Charles and Associates

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122 2nd Ave Ste 218
San Mateo, CA 94401
+1 (650) 685-8768

Charles and Associates is a professional services firm based in San Mateo, CA. Specializing in a range of business solutions, the company offers strategic consulting and advisory services to clients across various industries.

With a focus on fostering growth and innovation, Charles and Associates works closely with businesses to develop customized strategies and solutions to meet their unique needs. The firm's team of experienced professionals is dedicated to helping clients achieve their goals and drive success in today's competitive market.

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Reviews

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3.56 reviews
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James Y.
5/4/2025

Been going here for taxes two years in a row. Charles is super informative and very willing to support you with your taxes

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Wendy C.
6/12/2025

This appears to be a two persons business. We have family that uses this service, and we were referred to Charles Zhi. His admin staff was very rude and unfriendly. We were quoted $300 just to...

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Beier D.
7/10/2022

I wish I can give 0 star. High fee charge, wrong information filled in tax return. I have to redo all the tax file again by myself in the last 3 years. The fee goes to 3 times more than...

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William C.
5/3/2019

Very friendly staff and great service. I've done my taxes here for the past few years with no issues. They would help me review my taxes and enable me to get the maximum tax returns. I will...

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Lina Y.
7/16/2020

I am a real estate agent and I am referred to Charles from a co-worker. Charles is really amazing! He is super familiar with all the itemized details related to a 1099 employee. He is very patient...

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