We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Experience and Qualifications

Charles M. Ertel, CPA, EA

From working at Community Bank System Inc, to opening his own practice in 2012, Charles has worked in accounting and taxation for over 40 years. Charles worked his way up to become Controller, Chief Accounting Officer, and finally the Director of Taxation and Capital Planning for Community Bank.  During that time, he learned financial, managerial, actuarial and tax accounting and accounting for stock-based compensation and gained hands-on experience with financial reporting, taxation, capital planning, mergers and acquisitions and running the employee stock option program for the bank. Since retiring from his work at Community Bank in 2011, Charles received his NY and Colorado CPA certifications and has earned his Enrolled Agent designation and will continue to work in taxation.


B.A., Liberal Arts, 1972

  • Also completed accounting coursework at Syracuse University, Rochester Institution of Technology, and Clarkson University.


  • Enrolled Agent (2013)

  • Certified Public Accountant, (2012 NY, 2021 Colorado)

  • Chartered Global Management Accountant (2012)

Activities and Affiliations

  • American Institute of Certified Public Acccount (AICPA)

  • Colorado Society of Certified Public Accountants (COCPA)

  • New York State Society of Certified Public Accountants (NYSSCPA)

  • National Associated of Enrolled Agents (NAEA)

  • New York Society of Enrolled Agents (NYSSEA)