CWR Financial Services, LLC is committed to helping our clients make the best financial decisions by providing professional financial services with personalized individual attention.
CWR accomplishes this mission by adhering to these important principles:
- Regular client communication and highly personalized service
- Protection of client confidentiality
- Delivering services promptly
- Offering a full range of financial services
- Staying abreast of the latest financial information through continuing education
- Strictly adhering to the requirements of IRS Circular 230, Enrolled Agents Code of Ethics and the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility
Charles W. Register, EA, CPB is
the founder and principal of CWR Financial Services, LLC.
He is an Enrolled Agent, authorized to practice before the IRS, a Certified
Public Bookkeeper, a Certified QuickBooks ProAdvisor®, and a fee-only
financial planner.
Professional Experience
Prior to starting the firm, Mr. Register spent 25+ years as General Manager of a group of independently owned retail stores, well known throughout the Southeast for its personal service and broad selection of merchandise. His responsibilities included every area of small business management including personnel, sales, operations, inventory control, merchandising and purchasing.
Throughout the years he has assisted many family members and friends in setting up and running small businesses, preparing their tax returns, and assisting them with their financial planning needs.
Certifications and Affiliations
As an Enrolled Agent, authorized to practice before the IRS, Mr. Register can fully represent his clients in all matters to do with the IRS, from tax preparation to problem resolution. In the event of an examination of a client’s tax return, Mr. Register can represent his clients to the highest level within the IRS.
As a Certified Public Bookkeeper (CPB), he possesses the knowledge, skills, and experience to accurately and productively provide bookkeeping, payroll, and accounting services to help small business owners improve their financial condition, profitability, and cash flow.
As a Certified QuickBooks ProAdvisor®, he can offer the small business client clear and concise guidance to fully implement the proper accounting system to meet the needs of the industry they serve, as well as providing complete bookkeeping, accounting and payroll services.
As a Fee-Only Financial Planner, Mr. Register is committed to offering his clients completely objective assistance in meeting their financial planning needs. CWR does not sell mutual funds, stocks, bonds, insurance, annuities or any other commissioned product. We are only compensated by client fees for our financial planning services.
Education
Mr. Register graduated in 1981 from Valdosta State University with a Bachelor of Business Administration with a major in Accounting.
He successfully completed Standard Level and Advanced Level Courses in Federal Taxation from the National Tax Training School in 2000 and 2001 respectively.
He was licensed to practice before the IRS as an Enrolled Agent in 2004 by successfully completing the IRS administered Enrolled Agent Examination and background investigation.
He received the Certified Public Bookkeeper (CPB) certification in 2007 by demonstrating the knowledge, skills, and practice experience required for the certification.
He successfully completed the QuickBooks certification requirements for 2004, 2005, 2006, 2007 & 2008 to practice as a Certified QuickBooks ProAdvisor®.
He successfully passed the NASD Series 65 - Uniform Investment Adviser Law Examination in 2005.
Mike Ferguson