Today we’d like to introduce you to Charlene Dixon.
Hi Charlene, it’s an honor to have you on the platform. Thanks for taking the time to share your story with us – to start maybe you can share some of your backstory with our readers?
My journey has been shaped by persistence, reinvention, and a deep respect for service. I began my career in public service with the Internal Revenue Service, where I gained firsthand experience in tax administration, compliance, and auditing. That foundation gave me a unique perspective — I didn’t just learn how returns are prepared, but how they are reviewed, questioned, and sometimes challenged.
Over the years, I worked across multiple roles in tax preparation, client service, and financial support, building both technical expertise and an appreciation for how confusing and intimidating the tax system can be for everyday people. Eventually, I felt called to step out on my own and create a practice rooted in education, integrity, and advocacy.
Charlene Dixon Tax Service, PLLC — also known as theCDTS — was built to serve individuals, families, and small business owners who want clarity, accuracy, and peace of mind when it comes to their taxes. Along the way, I’ve had to navigate personal challenges, health changes, and career transitions, which only deepened my empathy for the clients I serve.
Today, my work is about more than preparing returns. It’s about helping people understand their financial picture, avoid costly mistakes, and feel confident moving forward. Every step of my journey has reinforced my belief that knowledge is empowering — and that trustworthy guidance can make a lasting difference.
Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
It definitely hasn’t been a smooth road. Like many entrepreneurs, my path has included unexpected detours, setbacks, and moments that required me to pause and reassess. I’ve navigated career transitions, health challenges, and the realities of rebuilding professionally while staying committed to doing meaningful, ethical work.
There were times when progress felt slow, especially when balancing personal responsibilities with the demands of maintaining a high standard of service for clients. Operating independently also meant wearing many hats — educator, advocate, administrator, and problem-solver — often all at once.
Despite those challenges, each obstacle helped refine my purpose. The struggles taught me patience, adaptability, and the importance of staying grounded in my values. They also strengthened my resolve to create a practice that prioritizes integrity, education, and compassion. Looking back, the challenges weren’t roadblocks — they were lessons that shaped both the business and the person behind it.
Alright, so let’s switch gears a bit and talk business. What should we know?
Charlene Dixon Tax Service, PLLC — known as theCDTS — is a boutique tax and financial services practice built on accuracy, education, and advocacy. I work primarily with individuals, families, and small business owners who want more than basic tax preparation and who value understanding the “why” behind their numbers.
My background with the Internal Revenue Service and decades of hands-on tax experience shape the way I approach my work. I don’t just prepare returns — I help clients avoid common reporting errors, understand compliance requirements, and plan proactively so they’re not surprised later. Many clients come to me after receiving IRS notices or realizing something was missed, and they appreciate having someone who understands both sides of the system.
What sets my practice apart is the emphasis on education and trust. I take the time to explain issues in plain language, empower clients to make informed decisions, and ensure they feel supported rather than overwhelmed. I’m especially known for helping self-employed individuals, gig workers, retirees, and those navigating life transitions where tax issues can quickly become complicated.
Brand-wise, I’m most proud of the reputation theCDTS has built for integrity, patience, and reliability. This is a relationship-driven business, and many of my clients return year after year or refer family and friends because they feel seen, heard, and protected.
I want readers to know that theCDTS exists to bring clarity and peace of mind to an often stressful process. My goal is to help people feel confident, informed, and prepared — not just during tax season, but throughout the year.
Let’s talk about our city – what do you love? What do you not love?
What I love most about Houston is the diversity and sense of community. The city brings together people from many backgrounds and cultures, and there’s a genuine warmth and openness that makes it easy to connect with others and feel at home.
What I like least is that the pace can sometimes be a little too laid back. There are moments when you want to move quickly or get something accomplished and have to adjust to a slower rhythm. Even so, that balance is part of what gives Houston its character.
Overall, it’s the people, the culture, and the Southern hospitality that make Houston a special place to live and work.
Pricing:
- Pricing varies based on the complexity of each client’s situation and the services needed. I believe in transparent, upfront discussions so clients understand what to expect before any work begins. My focus is on providing accurate, personalized service rather than one-size-fits-all pricing.
Contact Info:
- Website: https://www.thecdts.net
- Facebook: https://www.facebook.com/share/16hpbXcJdM/
