With over 30 years of financial experience, we can provide you with personal financial consulting services.
Retirement and investment planning, saving for your children's college, or real estate sales / purchase - we can 'crunch the numbers' for you and advise you on the best solution for your individual situation.
Call us today to schedule an appointment or visit our Directions and Appointments page for more information.
Our goal is to make your life less taxing.
Charles Coker, CPA can provide comprehensive personal financial advice - looking at the whole picture as it affects your taxes, assets, and liabilities.
Saving money on your income taxes is important, and we can make sure you take all the deductions available. Reducing your debt is important too, and we'll advise you on the best way to do that.
Your home is your greatest asset, and real estate investments are also an important part of your financial picture. We can help you assess your holdings and assist with acquisitions and sales decisions.
Investing for the future, whether its for your retirement or children's education, should be included in your financial strategy. Charles Coker, CPA can advise you on the best investment plan for you.
Changes in your maritial status, job or residence - all can affect your personal financial situation. Give us a call when you have any questions.
We specialize in a variety of personal financial related issues, and can assist you with the following services:
• Retirement Planning
• Investment Portfolio Analysis
• Buying / Selling your Residence
• Represent taxpayers before the IRS
• Investement Property Decisions
• Like Kind Exchanges - 1031
• Saving for your Childrens' Education
• Reducing your Debt
• Home Equity Loans advice
• Household Employee paperwork
• Changes in Maritial Status
• Financial Decisions relating to elderly parents
• Charitable Contribution questions
• Home Office qualifications
• Self Employment requirements
Charles Coker, CPA One Skyline Place, 5205 Leesburg Pike Suite 213, Baileys Crossroads, VA 22041 Phone: (703) 931-3290 Fax: (703) 931-3690 Email:
