Get to Know Charlie Dombek

Updated: Jun 10

He is not your typical tax accountant.


Yes, he has a long list of credentials that any accomplished CPA would be proud to have. He earned an MBA from the College of William and Mary. He built a distinguished career at “Big Four “ accounting firm Ernst & Young. He founded his own highly successful financial firm. His client list of high net worth individuals includes professional athletes, entertainers, and healthcare professionals. And, he is an internationally recognized author and speaker on the topics of financial and wealth strategy.


As impressive as his resumé is, what really makes Charlie stand out is his philosophy for protecting and building wealth for his clients.


“Most tax CPAs are historians,” Charlie explains. “They tell you how much money you made, how much you owe, when and where to file your taxes, and how much the large check will be that you have to write at the last minute!


Charlie’s process, on the other hand, is much more strategic. He believes a planned tax mitigation strategy is crucial to his clients’ success in reaching their financial goals.




“Before I even talk about preparing your tax returns and doing the debits and credits, I’m going to talk about what your CPA did – or did not do – to help you control the cost of taxation,” says Charlie. “Did they meet with you two to four times throughout the year to engineer a strategy that actually helped you reduce that cost?”


With ever-changing tax law a certainty, choosing to not plan ahead can have a devastating effect on your financial growth.


Did your CPA meet with you two to four times throughout the year to engineer a strategy that actually helped you reduce your tax costs?

With ever-changing tax law a certainty, choosing to not plan ahead can have a devastating effect on your financial growth.

“Most people leave 30 percent or more of their money on the table in the form of overpaid taxes,” Charlie points out. “If you can control your cost of taxation, and improve your investment performance, you can exponentially grow your wealth.”



Find out how much money you have been leaving on the table in the form of overpaid taxes, and start building your own customized strategy.

To learn more about tax saving and investing opportunities with KeyCity Capital and how you can attend future informational events, please contact us at 817.912.1569. Use the link below to schedule an appointment with Charlie now.





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