A short introduction to our team members and why their background should inspire confidence.
Charles Hopkins II, EA
Founder & President
Charles is the driving force behind Wealth X Taxes, combining nearly two decades of experience with a deep passion for helping clients build and protect their wealth. With a background as an accountant for industry leaders like Dell and Apple, Charles brings corporate-level precision and strategic insight to every engagement. His energetic and innovative approach makes tax planning a powerful tool for clients, allowing them to turn tax savings into generational wealth.
Rose Lora
Senior Accountant
Rose, known affectionately as "Rookii," combines her expertise in bookkeeping with a unique ability to make complex financial concepts accessible to clients. She is deeply committed to empowering clients with clarity and understanding, ensuring they feel secure and informed in their financial journeys. With her client-focused approach and dedication to excellence, Rose is the ideal partner for entrepreneurs and investors who value both insight and transparency.
Beanne De Claro
Senior Accountant
As a natural leader with extensive experience in bookkeeping, finance, and payroll, Beanne brings confidence and precision to her role as Senior Accountant. Her proactive approach and strategic mindset enable her to tackle complex financial challenges head-on, ensuring clients receive clear, actionable insights. Beanne is the trusted expert that high-net-worth clients can rely on to manage their financial landscapes with accuracy and vision.
Dyan Bellen
Operations Assistant
Dyan is the backbone of Wealth X Taxes’ operations, dedicated to ensuring a seamless experience for every client. With her strong background in executive support and account management, she is meticulous, organized, and genuinely committed to client success. Her attention to detail and focus on client needs make her an invaluable asset to high-net-worth entrepreneurs and investors seeking excellence in service.
Our Team
Our Team
A short introduction to our team members and why their background should inspire confidence.
Charles is the driving force behind Wealth X Taxes, combining nearly two decades of experience with a deep passion for helping clients build and protect their wealth. With a background as an accountant for industry leaders like Dell and Apple, Charles brings corporate-level precision and strategic insight to every engagement. His energetic and innovative approach makes tax planning a powerful tool for clients, allowing them to turn tax savings into generational wealth.
Rose, known affectionately as "Rookii," combines her expertise in bookkeeping with a unique ability to make complex financial concepts accessible to clients. She is deeply committed to empowering clients with clarity and understanding, ensuring they feel secure and informed in their financial journeys. With her client-focused approach and dedication to excellence, Rose is the ideal partner for entrepreneurs and investors who value both insight and transparency.
As a natural leader with extensive experience in bookkeeping, finance, and payroll, Beanne brings confidence and precision to her role as Senior Accountant. Her proactive approach and strategic mindset enable her to tackle complex financial challenges head-on, ensuring clients receive clear, actionable insights. Beanne is the trusted expert that high-net-worth clients can rely on to manage their financial landscapes with accuracy and vision.
Dyan is the backbone of Wealth X Taxes’ operations, dedicated to ensuring a seamless experience for every client. With her strong background in executive support and account management, she is meticulous, organized, and genuinely committed to client success. Her attention to detail and focus on client needs make her an invaluable asset to high-net-worth entrepreneurs and investors seeking excellence in service.
Dyan is the backbone of Wealth X Taxes’ operations, dedicated to ensuring a seamless experience for every client. With her strong background in executive support and account management, she is meticulous, organized, and genuinely committed to client success. Her attention to detail and focus on client needs make her an invaluable asset to high-net-worth entrepreneurs and investors seeking excellence in service.
Dyan is the backbone of Wealth X Taxes’ operations, dedicated to ensuring a seamless experience for every client. With her strong background in executive support and account management, she is meticulous, organized, and genuinely committed to client success. Her attention to detail and focus on client needs make her an invaluable asset to high-net-worth entrepreneurs and investors seeking excellence in service.
Dyan is the backbone of Wealth X Taxes’ operations, dedicated to ensuring a seamless experience for every client. With her strong background in executive support and account management, she is meticulous, organized, and genuinely committed to client success. Her attention to detail and focus on client needs make her an invaluable asset to high-net-worth entrepreneurs and investors seeking excellence in service.