CCPA Whitepaper:

Frequency of Contact

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!

We believe that talking only once per year does not provide enough time or detail for us to work with you on planning. Each year, we look ahead at the decisions pending and the dreams on the horizon. By designating a schedule for contact- monthly, quarterly, or semi-annually- we shift the conversation to Financial Insight. This combination of looking at data while maintaining focus on what matters most to you is vital to creating a measurable, success-focused path forward.

 

We look forward to hearing from you anytime that you have questions or need our support! Our intent with creating a contact frequency plan is to ensure that you are prompted to update us routinely. If you have something to ask or tell us, you will know when our next check-in is planned and be able to determine if that works or if you should reach out sooner.

 

For individuals, one of our points of contact will be your tax preparation. That is scheduled, based on varying factors, between February and October. Once that date is in place, we determine when another semi-annual point of contact will make sense. In some years it relates to transitions you are planning in your life and in other years, it will just be at the optimal time in each of our schedules.

 

For our clients that own businesses, and yes that includes self-employed clients, we often need more frequent contact. Based on your business needs, we will recommend a monthly, quarterly, or semi-annual schedule. Our quarterly updates are in April, July, October, and December. Our semi-annual updates for self-employed clients are in May and November.

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To Extend or Not to Extend – Here is the Answer!

Why We File Extensions – Debunking the Myths

Frequency of Contact

Collaborative Communication

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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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