Charlene G Moffatt, PC
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We are a full-service CPA firm serving Allen, Plano, McKinney, Frisco and other surrounding cities. Charlene G Moffatt, PC concentrates on working with individuals and businesses to minimize their tax liabilities. We are dedicated to providing personalized high quality tax preparation, accounting and payroll services, QuickBooks support, and consulting at competitive rates.

We work with businesses to customize a plan that will meet their accounting needs so that accurate and timely financial information is available for them to use in managing their operations. Charlene G Moffatt, PC is a friendly, informal firm that values the long-term relationships we have built with our clients. As a small firm, we have the ability to tailor our services so we can focus on meeting the needs, preferences, and budgets of each of our clients.

We strive to provide outstanding professional services which are personalized, accurate, and timely. Our Online Office brings financial services directly to you, enabling you to more actively participate in your financial management.
Services
Charlene Moffatt is a Certified Public Accountant licensed in the state of Texas and affiliated with the Texas Society of CPAs (TSCPA) who is passionate about working with her clients to meet their tax and accounting needs.
She began her career more than twenty-five years ago at one of the big four accounting firms in Canada where she provided a variety of services before moving to the owner-managed business department.
She found her niche there making a difference helping small businesses.
After obtaining her designation, she left public practice for a number of years broadening her experience while holding various positions in property management, telecom, and construction.
Tax returns and filing instructions have been prepared for many individual clients each year.
Whether your company is a C Corporation, S Corporation, Partnership, or Sole Proprietor we can assist you with your tax return preparation.
Tax planning and forecasting services for individual and small business clients is a core competency.
Effective tax minimization begins with a strategy in-line with overall objectives.
We offer customized bookkeeping services for small businesses, tailoring our services to suit your specific needs.
Charlene G Moffatt, PC is a tax preparation firm that understands the difficulties of preparing and filing your taxes.
Our CPA's will work with you to navigate the new tax laws introduced last December in the Tax Cuts and Jobs Act, maximizing your deductions and putting into place effective strategies to reduce your tax liability.
We are a small, friendly CPA firm that delivers personalized attention and exceptional support.
We take the success of our clients seriously, and you'll appreciate our competitive pricing and flexible schedule.
If you own a business, tax compliance can be time-consuming and overwhelming.
Tax laws are constantly changing and it is easy to miss a deduction or due date.
At Charlene G Moffatt, PC, our qualified CPA's are committed to remaining current on the latest tax laws, codes, and potential deductions to ensure your taxes are filed correctly while saving your business as much money as possible.
Are your accounting records in a mess?
No Problem!
If you own a small business and have not kept up your bookkeeping, don't worry.
At Charlene G Moffatt, PC we understand that navigating the many layers of tax policy and code can be overwhelming for individuals as well as businesses.
Our team is here for you, whether you are an individual looking for tax advice or a business that's looking to increase the bottom line with additional deductions.
Our CPA's will work one-on-one with you on tax planning and preparation, suggesting strategies to minimize tax liabilities, maximize cash flow, and keep you on track to meet your financial goals.
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