we are carter cpa
your financial insight accounting firm
Carter CPA is not your typical accounting firm. We combine deep knowledge of money matters and a passion for behavioral finance to guide you towards an understanding of how your choices and finances work (or don’t work!) together. We make sure that the choices you make will serve you well today and set you up for success in the future.
the carter cpa difference
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: What challenges you? What are your goals and dreams? What keeps you up at night?
We then 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. By helping you understand the data while we learn more about your life, our relationship becomes a valuable resource for you to have the skills and knowledge to make great choices with confidence.
3We use time wisely
Communication is the key to any strong relationship. Your relationship with us is no different. We work with you to establish a communication schedule to ensure that your plans are on track and milestones are being met. A lot can happen in a year, and we want to be there for all of it.
the carter cpa experience
meet the team
The one who gets it all done!
Libby keeps our team and clients on track by scheduling, planning, responding to requests and managing the flow of approximately 12,000 tasks each year. (that is not an exaggerated number, we are accountants, we keep track!)
certified public accountant
The one who leads!
With warmth, humor, and 30 years of experience, Jodi empowers clients to recognize that finances source happiness! She focuses on guiding them to make great financial choices and leads our team by maintaining the highest standards for the quality of our services.
tax and accounting assistant
The one that handles the details!
Michael is involved with tax preparation and managing accounting data for business clients including all filing requirements and software assistance. He is the magician that makes deadlines disappear!
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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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."
“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.”