what we do

guidance for real world financial questions

We use our expertise to guide individuals to make confident financial choices, meeting them exactly where you are. Your money mindset determines financial success, and we work to make sure you have clarity and knowledge to make great financial decisions that align with what matters most to you.

accounting for self-employed/freelancers and small businesses

Whether you are a freelancer working on your own or a small business owner, tracking the finances of your business should be simple. We work with you to set up structure and systems that make it easy, collaborate with you to plan for tax liabilities and retirement contributions throughout the year, and most importantly, focus on the growth of your business alongside you. The more you understand the finances, the more your business will grow in the way you want it to.

tax preparation and education

Tax preparation is more than an obligation. It’s also an opportunity to learn about one of your biggest yearly costs. With 25-50% of our earnings designated for tax, gaining understanding is one of the most important things you can do to improve your financial position. Almost everyone believes they pay too much tax, and most people stress over this. We make sure that you are paying only what is required, help you plan for it, and feel empowered and confident while doing so.

In the community

We radically transform the way your organization or group navigate the world of money. Whether you are a part of a group with similar interests or careers – artists, real estate professionals, college students – or an organization interested in providing financial education to staff – we create custom programs to address questions, introduce honest exploration, give practical knowledge, and provide priceless confidence.

speaking engagements

Content Pending

    financial insight training

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    01. | insight


    The insight Program is our premiere online program that helps transforms your relationship to your finances. You will experience a shift in your perception, learn what’s needed to make confident financial choices, and establish a personal financial philosophy to carry you through life.

    02. | ifcome


    The ifcome Paradigm Program is focused on freelancers, creatives – people who gig and earn money on a non-predictable way – to master their finances. The program is designed with an understanding of the particular challenges of uncertainty and the skills and tools to manage them with confidence.

    03. | benchmark


    The Benchmark Program demystifies the world of investing and gives you the tools to design a personal roadmap for your financial future. You will determine the action steps today that will lead you to the tomorrows that you are dreaming of.

    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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