Team of Professionals

About our President:

Charles A. Dombek, CPA, MBA

Charlie Dombek is a nationally recognized CPA and is one of the foremost authorities on tax planning and mitigation.  His clients include professional athletes, entertainers, health care professionals, internet marketers and other successful closely held business owners. Unlike most CPA's who focus on compliance issues and have a historical emphasis, Charlie is best known for the tax savings he is able to achieve for his clients through constant planning, coaching and on-going guidance. Charlie began his career in the late 80's at Big Four national accounting firm Ernst and Young. He holds an MBA from the College of William and Mary along with a Bachelor of Science in Accounting from Virginia Tech. He is a highly recognized author and  a regular speaker at financial and investment workshops throughout the country.  

About our Legal Team:

Team Leader- Stephen C. Rogers, MBA, JD, LLM

Stephen Rogers is a tax attorney licensed to practice before the United States Supreme Court, United States Court of Appeals, United States District Courts in Texas (Northern and Southern), Arizona, and Colorado, and the United States Tax Court.  Stephen is a highly skilled taxation practitioner, adept in business planning, estate planning, and tax mitigation strategies.  He is also a sought-after expert on 1031 exchanges, serving as general counsel for several of the large national exchange service providers.  He holds an MBA from Pepperdine University, a JD from Trinity International University, and a Master of Laws in Taxation from Regent University.  Although Stephen is highly educated and has a wealth of experience in very technical areas of the law, he is very personable and cares deeply for his client’s individual needs.  You will absolutely love working with Stephen, he has a way of making the complex legal issues understandable and manageable as he expertly navigates you through your business, estate and tax mitigation strategies. 

About our Tax Negotiation Team:

Team Leader- Keith Craig, Enrolled Agent

Keith Craig has over 20 years experience in the accounting profession.  For 14 years, he served as an IRS Revenue Officer in the Eastern District.  For three of those years he was a Group Manager.  Keith specializes in representation before the IRS to include audit representation, payment agreements, levy & lien releases, and offers in compromise.  Keith holds a Bachelor of Science in Accounting from Old Dominion University and is a member of the National Association of Enrolled Agents.

Call us at 866-966-4923, or email us at info@theoptimalfinancialgroup.com