Charlotte's Webb Financial Services

17/04/2025

Most people don't start work until 9 am correct? So why do people feel like they can call self employed people at 8 am? I never understand why people call or text me between 7pm and 9am about what I consider to be my job?

26/02/2025

Republicans are about to cut Medicaid but most MAGA are the ones who use it! 71% of Republican voters said don't mess with it! This is so they can give extend tax breaks to the rich!

13/02/2025

IRS warns taxpayers of refund delays that are slashed if you select certain option when filing – see if you’re affected
Source: The US Sun

TAXPAYERS are being warned about refund delays but you could speed up the process by selecting a specific option when filing. It comes as Americans claimin

07/02/2025

09/01/2025

Tax time is rapidly approaching. Schedule your appointment using my calendar.

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar. If you don't see the type of appointment you want you may need to select a different type to get the date and time you want.

17/01/2024

Happy New Year! The tax season will be starting soon. Due to unexpected challenges last year my calendar was closed and I was not available to help clients who opted to wait until after Sept 1, 2023 to try to schedule an appointment. This means many clients will be scheduling for multiple years returns creating less available appointments. Book your appointment now, so you don't have to try to get in at the last minute.
Please remember that tax season is just that, a season, Feb to April 15. After April.15th I have other obligations that consume my time, meaning I am not available. Also be mindful that I have other clients so offering me money to "slide you in" isn't an option as there are only so many hours in a day and I do require sleep.
Remember take sure you have all your documents ready for your appointment. If you have a business and need assistance with your bookkeeping, you should attend a Bookkeeping Bootcamp class.

19/10/2023

Nothing like having accounts receivable's, that income that shows up when you expect it. Planning accordingly can make your numbers flow.

21/01/2022

Tax Time is here! Schedule your appointment and make sure to download the checklist and app to upload your documents. You can choose to upload your documents and stay at home while we do your tax return for you.
Parents don't forget to keep the letters you get from the IRS about that advance child tax credit as well as that last Stimulus check as it has to be reported.
Office hours MWF 10 to 7pm Saturdays by appointment only.
510-985-9322

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar. If you don't see the type of appointment you want you may need to select a different type to get the date and time you want.

01/12/2021

Whew, Its been a long year! As of Nov.30,2021 we will be closed and not assisting clients with any tax related services. Emails won't be checked and calls will not be accepted on my personal line. The 2022 calendar is open for scheduling appointments.
Thank you all and have a wonderful Holiday!

27/11/2021

Its here! The Business Bookkeeping Bootcamp
use SBSAT for surprise discount until midnight Monday

Come and get a hands on training to get your business finances and bookkeeping in order. Walk away knowing your income and expenses to date