TaxConnections


Charles Eugene Woodson, EA

Tax Advisor/Fiduciary Coach

Horizon Planning
San Diego, California, USA

Tax Preparation; Trusts And Estates

Professional Summary

Tax preparation for individuals beginning in 1976
Teaching tax professionals from beginning to advanced in a wide array of tax areas
Tax preparation for trusts and estates (1041, 706, 709)
Teaching tax professionals in correct filing for estates and trusts income tax returns
Editor for tax training materials for The Income Tax School
Author and editor for tax workshops for California Society of Tax Consultants
Client representation for audits and other tax inquiries - Enrolled Agent
Client representation for tax inquiries from CA Franchise Tax Board
Seminar speaker for various tax related topics
25 years in financial planning (licenses relinquished after sale of business)

ACTION ITEM: Leading Expert and Fiduciary Coach to families dealing with trusts and estates. Contact me to handle all trust and estate matters seamlessly for you.

Contact Tax Advisor/Fidicuary Coach Chuck Woodson at 858.277.8780

Learn More

Languages

  • English

Industry Experience

    • Consulting Firm

Interests/Hobbies

  • Reading
  • Outdoor sports
  • Movies

Birthday

February 20

Experience

Horizon Planning
San Diego, California, USA 92123
Tax Advisor/Fiduciary Coach
Tax Preparation; Trusts And Estates
1996 - Present
Tax preparation - US income taxes, estate and trust income taxes, estate taxes,
Tax planning and compliance - US income taxes
Bookkeeping (QuickBooks ProAdvisor)
Payroll services
Client organization services

Education

BS, Mechanical Engineering 1972
California State University - Northridge
Northridge, California, United States

Professional Certifications

Enrolled Agent
Active
1985
Personal Financial Planner
Active
1988

Associations and Societies

  • California Society of Tax Consultants (President of San Diego Chapter 1991)

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