Chartered Financial Strategies LLC

Chartered Financial Strategies LLC

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As enrolled agents, we offer tax preparation, bookkeeping services, and IRS Tax Representation Services (IRS tax help).

06/01/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at (214) 308-9050 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

05/29/2026

Does your business provide complimentary on-site food and beverages for employees? The rules for deducting certain business meals have changed. Beginning in 2026, employers generally can’t deduct 1) meals treated as de minimis fringe benefits, or 2) employer-provided meals that are excludable from an employee’s income and provided for the employer’s convenience on business premises. For the 2025 tax year, generally the former were 100% deductible and the latter were 50% deductible. Contact us at (214) 308-9050 to discuss whether this change will affect your company and how to plan accordingly.

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4686 Mcdermott Drive
Plano, TX
75024

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm