Wealth X Taxes

Every Tax Dollar You Overpay Steals from Your Family’s Legacy.

See how you could save thousands by using tax strategies designed for high-net-worth entrepreneurs and real estate investors.

Happy Clients

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The High-Earner’s Tax Dilemma

Are Taxes Draining Your Wealth?

For business owners and high-earning real estate investors, tax strategies can mean the difference between barely keeping up and truly building wealth.

Overpaying in Taxes

Many high-net-worth earners miss out on tax savings due to complex tax codes, and CPAs who deliver only tax preparation, and no tax planning.

Missed Opportunities

Without proper guidance, you could lose thousands in potential deductions and credits each year.

Here’s What Our Clients Are Saying

Real Results, Real Savings

The Wealth by Taxes Difference

Turning Tears of Loss into Tears of Relief

"We were devastated and in tears when faced with a six-figure tax bill for our three thriving businesses. It felt unfair, like we were losing what we had worked so hard to build.

Our CPA dismissed our concerns, saying his job was only to file taxes, not save us money. But after one year with Charles Hopkins and Wealth by Taxes, we saved over $100,000!

We cried again—this time, tears of relief. We’re finally keeping more of our hard-earned success."

- Marcus

Reclaiming Peace and Partnership

"Our tax debt spiraled to over six figures, putting immense strain on our marriage. We came to Wealth by Taxes seeking just an IRS installment agreement.

After their thorough review, we learned our previous accountant had missed seven figures’ worth of deductions. Wealth by Taxes amended our last three years, and we received a substantial refund—completely wiping out our tax debt.

Now, we’re not only free from that tax stress but investing that refund into our future together. They gave us back our peace—and each other."

- Dr. Kam

From Paying the IRS to Building My Legacy

"As a multimillionaire businesswoman, I knew I was losing far too much to taxes. Each year, it felt like I was just writing seven-figure checks to the IRS with no way out.

I’d worked hard to build my success, yet my wealth growth was slow, because I was paying too much to Uncle Sam. Then I met Charles and his team. They didn’t just lower my taxes; they eliminated them entirely.

Instead of paying the IRS, I’m now investing in real estate and building my legacy. Wealth by Taxes gave me back my financial freedom!"

- Donna

Wondering if you've been overpaying in taxes?

Take our Quiz, and you’ll know right away.

Our Projects

How Our Process Works

Strategize & Plan

We begin with a focused strategy session, analyzing your financial situation to build a custom tax blueprint that aligns with your goals.

Execute & Adjust

Our team applies the strategies, fine-tuning as needed throughout the year to keep your taxes minimized.

File & Save

We complete your filings, showing you the realized savings, with the ultimate goal of driving your tax bill as close to zero as possible.

Testimonials

Our Clients Are Saying...

"Working with Charles has completely changed my business and real estate investments. As a business owner with a 7 figure tax bill, I've had some very detailed and sensitive tax situations that have required not just expertise but strategic vision. Charles has both in spades. His customized approach to tax planning helped recognize deductions that I wasn't aware of and used strategies that have drastically reduced my tax burden. I appreciate most that he's proactive instead of reactive-not just doing taxes but advising on future financial steps, enabling me to reinvest my savings for maximum impact. If you're serious about growing your wealth and protecting your assets, Charles is the partner you need."

"As an investor in multi-family properties, with over 200 doors, I have enough on my plate without having tax surprises. Charles has been a lifesaver. He just gets it. He's creative, and almost always finds ways to save money that I'd never have thought of on my own. And him and his team are super responsive. You don't know how nice it is to get answers fast when you need them. Working with Charles has taken the weight of taxes off my shoulders so I can focus on what I do best. Smart, down-to-earth, and seriously committed to helping people like me keep more of what I make."

You're Successful, So Your Tax Strategy Should Be To

Wealth by Taxes partners with elite entrepreneurs like you to eliminate unnecessary tax burdens. You’ve worked hard to build your empire—now it’s time to keep more of what you’ve earned. We’re here to guide you, offering expert strategies that save you millions and help you reinvest in your future.

Guaranteed Results

We focus on legally minimizing taxes while maximizing wealth-building opportunities.

Expert Guidance

Our team specializes in tax strategies for high-net-worth entrepreneurs and real estate investors.

Profit without worry

The Successful Entrepreneur's Guide to Keeping More of Your Money Through Smarter Tax Strategies

GET IN TOUCH

Have A Question?

We’re here to help with any questions you may have about reducing your tax burden and maximizing your savings. Reach out today to start a conversation.

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Here's What Clients Have Been Saying:

Charles and his staff are top notch. They have always helped me out and gone above and beyond!!!

Charles did a great job resolving an issue that one of our clients had. Initially there was a miscommunication between our mutual client and one of the tax accountants, but regardless of fault, Charles went above and beyond to resolve the situation. They may have not been perfect initially, but once the issue was brought to their attention, they did everything possible to ensure the complete satisfaction of our mutual client. This is the type of service that I appreciate and want shared. Good Job Charles and team! I was very impressed on how you handled the situation.

It was a pleasure to work with Charles. He turned what I previously thought was a daunting task into a great experience. I trust him with my personal and business taxes and highly recommend his services. Plus, you can schedule right from his website for convenience!

First year to hand my taxes off for preparation. I contacted Hopkins based on a referral from another financial professional. Very satisfied and glad I did. Highly recommend them.

Wonderful experience. Would highly recommend. Can't wait to work with Charles further.

Charles and Sanel are really great. They have been helping with a tax situation for 3 years. They are very professional and diligent. I would highly recommend them.

I have had the opportunity to work with Charles & Crystal for a while now. I refer all of my clients to them for tax preparation and ALL of my clients leave them feeling very happy and well taken care of. I can't recommend them enough and it's great as a bookkeeper to have someone I trust to send my clients to! Thanks guys!!

Very professional and informative; So blessed to have Charles work on our small business tax returns and look forward to using him in the future. Having him as a consultant impacted me in more ways than I could imagine and l left our meeting excited about the future of my small business.

Sanel was extremely helpful, clear and direct in our free introductory consultation. They didn't try to sell me on unnecessary services, and in fact advised against them when I went over my tax situation. I would recommend this firm to anyone.

After puzzling for days over how to properly report some changes in my tax situation last year, I finally decided it was best to contact an expert. I chose Charles after reading another glowing review from a customer (who, like me, was a self-employed freelance designer), and I couldn't be more pleased with my experience. Not only did he help me understand how to file my taxes for my new situation, he showed me tons of deductions I was missing, and the result was that I owed even less than I expected! I'd highly recommend Charles as a tax preparer. He's awesome!

I found Charles through a friend and I'm glad I did! I walked into the meeting initially with anxiety worrying I might owe money. Not only was this much easier than doing it myself, I also walked away with a couple grand for my return! That beats the $7 | got back last year any day! Do yourself and your pocketbook a favor and get your taxes done here.

Excellent service! Thanks guys for the hard work and I look forward to working with your team in the future.

They were fast and efficient, and priced competitively. Crystal and Charles both helped me with my past due taxes. Something that gave me anxiety for years. Thank you so much for getting me caught up basically over night:-) I am using them again this year and forgot I already write them a 5 star review I wanted to write another :

Charles is simply awesome! He can handle any tax issue you may have. I can't say enough about how professional he is, yet gives you a sincere personal touch.

I would highly recommend Mr. Hopkins. He was very patient and asked so many questions that I hadn't even thought of. He was trying to make sure that I got every penny back. He is so knowledgeable and quick. I also loved that he came to my home. That was a huge time saver. I will continue to use Charles for our taxes.

Best tax firm ever! Working with Charles and Patti has been a joy. They have saved me a ton on my tax return for my small business, personal income, and rental properties. They even found a substantial amount of refund money! Great operation. Very affordable as well.

Very pleasant visit. We were impressed with Mr. Hopkins and his staff as well as the professional atmosphere. Mr. Hopkins was very cordial, knowledgeable, and made us confident that we would like to be clients. This was our new client appointment.

We've known Charles for years both from the time he working at Apple and when he branched out to preparing taxes full time and in all that time he's been informative, kind and thorough. Explains everything, looks for things we've missed and helps explain stuff we don't understand. He's offered advice and assistance with our new ventures and we'll be using his firm for years to come.

Highly recommended. Professional, friendly, fast. Helped find deductions Id missed in the past.

Charles handled our 2016 personal tax return in an efficient and timely manner, asked all the right questions, found us some savings I wouldn't have found on my own, and generally met or exceeded all our expectations. We later had some additional tax planning questions and called him for advice; he offered wise counsel on those as well. We are glad we found him and recommend him highly based on our experience.

I have been working with Charles for roughly 11 years now. He and his staff have always been super professional and incredibly helpful! They put forth every effort to provide quality customer service to ensure that you are put in the best financial position possible.

January 14, 2013, Chad was Charles' client Charles is the absolute best tax accountant I have ever met. Before I met Charles I had a professional accountant preparing my Taxes in Dallas who had been doing it for 30 years. I never got the results from him I get with Charles. If you need your taxes prepared in a professional and detailed manner by someone who cares about what he does. You need him!

