I met with Chuck and I would agree with the other reviewer that he is a bit condescending​ as if I wasn't well prepared enough for him with my spreadsheets​, last years returns, notes, 1099 forms, deductions organized in a spreadsheet​, etc. He seemed very disinterested in helping me with my taxes which prompted me to, at the end of our meeting, ask "is this something that you're comfortable with taking on" to which he replied (very aloof) "yeah but not until May". There were a lot of mannerisms​ like, scratching his head in frustration​ and dropping his hands on the table as if to say, this is ridiculous​. I felt as though I was wasting his time when I drove to his office and am more than prepared to pay his $300 per hour rate. Eventually​, while trying to set up​ a time/date in May he told me that he has changed his mind and no longer wants to work with me. I believe it to be because​ I corrected him on the dates that he sent me to schedule from. He had sent me an email saying that he is available May the 10th, Friday but, May the 10th is a Thursday. So, I simply wanted to be clear on which date to schedule. I am sure that he didn't like being "corrected" even though I was nothing but courteous​ with him the entire time. Most of my emails began with, "thank you again for taking the time to meet with me" and ended with "I appreciate​ your assistance​" etc. Basically, things he should be saying to me as the client (not vice-versa​). Instead, he was short and uninterested in his responses and in our meeting. I felt uncomfortable and judged as if I was some kid that didn't know what I was doing and it was up to him whether​ he wanted​ to waste his time with me or not. In the end, I guess he chose to not. I'll be more than fine, I'm actually​ very well versed in business income, deductions, tax forms, spreadsheets​, etc. I really don't need to be made to feel that way especially​, when I am educated​. I'm not at all surprised that he declined to help me with my sole proprietorship​ taxes given his demeanor during our meeting and via email. He must make more than enough money than to deal with someone who can easily pay his asking rate and has all of his documents organized and available. read more

AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to open an investment account for just me. The first meeting, I was alone and the next meeting I was accompanied by my husband. After that McGrath took it upon himself to add my husband to the account...Why?...Because the "little lady" could not possibly have this account on her own. Here's what, because of my husband's residency status at the time, legally he could not be on the account. I had to put together a legal opinion letter for McGrath. Also, his own company told him my husband could not be added. In addition to not being very knowledgeable about certain things, the documentation he requires has not been required of me by any other financial advisor, in my life. He wanted to see tax returns (I never provided because I didn't go to him for CPA services); he wanted a copy of my driver's license AND a copy of my business card. Really?? Can you say "potential identity theft landmine!" I can't help but wonder if he was either being nosy or suspect (like he couldn't believe that I did what I did for a living). I often wondered if he treated ALL his clients like that. read more

Chuck has always been so patient when explaining anything with taxes or stocks. I am definitely not someone who understands finances so I've always appreciated his patience with me. He has been absolutely wonderful for the 10+ years I've worked with him. read more

We have used Charles McGrath for the past three years and he has consistently provided good advice. Our financials are always completed professionally and in a timely manner. In fact, we recommend ALL of the professionals at Charles McGrath. read more

He does not have a very nice personality. He thinks very highly of himself and overcharges. When you ask him for an opinion he talks down to you. I would never use him as a CPA. read more

Chuck has been my accountant for 6 years. His staff is wonderful, extremely efficient, and very helpful. Chuck has always been readily available to answer all of my investment questions. My taxes have always been completed in a timely manner and the costs of his services are 100% reasonable. I wouldn't take my business to anyone else as there is no one I trust more with my families financial interests. read more

I worked with Charles for 4 years while living in Arizona. He has a wealth of knowledge about both taxes and also financial planning...combining that with how much he loves his work really allowed me to trust the work he did with me. He helped me with my personal taxes, setting up an S-Corp, corporate tax filings and also setting up a SEP IRA. He took his time explaining all of this as well to me so I understood what we were doing every step of the way. I would definitely recommend him to anybody. read more

Chuck is extremely trustworthy, helpful, and speedy at tax time. My family has been employing his services for years and I would strongly recommend him. read more