Charles Tune Certified Public Accountant has provided traditional CPA services for the past 40 years serving business and individual clients in Texas, New Mexico, Colorado and Oklahoma. Our services were expanded in 2006 to integrate other aspects of our clients’ business and professional lives that are essential to overall efficient planning strategies and meeting goals, our Under One Roof strategy.
Our focus is on tax planning, financial planning, wealth management, and retirement planning. Tax planning is a vital part of our practice but only as a byproduct of our financial planning and wealth management services for individuals and our retirement plan strategies for both individuals and businesses. Business retirement plans includes both qualified and non-qualified strategies while our individual retirement planning covers a wide range of options.
In 2012 Charles Tune CPA attained the designation of Certified Wealth Strategist® – CWS. A Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.