Embracing your past, present and future

Embracing your past, present and future

who we are

Carter CPA was established in 2002 by Jodi Carter, CPA. After a long and fruitful accounting mentorship that began in 1991, she had a vision for a firm that would support clients in a new way. This Financial Insight Accounting (FIA) Firm guides clients to a clear understanding of their financial choices and shows them how they can shift their relationship with money to one that is filled with confidence. The team at Carter CPA has both the financial know-how and the people skills to empower clients in this most foundational part of their lives.

solutions we provide

For Individuals

While our relationships often begin with a request for assistance with tax filings, we see that as just the beginning. We learn about your life and share our knowledge of how choices and finances work together. This collaboration puts you on the path to your goals with financial confidence.

For Self-Employed and Entrepreneurs

Whether you are a part-time freelancer building toward a thriving entity, or a business owner with an established company, we are ready to provide support. We’ll help you understand the story told by the financial data so you can mindfully set and achieve goals.

Financial Insight Training

We use our expertise to serve committed individuals who are open and dedicated to transforming their money mindset. Whether you are looking to grow from lack to luster or from uncertainty to confidence, we will meet you where you are. With our immersive, personalized program, you’ll succeed in learning how to create a full life that you’re in control of and fulfilled by.

why us?

1We illuminate the emotional components of financial choices.

At Carter CPA, we recognize that every decision has financial and emotional components. Our process starts with getting to know you intimately, and combine that information with your financial data to create a singular, empowered approach to decision making.

2Collaboration is our priority.

Your tax return and all of your financial data help us create a framework for your overall financial plan. The relationship we cultivate becomes a valuable resource for you to make great financial choices with confidence.

3We use time wisely

Communication is the key to any strong relationship. We work with you to establish a communication schedule to ensure that your plans are on track and milestones are being met.

some of our clients

“A testimonial? five words.... there is no one better.”

“It is hard to believe we have worked with Carter CPA for over 40 years, originally with the founder, Jerald Elkins, and then with Jodi Carter for the past twenty years. We have had a relatively complicated tax situation stemming from one of us being a salaried employee, the other a business owner and our many ventures into real estate investments, both residential and commercial. Additionally, we have been primary residents of four different States over the years. Despite this and the changing tax laws on real estate and other investment strategies, Carter CPA has maintained the necessary expertise and advice that has allowed us to optimize our tax situation. The transition in technology over the years was extremely smooth and the service has remained at the highest levels. Carter CPA is defined by the word "professionalism.”

Joan Childs and Jerry Zaret

“I have been very fortunate to have Carter CPA by my side during the development of my new business. Jodi and her team have guided me through all of the financial and organizational challenges of a start up. Their knowledge and support has been instrumental, and I look forward to growing together. They truly understand my vision, and are proactive in helping me achieve my goals.”

Ian Velardi

“I am a free-lance medical writer and a children's book author -- now on the edge of retirement. For me, tax preparation was complicated and disorganized. For Jodi Carter, not at all. For many years now she has me orderly, and amused rather than confused about my taxes. Jodi has organized my financial transactions and transitions, shaped up the IRS for me, and has always been responsive to my questions and concerns — even if they are silly. Of all the "services" I have that make my life easier, Carter CPA tops the list.”

Jane Sarnoff

“For over 20 years, we have had great confidence in the services we have received from Carter CPA. Most recently, Jodi introduced us to the firm’s Financial Planning Services. She paired us with a Certified Financial Planner that is part of her team and together, they have been instrumental in developing a well balanced financial plan for our retirement. They are quick to respond to all our questions and concerns and most importantly we feel they truly have our best financial interest in mind. They are an impressive team and always a delight to work with.”

Tom and Barbara Dougherty

“A number of years ago, a close friend referred Jodi Carter to me when I need a good tax advisor. I have continued to work with her as I've found both her accounting and her communication skills to be excellent. More recently, when I needed help with financial planning and estate planning, she made recommendations of people and a process that has worked out extremely well. Spearheaded by Jodi, I now have a coordinated team of top professionals working diligently on my behalf.”

Lester Barnett

“Jodi is the consummate professional. In more than 20 years of working with her, I've learned to trust her implicitly, and she functions as the CFO for my two businesses. Her work and advice are invariably terrific, her responsiveness is unmatched, and her up-do-date systems enhance my business efficiency. It's exactly what you want in a CPA.”

Laura Schneider

“As a performer and consultant that I have been a long term “legacy” client working with Carter CPA, LLC for over 20 years. They have prepared my yearly taxes with a high level of expertise, great efficiently, accuracy and speed for so many years my gratitude cannot be overstated.

I would whole heartedly recommend Jodi Carter and the team at Carter CPA LLC to any individual or company for their financial needs."

Hal E. Gross

“Going through a divorce is emotionally and financially exhausting. Jodi and her team were extremely patient and helpful. They advised me about my finances, put together a monthly budget, prepared my taxes, reviewed my interim agreement and tax implications. I am finally on track and able to plan for my future wisely with their guidance.”

Michelle

 

 

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