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Redefining Tax Planning: The Chatterton Vision for Modern Tax Management

Join Chatterton & Associates and Roger Carlson for insight into the enhanced benefits of our recent acquisition of Carlson Accountancy Corporation, and how we are working together to redefine tax planning.

During this seminar, you’ll learn:

Why Chatterton & Associates: Roger Carlson’s decision to team up with Chatterton

The Chatterton Tax Planning Approach: Tax Preparation, Tax Reduction, and Tax Projections

Beneficial Tax Planning Strategies for Your Financial Goals

What’s Next: Upcoming Tax Law Changes You Need to Know

Discover Chatterton’s comprehensive, client-centric approach to managing your taxes, including effective filing methods, minimizing your tax liability, and accurately projecting future tax implications. Our tax and financial professionals will discuss innovative strategies which are tailored to your financial goals and help you stay informed on major upcoming tax changes so you can let go of tax worries and plan for your future with clarity and confidence.

Choose the session below that
works for your schedule:

January 25th, 2024, 11:30 a.m. – 1 p.m.
(Lunch will be provided in the Chatterton office)

January 25th, 2024, 6:00 p.m. – 7:30 p.m.
(Virtual session – Join link will be provided upon RSVP)


The Classroom at Chatterton & Associates
3061 E. La Palma Ave Anaheim CA 92806

If you have any questions, please contact us by calling our office at 714-572-2050, or email us at contactus@chattertoninc.com

Join Redefining Tax Planning  


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