Charles is the man. I've never had such a seamless and hassle free experience. I would and will recommend him to anyone.

Charles is a great guy. He travels to you and he explained everything clearly about our taxes, even gave tips on how we could save money for next year. If you want someone trustworthy to do your taxes then go with this guy.

I thank Charles for taking the time to sit down with my husband and me and to go over our taxes so thoroughly. I am thankful that so many errors were found and corrected. He is great to work with and I would recommend his company to others.

Charles is great. He always answers any questions and walks me through my taxes to make sure I'm not forgetting anything.

I met with Charles for the first time this year and he was extremely helpful! Not only did he help me to prepare and file my taxes, he also taught me the reasoning behind the things he was doing. It was a very pleasant experience and I would suggest that everyone give him a try. He is very personable and social as well :).

Charles is the man. He has been helping us with our taxes for the past year or so. I have always been a DIY taxes guy, but things were getting too complicated for us this past year with multiple small businesses and a home purchase. It has been really nice to be able to hand off things to our accountant. First thing, Charles is TRUSTWORTHY. That's the most important thing when dealing with financial matters. Sadly, that cannot be taken for granted in today's world. Secondly, Charles knows his stuff and will save you money. Thirdly, he is a great guy and very accessible. One of the best parts of working with Charles is that his price includes tax consulting throughout the year. I would encourage you to take advantage of his advice any time and not just during tax season. It will end up saving you time and the money in the end.

Just had my first phone consultation. I feel I'm in a deep pickle and a friend recommended me to them because they helped her. I must say after talking to Charles I don't feel as nervous now. They shoot you straight and give other options that may better suit your situation. Can't wait to take the next steps.

Working with Charles for our taxes this year was a blessing! Not only was he knowledgeable, experienced, kind, understanding and fun to work with, he was also genuinely invested in preparing us for years to come. The overall experience was custom tailored to our needs and very informative. I would recommend anyone, from personal taxes up to big business to Hopkins Tax and look forward to working with Charles and team for years to come!

Charles is a wonderful person and an expert on Tax and Accounting. I'm very glad to have met him and that he agreed to do my taxes and consult with me. After working in multiple departments of the IRS myself including time as a Workleader and Classroom instructor, I was very motivated to find an expert who could handle my tax filings properly now that l'm once again self employed. I believe Charles is a great example of an Enrolled Agent and I wish there had been more people like him in the Customer Service Department of the IRS where I once worked.

Charles is a wonderful person and an expert on Tax and Accounting. I'm very glad to have met him and that he agreed to do my taxes and consult with me. After working in multiple departments of the IRS myself including time as a Workleader and Classroom instructor, I was very motivated to find an expert who could handle my tax filings properly now that I'm once again self employed. I believe Charles is a great example of an Enrolled Agent and I wish there had been more people like him in the Customer Service Department of the IRS where I once worked.

I have known Charles for a few years now, and he has always impressed me with his professionalism and knowledge. What an entrepreneur! He has been helpful to me personally, advising me on navigating the tax ramifications of certain investment decisions. I have found him to be one who thinks outside of the box and who has a sharp mind for picking up on what is important in any set of information. I recommend him to anyone who needs a great tax guy!

Charles was very professional and quick to give me the answers I needed. He was very knowledgable about write-offs and deductions and helped me add a few hundred bucks to my refund - in just a quick 20 minute phone call. Call Charles if you feel overwhelmed by taxes (most everyone) and have any questions (most everyone).

Sharp and Savvy, these business consultants and accountants have been thoroughly guiding us through complicated tax and business matters. They re organized and intelligent... just the type of professional your business needs.

This was our first year using a professional to help with our taxes. We had an idea of what the results would be and wanted a 2nd set of eyes. Charles went above and beyond my expectations! Not only is he knowledgeable, he helped us to plan for future years & how to be in a better situation moving forward. He was patient as I asked several questions trying to gain a better understanding of it all. He's creative; helping us to think of ways to maximize our situation. I'm so pleased with the experience and results we received from this company and would definitely recommend him to others. Thank you again Charles!

Been using Hopkins for years, always great service!

Professional, personable, and caring. Charles is an expert at what he does and will undoubtedly help anybody to the fullest. Thank you and I'll see you next year.

Charles really is the best. He takes the time to get to know you, your future goals, and your interests. And he's saved me quite a bit of money on returns in the past 🙂 I'd recommend Charles to anyone.

I was in the process of buying home and needed some clarification about receiving gift money. I reached out to Charles and he was nice enough to hop on a call for a quick consultation. Got all my questions answered, thanks again Charles!

