To increase financial literacy among individuals and offer attainable financial solutions to help build generational wealth through entrepreneurship, business ownership, investing, and informed spending.
Our team at Charmed Financial Solutions has over 20 years of tax, accounting, and financial services expertise. As business owners ourselves, we understand the importance of every business owner maintaining a healthy financial position in both their personal and business lives. We take the time to meet with each client individually to understand their overall goals and to help them achieve the life they want through developing a strong financial roadmap.
Founder/CEO
Hi! I'm Chelsey and I'm the Founder of Charmed Financial Solutions, where we make money manageable. I am a licensed CPA, Insurance Agent, and Realtor® in the state of Maryland with a Master’s in Business Administration focused on Executive Leadership.
I have over 20 years experience working in various fields of finance, tax, and accounting. I began my career in public accounting working for one of the top firms in world and worked internationally training accountants in a multi-billion dollar company. I spent three years as an adjunct professor teaching accounting and my passion for educating grew!
As a business owner with a heart for my community, I have developed a passion for helping individuals as well as small to medium sized business owners with financial, tax, & business strategies and accounting best practices.
I have helped hundreds of tax payers save thousands of dollars on taxes with proven tax strategies. My goal is also to educate my clients, high-earning self-employed individuals and business owners, to help them take control of their financial lives so they are only paying their fair share and have enough to enjoy the lives they have worked hard to achieve. I want you all to understand how to make more money in the most tax efficient ways.