Charles Whaley will make sure you plan for taxes. As our Director of Tax Services, Charles oversees all tax operations at The Dental CFO®. His job is to help you understand the tax implications of significant business decisions.
Charles spent seven years working for the Big Four in public accounting. He’s a Certified Public Accountant (CPA), as well as a Certified Healthcare Business Consultant (CHBC). He earned his undergraduate degree from North Carolina State University and his Master of Accountancy from Appalachian State University.
Charles serves on the board of Meals on Wheels-Rowan. He enjoys hiking, playing the piano, traveling, cooking, and cheering on the Wolfpack. He and his wife, Lauren, have two kids and a Cavalier King Charles Spaniel named Ginger.