About Charles

charlesimagePERSONAL NOTE:

Okay, so I know it says “About Us”, but I figured I would stop using the “royal we” here. I mean, who am I kidding? This is really “About Me” I’m Charles Markham and I am the principal of Markham & Company LLC and I have been in the tax business for more than 30 years at this point. I love both preparing taxes as well as fixing tax problems. I guess that means I like to keep people out of trouble and if they do get in trouble, I am your “Tax Guy” to get you out of trouble.

On the page below, are some of my professional credentials and I also have a ton of client testimonials, too, but let me just put it this way:

I am a total tax nerd, and I like it that way.

If you are looking for a tax professional, I may be your new tax accountant. But let me explain it like this. I don’t take on just anyone. I look for people who want an ongoing professional relationship in their life. I am loyal to my clients and my clients are loyal to me. If you just need help with this one issue or have this one form you are trying to figure out, please call someone else. I want to get to know you, your family, and your financial concerns. I want to be sitting in a tax seminar some day and when I learn a new tax strategy, have your name come to mind because it could apply to you, and not be able to wait to get back to my office to email you about it. That’s just the way I am. And I want to keep you out of any tax problems and I want to give you the sense that I have your back. I want you have to peace of mind when it comes to your taxes. Life has enough craziness to it.

Now, if you’ve come to me because you’ve got a really messy tax problem, don’t worry. I like those, too. Really, really messy ones. With lots of history and crazy things that have happened, or maybe you’ve just been completely oblivious to the whole matter and in complete denial. I can work with that. So big messes don’t scare me, and you don’t have anything to be ashamed of. I am your confessor. I have heard it all, and am only here to make things as good as I can. If you are a regular tax preparation client what’s good to know that is that such a substantial portion of my practice is dedicated to tax problem solving. It means that if a problem ever happens, I know how to take care of it.

Read the FAQs and reach out to me and see if I can be of any assistance to you. Let’s get to work.


Curriculum Vitae
Charles R. Markham, MST, EA, USTCP

Education:   Bachelor of Science from M.I.T. (1984) Master of Science in Taxation (with distinction) from Bentley University (1995) Fellow of the National Tax Practice Institute (2005)

Current Licenses:  Admitted to practice United States Tax Court; Licensed Massachusetts Property Tax Assessor (CMR 58.3.1), IRS Enrolled Agent (30+ years), CPA (passed exam in 2021, license pending in State of Florida)

Previous Licenses: NMLS Mortgage Loan Originator (NMLS 159096), State  Commissioner of Banking approved mortgage branch manager, Securities Series 7, 6, 63, 65 licenses (FINRA CRD 2514833), Life/Health Insurance Producer.

Speaking:  NATP Certified Speaker at the state chapter level.  Charles is eligible to present NATP approved materials to local NATP state chapter events.  If you are planning an NATP educational event and are looking for a speaker, please reach out to Charles.

Professional:  In private practice, practice includes both general tax preparation with problem resolution, expatriates, state and local (SALT)  and a large amount of representation.  I have successfully represented $500 million corporations before state tax tribunals as well as assisted numerous individuals in resolving their state and IRS tax problems.  My professional approach is tailored to the individual situation at hand.  Always probing IRS procedural avenues to find new paths to tax practice and procedure.

Engaged to write and review questions for the IRS Special Enrollment Examination – Part III, Practice and Procedure.

Appointed to the IRS Enrolled Agent Test Specification Committee (2015, 2020) and IRS Enrolled Agent Standard Setting Committee (2016, 2021).

Elected to the national Board of Directors, National Association of Tax Professional (2021 —   ), Appointed Chair of NATP Ethics Panel. (2021), Finance Committee (2022)

Selected by FINRA, the Financial Regulatory Authority, a self-regulatory organization that regulates the securities industry to serve as an Arbitrator to hear securities industry disputes.

Moderate LinkedIn Group, Enrolled Agents, with over 2,000 members.

Publications:  My recently published articles include: Mortgage Modifications Can Result in Significant Tax Savings Due to Forgotten Capitalized Interest, Journal of Taxation, September, 2016 Life after Ridgely:  While Some  Contingency Fee Restrictions Have Been Lifted, Practitioners Should Be Mindful that Reportable Transaction Rules ApplyJournal of Tax Practice and Procedure, Vol. 17, No. 5, 2015  and Intractable Tax Problems? Consider a Congressional Referral, Taxpro Journal, Fall 2015; Vol. 22 (3) ISSN 1536-5875‎.  My author’s page of published and ongoing research can be found on SSRN here.

Political: Formerly, elected municipal and county official (1998 to 2021).  Norwell Housing Authority member, (2018–2021),  Planning Board member, Plymouth County Charter Commission Chairman and Board of Property Tax Assessors. As a member of the Tax Assessors,  successfully represented the municipality before the state Appellate Tax Board.  I view this role as my opportunity to see things from the “taxing authority’s point of view”.  As a municipal and county elected official, have also served on and chaired numerous boards.  I retired from holding public office in 2012, but this turned out to be only a sabbatical, as I was asked to run for Housing Authority in 2018 and so I did and won.  This was however, for now, my last public office for the foreseeable future.

Associations:  Elected to the national Board of Directors, National Association of Tax Professional (2021 —  present ), Appointed Chair of NATP Ethics Panel. (2021), Finance Committee (2022)

Member of American Society of Tax Problem Solvers, NAEA and NATP, current Consulting member, Tax Defense Institute.  Previously appointed by the NAEA Presidents to serve on the national Bylaws Committee and to the Government Relations Committee.

Do you still want to cyber-stalk Charles a bit?

Every so often people call me, and I mean, wow!, they’ve been checking me out!  Whew!  Lucky for me there’s no skeletons in my internet closet.  Anyway, I am going to make it easy for you.  You’re wasting your time on Facebook and Twitter.  Yeah, I have accounts, but I’m too old for that stuff, not much there, nothing really interesting.  I have previously participated very actively on a website called “Elance” (which sadly was shut down), my ‘handle’ on that site is ‘TaxStrategies’.    There is also a website called JustAnswer and I also answer questions on that site and my name is “TaxWhisperer”, I think you can locate my conversations as all chats there are a matter of public record.   On the local Eastern Massachusetts Better Business Bureau, I am rated A+, but I can’t use the logo or anything, because I would have to pay an annual fee to do that. I am also on Angie’s List.  There are others, but those come immediately to mind.  If you want me to add to this list, I will.  Happy stalking.  Oh, and here’s my LinkedIn profile.

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