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AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax Advisor, IRA(s), Rollovers, Annuities, etc

4.8 34 reviews
Overall rating
4.8
out of 5
34 reviews
5 star 94%
4 star 2%
3 star 0%
2 star 0%
1 star 4%

About AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax Advisor, IRA(s), Rollovers, Annuities, etc

AIS Tax and Financial, LLC. is an enrolled agent offering professional tax preparation with over 25 years of tax expertise. They provide services for personal, business, corporations, sub-contractors, rentals, and investments. Clients appreciate the assurance, integrity, and sensibility in handling their income taxes. Many have praised the excellent service and the experienced professionals at AIS, highlighting the trustworthiness and reasonable pricing. Clients express satisfaction and a commitment to returning for their tax needs year after year. The team, including Charles, is known for being knowledgeable, friendly, and genuinely caring about their clients. Many customers have shared their positive experiences, recommending the services highly and expressing their intent to return annually.

Aug 2025
5.0
Chuck Made Tax Season Stress-Free! ⭐️⭐️⭐️⭐️⭐️
Big thanks to Chuck Cash at AIS Tax & Financial! Our taxes were super complicated this year because of all the hurricane losses, but Chuck made the whole process so easy. He had everything wrapped up in under an hour — and got us a refund on top of it. Couldn’t ask for a better experience. Highly recommend Chuck if you want a tax advisor who really knows his stuff and makes tax season stress-free!
May 2025
5.0
We cannot say enough about AIS Tax & Insurance Co. We had some extensive tax concerns and needed them addressed in addition to our income tax prepared.
Jennifer was amazing. She is very personable and knowledgeable. She treated us with respect.
We will be returning and referring all our friends & family to them
Mar 2025
5.0
I took my elderly mother there for her tax preparation. We were delighted on how professional, personable and efficient they were. To make matters even more pleasant the cost was very reasonable. Both Mom and I can not recommend these tax professionals high enough....
Photos of AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax Advisor, IRA(s), Rollovers, Annuities, etc, next door to Wawas, 2541 South Tamiami Trail,  Port Charlotte
All 24 photos

Hours

Monday 10AM - 4PM
Tuesday 10AM - 4PM
Wednesday 10AM - 4PM
Thursday 10AM - 4PM
Friday Closed
Saturday Closed
Sunday Closed

Good to know

  • parking: lot
  •  online appointments 
  • on-site services
  • open to all

Location

next door to Wawas, 2541 South Tamiami Trail, Port Charlotte, FL 33952

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AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax Advisor, IRA(s), Rollovers, Annuities, etc · next door to Wawas, 2541 South Tamiami Trail, Port Charlotte, FL 33952

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