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Charles Dean Smith, Jr.

CPA
Partner, Franchise Team Leader
New Bern

How Charles got here

Charles Dean Smith Jr. was exposed to small businesses at an early age, as his family owned a large commercial seafood and trawling business in Eastern North Carolina. He knew early in high school he wanted to be an accountant to help small businesses and started by contributing to his family business’ accounting functions.

With more than 25 years of experience, Charles focuses on providing manufacturing, distribution, restaurant and retail clients with tax compliance and consultation, with a focus on C corporations, S corporations and related shareholder issues, multi-state compliance and accounting method changes in myriad industries, including, but not limited to, consumer products and retail, agribusiness, real estate and professional services. He has also worked with several large national franchise groups for the past 20 years providing tax compliance and planning services.

How Charles can help you

Now, as a small business owner of three UPS Stores, two in Myrtle Beach, South Carolina and one in Ocean Isle Beach, North Carolina, he pulls on his own experiences to help others. Understanding the many hats they have to wear, Charles assists small business owners in all 50 states on various tax and financial planning matters. That includes being there at the inception of their venture, helping them through the entire life cycle of the business. He’s with them the entire way from making payroll in the early years to expanding their enterprise, investing extra cash to preparing for retirement, succession or acquisition.

Focus Areas:
Business Tax; State and Local Tax

Industry Area:
Hospitality; Retail Franchises; Restaurant Franchises; Medical Franchises; Construction and Real Estate; Manufacturing and Distribution

Contact Charles

“Never depend on single income. Make investment to create a second source.” Warren Buffet