Don’t Let Tax Season Catch You Off-Guard. Let’s Get You Prepared!

Hello, we are here to help you! Completing your taxes does not have to be an intimidating process. With Personal Tax Services, you can relax and trust that your taxes will be done affordably and accurately.

PHONE: (727) 251-1941

EMAIL: Charlotte@taxesbycharlotte.com

For more than 35 years, Personal Tax Services, under the leadership of Charlotte Johns-Rich, has provided over 400 clients the motivation to proactively implement a plan to take control of their tax obligations. We help individuals and entrepreneurs comprehend how to minimize owing taxes while adhering to and complying with IRS regulations. For individual tax returns, we inform clients of tax credits and deductions that will lower calculated tax assessments. Furthermore, Personal Tax Services provides services to small businesses in record maintenance that includes identifying methods to track income/revenues and expenses incurred.

ABOUT US

OUR MISSION

We are a Christian-based, ethical company that provides professional, affordable, accurate, and reliable tax preparation and year-round accounting services to individuals and small businesses while assuring the completion of their tax returns are in compliance with requirements set forth by IRS.

OUR VISION

Our vision is to provide the best options allowable to reduce tax obligations for new and current clients by building meaningful relationships that evolve into a continuous trust in our brand and services.

OUR VALUES

We value integrity, privacy, and accountability. With these values guiding our decisions, we hope to provide quality customer experiences, accessibility to tax information, trustworthy relationships, tax strategy education, and authentic, secure transactions.

  • Always Professional!

    Ms. Charlotte is always professional and very responsive! She keeps me updated in the tax return completion process.

    -Tracy J.

  • I Couldn't Be More Pleased!

    Charlotte Johns-Rich has been completing my business and personal taxes for the last three years. She has completely removed the burden of trying to make sure everything is accurate and aligned to the IRS protocols. She is knowledgeable and professional and gets things done in a timely manner. Charlotte Johns-Rich works in the best interest of her customers and I couldn’t be more pleased with her services. I highly recommend and support her.

    -Garrett’s Lawn Care & Tree Service

  • Very Knowledgeable!

    Charlotte is very knowledgeable about her job experience. She is always willing to help. I've never had a question go unanswered.

    -Samuel F.

Hello, Nice to Meet You!

My name is Charlotte Johns-Rich. I have served as Tax Preparer in the Tampa Bay Area since 1986. I began Personal Tax Services after attending Eckerd College for Business Administration with an Accounting focus. I found that I enjoyed helping individuals and small businesses maximize their tax savings through strategic planning. I have worked each year continuing my education to stay current with all information regarding taxes.

Below are my credentials to serve you:

- Completed the Internal Revenue Services comprehensive exam to qualify as a Registered Tax Return Preparer.

- Completed 2 levels of individual and business tax returns updated courses at H&R Block.

- Annually completes 15 hours of Continue Education courses of Federal IRS Updates and Ethical Standards.

- Maintains annual registration of the Preparers Tax Identification Number with the Department of Treasury Internal Revenue Services.

- Completed the Continuing Professional Education “EITC Due Diligence Best Practices” course.

- Completed the Continuing Education Care Act Stimulus Federal Tax Law course.

- Completed the IRS Tax Exempt & Govt Entities Division Office of Exempt Organization “Introduction to 501(c)(3) Tax Exemption” course.

 I can do all things through Christ who strengthens me.

Philippians 4:13

Contact us.

Are you ready to get your taxes in order? Reach out to us to help you with your tax return or set up your business profit/loss accounts and tax returns.