Trusted financial guidance
We’ve built our reputation on a strong foundation of accuracy, integrity, and proven results, earning the trust of Boston families who rely on us for dependable, high-quality service year after year.
How we serve Boston with purpose
Charles P. Smith Financial Services began with a simple idea: families deserve straightforward, honest guidance through complex financial and legal matters. Over the years, we've earned the trust of more than a thousand clients by doing the work right, every time.
Charles P. Smith
Is a trusted tax and financial services professional with over thirty years of experience serving individuals and families throughout the Boston area. Known for his accuracy, integrity, and commitment to results, Charles has built a strong reputation by providing reliable tax preparation and personalized financial guidance tailored to each client’s unique needs.
In addition to tax and financial services, Charles also provides assistance with immigration matters, passport applications, and notary public services, offering clients a convenient, one-stop resource for essential personal and business needs. His hands-on approach, attention to detail, and dedication to client service have made him a respected and long-standing presence in the Boston community. Clients rely on Charles P. Smith for clear guidance, dependable service, and solutions they can trust year after year.
Numbers that tell our story
Measurable results built on trust and hard work
Clients served
Families and individuals across the Boston area
Years in business
Decades of consistent service and professional excellence
Service areas
Core services covering tax, immigration, passports, and notary
Ready to get started
Schedule your consultation with our team today and take the first step forward
