IRS Examination Planning 2026

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has

extensive experience in helping clients solve their IRS problems, and clients say he does it with

patience and, as one client put it, “without making me feel dumb.”

Charles has spent his 50 plus year career in public accounting, and 43 of those years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The Tax Resolution Academy.

He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.

He also develops and presents CPE courses for other tax practitioners to improve their skills. He presently has twenty such courses. He enjoys passing on the skills he has learned to other

practitioners.

Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball, watching the Phillies and football, following both the Philadelphia Eagles and the Rutgers

team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family. He’s been married for 53 years to the best wife in the world and has

two daughters, a son-in-law and two grandsons.

He and his wife relocated to Lakeland, Florida in 2022. He enjoys playing golf with his friends and

especially the Tuesday night get togethers where they sit around the fire pit and smoke good cigars,

drink good whiskey and tell lots of lies!