Charlie is a shareholder with a primary focus on assurance. His practice includes tax and consulting for family business groups. He also is a Certified Forensic Accountant.
Charlie's career spans more than 35 years, beginning in 1980 with R&A predecessors Fox & Company and Grant Thornton. From 1988 to 2011 he was managing partner at other Tucson accounting firms, merging back into R&A in 2012. His areas of expertise include real estate, construction, manufacturing, Sarbanes Oxley compliance, and fraud risk assessments, reorganizations and debt structures, financial services, employee benefit plans, not-for-profit organizations, and captive insurance companies.
Charlie holds a BS in business a administration with an emphasis in accounting from the University of Arizona. He is a licensed CPA in Arizona and Oregon, a member of both the American Institute of CPA’s (AICPA) and the Arizona Society of CPA’s (ASCPA) and is a Diplomate of the American Board of Forensic Accounting (ABFA).
A leader in the Tucson community, Charlie is president of the World Players of Handball Foundation. Charlie and his wife, Jodi, grew up in Tucson and have four lovely daughters and six granddaughters.
o Audit, Compilation & Review
o Captive Insurance
o Employee Benefit Plan Audits
o Debt Restructuring
o Real Estate
o Financial Services