I've used Hopkins for the last 2 years, after my regular tax guy retired after 20 years together and haven't regretted it. They're very caring and make prompt corrections if we discover a difference or mistake, which is always critical for customer service when dealing with complicated tax returns.

I've been with them for 3 years now and they are absolutely through the roof. Fantastic. They helped me get a $10k+ refund for a past years filing, and have saved me quite a bit of money on the years since. The staff responds promptly. The main thing I appreciate is that they always call the IRS and do any other related tasks on my behalf. No up charges or anything like that. Just helping me in every way.

Charles is amazing! The first year we used him, I was dealing with lots of 1099's for contract work and I hadn't paid any estimated taxes. When we'd tried to do it online ourselves, the amount we owed was huge. Charles was able to meet us and work with all our complex stuff and find places where we hadn't considered taking deductions. The amount we owed was greatly reduced and he got us set up on a payment plan. He also got me set up on estimated taxes for the next year, and, along with some guidance on when/where/what to claim as business deductions, this paid off majorly this year! Charles is super personable and friendly, and really takes the time to talk with you and discuss your entire situation. He really knows his stuff and I cannot recommend him enough. Worth. Every. Penny.

Charles is incredible. Hard to detail everything he did for us, but let's just say that Turbo Tax calculated that we would receive a $20 return, and Charles found us over $600. He came to our house to do our return, fielded multiple calls and emails after, and was professional the whole time. Very, very thankful for Charles!

I can not express enough how knowledgeable and helpful Hopkins Tax and Consulting was when I came in this past week to get help on my tax return. In 2018 I had a lot of life changes and was unsure on many different aspects of my return. Charles Hopkins (also the founder of this company) personally helped me dissect my return to get me the best possible outcome. He not only showed me the different ways to file according to my situation but also walked me step by step through it all to find the best strategy. If you want that personal feel and diligence on your tax return they can help you no matter how complicated your taxes may seem whether you have a business or something more personal like I did....they'll take the time to make sure it is done right the first time.

Finally someone we can trust with our well being. Charles is fantastic.

Very pleased with Charles and his team. He was very careful to find everything that would benefit me on my tax return. He also provided feedback and recommendations for me that is beneficial for my future business growth.

I have been using Hopkins for two years now and I have been very pleased with my experiences, especially during the Times Of COVID. Scheduling was easy and they were very thorough in my preparation. Easy to upload necessary documents. They take the headache and navigation out of tax prep for the self-employed.

My husband and I have been using Charles since 2012 and year after year he goes above and beyond when filing our business's income tax. To begin, he comes to our business which is HUGE and majorly convenient. He also makes sure we get every penny back possible, also another major plus for a business owner. Charles makes the process so incredibly painless and smooth, an ideal way of operating while filing taxes! Several of our friends have obtained help from Charles with their taxes and every single one of them speaks very highly of their experience. Please do yourself a great favor and call on Charles to help you.

I had never used a professional before to do my taxes. Since I bought a house I decided it was time to do so. After some research I stumbled across Charles. I really liked how he had resources available on his website and could easily set up an appointment online. On the first call, Charles was very approachable and immediately felt comfortable with him. I had all my forms ready to go when we met the second time and had my taxes done in an hour and a half max. His services also include free consultation throughout the year!

Charles and his staff are amazing to work with. I have known him both professionally and personally for 20 years and you will not meet a better person. They will help you maximize your return while providing a fast and pleasant experience. Excellent tax accountant and a great person to be around.

I've used Charles and his firm for almost 20 years now. I've consistently received excellent service from him and his team. They are diligent and responsive while providing a great experience for me. There were challenges this year due to Covid that are not typical which did cause delays, however all necessary extensions were filed on my behalf and communicated to me. Best you can ask for!

Awesome experience with Charles! He had great advice for someone like myself who contracts 1099s

Charles is the best! He completed returns for us for 3 years now. He even amended our 2013 tax return and found additional deductions to get us a bigger refund!

Charles has been doing my taxes for the last 5 years. He helps me save every dollar possible when preparing my taxes. Throughout the year he offers tax planning advice and is always available to answer any questions I have. I've also recommended him to several friends who have had great experiences as well.

A very down to earth experience. Also, up to date with technology giving you the freshest information out there. Went there for my first free consultation and will definitely continue doing business with them.

I am a small business owner and my husband is an engineer (read: very black and white) and Charles and his team have been AMAZING to work with... I cannot recommend him enough and so excited to FINALLY find a CPA who responds, is thorough and is personable. We will be working with him for many years to come!

