Skip to content

Charles Whaley, CPA, CHBC

Director of Tax Services

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.

Talk to Our Team of Dental Practice Experts

Whether you’re looking to improve your practice or you want to expand into multiple locations, we have the answers and the team to support your goals. Schedule a complimentary 30-minute consultation to see how The Dental CFO can help you.