Charlotte has provided sophisticated tax strategies for successful individuals, families, and businesses for more than 28 years. With an understanding of their lifestyle and background, Charlotte’s clients appreciate her prompt responsiveness and attentiveness. She also has extensive experience working with trusts, partnerships, employee benefits, and S Corporations.
In addition, Charlotte has been a leader in TravisWolff’s staff development, training, tax continuing professional education (CPE), as well as improving processes and quality control.
Certifications
- Certified Public Accountant (CPA), Texas
- Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
Education
- BA, Letters, University of Oklahoma
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Member)
- University of Oklahoma Alumni Association (Member)
Awards & Recognition
- Top 10 score on the Uniform CPA exam in Texas