Charles has been preparing my taxes for several years and now helps many of my family and friends. I highly recommend his services! Best in the business - I wouldn't go anywhere else!

Charles has done my taxes for three years (two years of small business taxes and one year of simpler W2 filing) now and it is always a great experience. He is knowledgeable, friendly, and quick to explain the forms and why your return looks the way it does. I reccomend everyone I know here for their tax filing needs.

This firm is a marvel of efficiency and professionalism. We were impressed with the sheer enthusiasm Charles Hopkins has for helping people manage their money. He is honest, hardworking, and smart. This company demonstrates high standards of integrity while treating people the way they want to be treated. Charles helped us find several ways of taking allowed deductions which we had not thought of.

Charles and his team are top notch. They often find opportunities for us to reduce our tax burden or catch things that we would miss if I had to do our taxes ourselves. They are always very professional and very responsive. I am so glad we got referred to the team and look forward to recommending them to others. Thank you for the great service and for maximizing our tax return with all the recent changes!

I contacted Charles shortly before the filing deadline because I was unsure if I had handled a new rental property correctly. Charles was able to review what I had in my return, answer a few questions I had, and provide clarifications and suggestion in some other areas. I really appreciated his help and advice!

Charles is not only a great CPA; but a great person as well. While I had only set up an appt for 2 hours Charles and I went through ALL of my documents for 3.5 hours and was gracious enough to not charge me extra. He is handling my 2014 & 2015 filings and I have a feeling this will be the start of a fruitful and lasting business relationship.

Charles handled the situation like a champ. Overall this team is growing and like many small businesses working to keep customer experience front of mind. I commend Charles for his approach and total commitment to his customers success. I'd highly recommend working with Charles given the opportunity.

This is the best accounting firm l've ever worked with. And I had the same accountant for 15 years. They are so friendly and respond quickly with every call or email I sent. they also did my taxes in 2 days so I could get unemployment during COVID. I would highly recommend this firm!

Charles is so thorough and diligent and is always on your side. For taxes being such a stressful topic - he does put you at ease! Thankful I chose him to work with and grow with as I am a business owner myself!

Excellent service! Very professional and also if you go to their office, the staff is very accommodating. I think this has been the best tax advisor l've encountered so far. Highly recommend. They know what they're doing.

Charles and Crystal are amazing! We saved so much money Annnnnndddd Their costumer service skills are one to award. We personally felt like our case was a mess but they seemed to take it on with no worries and they did! It's cleared up, we paid less than expected and actually enjoyed the process working with a tax company! Even their phone staff and office clerk rocked. So so so thankful for this company. We will definitely be using them every year after.

Charles is simply awesome! He can handle any tax issue you may have. I can't say enough about how professional he is, yet gives you a sincere personal touch.

Im not sure ive ever had such a professionally enjoyable experience in ANY transaction. Charles is THE man!!! Im blown away by his expertise and personality. He's a real human who cares and connects with his clients. Such a joy and and someone i can't recommend enough. Thanks to Charles and his wonderful team! Thnk u thank u thank u

This is my first season completing taxes. Charles Hopkins was truly amazing!! He simplified the confusing tax lingo and helped set up a plan for the next tax season. I will be returning because of his excellent service and compassion for the job.

I met with Charles to interview for a position within his organization. The whole process was very positive and unlike any interview I have been to! He seems very open minded and smart. I am really impressed reading about how he started his own consulting service. He seems very compassionate and gives back to the community doing volunteer programs like VITA. I think I will definitely learn a lot working for him.

Charles has done my taxes for the last 4 years, maybe 5. He has always done an excellent job and is always very eager to help me in any way he can. I would highly recommend him to anyone for taxes. He is very caring, personable and takes as much time to answer questions and explain things as you need.

Professional service, great advice, and excellent process.

Professional, hardworking, friendly, and incredibly helpful. He cares about each person he works with. I recommend him for all tax needs.

Working with Charles has been an exceptional experience. For several years now he's helped my husband and I streamline our finances, gain significant returns, and is always insightful and thoughtful about meeting our specific financial and tax needs. Highly recommend!

I got referred to Charles from a neighbor and he did not disappoint. He came to my house, chatted with me, and saved me hundreds of dollars!!! Charles was exactly what I was looking for, professional, smart, kind, and awesome! I am recommending him to all my friends and family.

I've met with Charles the past two years in tax season and both times have been such a great experience. I've pointed 5 or 6 of my friends to him for consultation, and it's easy to do so without any hesitation. He knows what to look for once it comes time to file, and he's offered so many good tips on tracking the right kinds of expenses throughout the year between meetings.

This was the fourth year we have used Charles, he has always done a great job for us

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