Tax provision computation for public and private companies

• Retirement planning for business owners including review of current qualified retirement plans and implementation of retirement plans including 401(k), SEP-IRAs and other retirement plans

• Extensive experience with international tax operations and international tax planning, transfer pricing and other international tax issues  

• Business accounting issues and procedures

• FAS 109 Accounting for Income Taxes specialist

• Service provider to large publicly traded multination corporations

 Charles is a specialist in individual taxes and is expert in the following areas:

• Tax preparation, planning, deferral and minimization strategies

• Analysis of the tax expense impact and planning for the exercise of qualified and non-qualified stock options and §83(b) elections restricted stock

• Coordination of personal tax matters with overall financial planning

• Computation of tax basis in various investments, planning and optimization of the timing of the realization of gains on investments and computation and reportable gains related to disposition of investments

• Distribution planning for retirement plans and analysis of Roth conversions

• Computation of minimum IRA and other retirement plan distributions

• Retirement planning for Schedule C business owners including a review of current qualified retirement plans, assistance with modifications to current plans or creation of new qualified plans

• Schedule C business tax compliance and planning for your small business

• Schedule E compliance for rental properties

• Support for IRS and State audits and notices

• Computation of estimated tax payments

• Payroll taxes and compliance related to domestic employees including the nanny tax

• Multi-state income tax returns

• Foreign tax credits

• Itemized deductions

• Relocation expenses

Employment Background

Most recently Charles was the Income Tax Director for Primus Telecommunications Group, Inc. a multi-national publicly traded company with over 800 million dollars of revenue.  As worldwide head of tax, Charles was responsible for all aspects of the tax group including the computation of the Group’s worldwide tax provision and tax footnote for SEC reporting.  In this role, Charles supported tax compliance on a worldwide basis including income and indirect taxes.

Other positions held:

Tax Director:  France Telecom Group and affiliated companies

Tax Manger:  Global Telesystems Group, Inc.

CPA at several public accounting firms in the Washington DC area

Education:

• West Virginia University – BSBA Accounting

• University of Virginia – MS Accounting (Tax Option)

Certifications:

• Virginia CPA license granted 2009 - active

• Maryland CPA license granted 1994 - currently not active

• CERTIFIED FINANCIAL PLANNER™ certificate granted in 1998 - active

• Holds the AICPA Elijah Watts Sells Certificate for outstanding scores on the November 1993 Uniform Certified Public Accountant exam.  Only 147 certificates issues nationally to CPA candidates sitting for this exam with over 70 thousand candidates setting for the November 1993 exam.

Memberships:

• AICPA and Tax Section

• Virginia Society of Certified Public Accountants

• Loudoun County Chamber of Commerce

• River Creek Country Club –

I enjoy working with all of my clients to meet their tax, financial planning, and accounting needs.  Tax and accounting is something that I am very good at and enjoy discussing with my clients.  Please feel free to reach out to me with any concerns or issues you may currently be facing.  I look forward to working with you as a new client in the near future.

Contact Data:

42779 Chatelain Circle

Ashburn, VA  20148

Phone: (703) 571 201-5268

Fax: (703) 439-2636

Email: chartman@blueridgetaxes.com

Website:  www.blueridgetaxes.com