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office building of Charlesworth Financial Services


With over 30 years of tax experience, we approach financial planning with a tax-smart lens. 

Check out our FINRA status at BrokerCheck


Charlesworth Financial Services, LLC

We bring the expertise of a CPA and outstanding customer service to every tax return we prepare, whether it’s for a business, individual, payroll or sales tax. We do more than just input numbers. We look at the big picture to ensure that clients are doing everything they can to maximize deductions and minimize tax.
Good bookkeeping is the core function of a properly run business. As accountants with practical business experience, we are highly qualified to assist with your bookkeeping on a variety of levels depending on your needs, whether that’s helping you do your own bookkeeping, periodically taking a look at your books throughout the year, cleaning them up at year-end for tax preparation, or completely keeping your books for you. We focus on keeping our fees for this service reasonable so every business owner can have the advantage of the best financial information to help run their business. If you’re using QuickBooks or want to start using QuickBooks, we can train you and be a valuable resource as questions and problems arise.
When it comes to income tax preparers, many are like a final destination on the annual journey: you tell them where you have been, but they don’t help you with where you are going. It helps to develop a road map that compliments your tax and financial situation. Since we offer other Financial Services, we can be your GPS and help guide you on your financial path. We want to help you pursue the right financial turns throughout the year to your financial destination. Are you looking for a new CPA, tax preparer or different financial route? Call Charlesworth Financial Services at 219-531-9519 or click on the New Client tab below to send us your basic information.

Retirement Planning, Education Planning, Tax Planning, Accounting Services, Investment Management, Cash Flow and Debt Management, Family Risk Management,
Business Planning and Special Situations Planning.

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