President and Your Tax-Taming Superhero (Who Happens to Be an Accountant)

With over 30 years of experience wrestling numbers into submission, Chuck is the go-to guru for individuals and small businesses.

Think of him as your financial Obi-Wan Kenobi: wise, witty, and always one step ahead of the IRS.

So, what makes Chuck so special? Well, for starters, he's like the Michelangelo of tax returns: he can sculpt a masterpiece out of even the most mangled pile of receipts.

He's also a walking encyclopedia of business smarts, especially when it comes to start-ups, trusts, and estates. Basically, if your finances are a tangled mess of Legos and Play-Doh, Chuck is the only one who can turn it into a functioning rocket ship (or at least a halfway decent tricycle).

But beyond the brains and brawn, what truly sets Chuck apart is his personality. This guy is a less stuffy accountant, more laid-back life coach with a sprinkle of mad scientist. He has a way of teaching you so that you have a better understanding of the entire tax process.

Chuck is a proud father and grandfather. He and his bride Donna have been married for over 55 years and they love to laugh, travel, and explore this world together.

Andrea is the Vice President of Charles Allia accounting. What this means for this small company is, she does it all. From Accounting to Zeroing-It-Out and everything in between.

When Andrea earned her degree in 2001, she started helping her dad while he was still working out of his home in 2002. Together, Chuck and Andrea moved the business out of the house to where they are now.

Andrea prides herself on accuracy and saving people money. She knows the ever-changing tax laws can be frustrating. By keeping current with continuing education, she can understand and implement the tax laws so that you don’t have to.

Andrea feels fortunate to work side by side with her father daily. This is apparent when you walk into the office and can hear them joking and teasing each other. In her free time, Andrea likes to relax with her husband and daughter. Family time includes spending time at the beach, traveling, trying out new restaurants or just snuggling on the couch with their kitty watching T.V.

Kathleen is originally from Long Island, NY and is our financial administrator. She has had her degree in accounting for over 10 years and helps us with bookkeeping, accounting, and tax returns. She specializes in Foreign Expat returns, Foreign Earned Income Exclusion and Federal Income Tax Case History and Rulings. She loves a good challenge of an unusual case and approaches all matters with compassion and mindfulness.

As a mother to 4 and grandmother to several, she knows the importance of family first. In her free time, Kathleen can be found at her happy place, the beach. The beach and the ocean are where she goes to recharge her soul.

Julie is the face that will greet you at the front door, or maybe you’ll just hear her voice answering the phone when you call in. Julie is here to support Chuck and the gang with all aspects of the office workflow.

She grew up in the greater Seattle area where she was an emergency 911 dispatcher for 2 decades. When it was time to hang up her headset, she joined her husband Brian as a Realtor until they retired to sunny Florida where Brian was born & raised.

Julie and Brian have 5 children scattered across the country, several grandchildren and 1 adorable puppy. They love to spend their free time lounging in the sun, floating in the pool, and traveling.