who we serve

for individuals & partners

Come for the taxes stay for the Financial Confidence! We recognize that our relationships often begin with a request for assistance with tax filings, and we know that there is so much more we can do together. As we learn about your goals, concerns and ambitions we guide you toward an understanding of how your choices and finances work together.

How can we help you as an individual?

  • Establish a timeline with check-ins (at least semi-annually) that suits your circumstances
  • Learn about your priorities, plans and goals and leverage our knowledge and skills to assist you
  • Determine the measures of financial success and the plans for achieving your goals
  • Introduce you to other professionals that we trust (Financial Advisors, Lending Specialists, Realtors, etc.)
  • And of course we prepare tax filings! That’s easy when we have collaborated on all of the above!

for businesses

Come for the taxes stay for the Financial Confidence! We recognize that our relationships often begin with a request for assistance with tax filings, and we know that there is so much more we can do together. As we learn about your goals, concerns and ambitions we guide you toward an understanding of how your choices and finances work together.

How can we help you as an individual?

  • Establish a timeline with check-ins (at least semi-annually) that suits your circumstances
  • Learn about your priorities, plans and goals and leverage our knowledge and skills to assist you
  • Determine the measures of financial success and the plans for achieving your goals
  • Introduce you to other professionals that we trust (Financial Advisors, Lending Specialists, Realtors, etc.)
  • And of course we prepare tax filings! That’s easy when we have collaborated on all of the above!

for the community

Come for the taxes stay for the Financial Confidence! We recognize that our relationships often begin with a request for assistance with tax filings, and we know that there is so much more we can do together. As we learn about your goals, concerns and ambitions we guide you toward an understanding of how your choices and finances work together.

How can we help you as an individual?

  • Establish a timeline with check-ins (at least semi-annually) that suits your circumstances
  • Learn about your priorities, plans and goals and leverage our knowledge and skills to assist you
  • Determine the measures of financial success and the plans for achieving your goals
  • Introduce you to other professionals that we trust (Financial Advisors, Lending Specialists, Realtors, etc.)
  • And of course we prepare tax filings! That’s easy when we have collaborated on all of the above!

Curious about the Carter CPA Experience?