Angela C.
5/14/2020
Charlotte has helped me stop dreading tax season. She is personable and takes the time to understand your current financial state and help you realize where you want to be. She sets you up with...
Charlotte's Webb Financial Services
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(5)
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1151 Harbor Bay Pkwy Ste 207C
Alameda, CA 94502
History
What began as a hobby for a young college student grew into a business as friends and family began referring others. Every year clients would call and drop off their forms. In 2015 Charlotte decided to move from her mobile office to Alameda's Harbor Bay. Not realizing it, she had accomplished her dream of an office on the water and 100 % self employed. Helping the everyday person accomplish their dreams is what Charlotte does. Come in for your tax assessment and see.
Specialties
We specialize in Individual and small business tax return preparation. We teach our clients how to maximize their deductions while living their best financial life! In addition to tax preparation, we provide bookkeeping services, 1:1 and group trainings on tax strategic planning and small business development from a financial view.
Also at this address
Reviews
4.05 reviewsKwana H.
5/24/2025
Charlotte is quick with your taxes and gets the job done. Her services are convenient. All you have to do is schedule an appointment and pay for the time spent. We have a choice to make an...
Midnight S.
10/6/2020
Charlotte's wisdom, skills, support and encouragement goes beyond her expertises with taxes and investigation, as she freely shares her knowledge. In our meetings she has always inpsired me to...
Clayton C.
12/11/2019
I hired Charlotte Epps-Stowers on 10/2/19 as a private investigator to retrieve documents, she asked for a certain amount of money, I gave her 3 times the amount asked for. Right after I paid...
Sara E.
12/26/2019
Charlotte helped my partner and I incorporate as an LLC and gave us great advice as first time home buyers on the logistics around our goals with renting and developing some land in the future....
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