Carter Financial Services

Get the BIGGEST, FASTEST, and most ACCURATE refund allowed by the IRS!!!

Tax preparation service in Fort Worth, TX (show on map)

5.0

★★★★★

209 reviews

Carter Financial Services offers tax preparation services with a focus on maximizing refunds and providing a friendly environment.

Call (817) 370-8299

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About

Carter Financial Services specializes in tax preparation for individuals and small local businesses, offering a warm, friendly environment with seasoned professionals dedicated to meeting specific tax needs. With over 40 years of experience and a location in business for 12 years without audit, they guarantee the maximum tax refund allowed by the IRS and offer a no-risk price satisfaction guarantee.

The company also provides optional tax-refund related loans, business consultation, credit audits, and statistical analysis. They have been featured in Black Enterprise for three consecutive years, are members of the Fort Worth Chamber of Commerce, and volunteer in community service, including feeding and providing for the homeless and offering free services to women in battered shelters. Their team of licensed service providers monitors tax rules and helps clients manage tax risk while maximizing benefits.

Maximum tax refund guaranteed by the IRS

No-risk price satisfaction guarantee

Free Refund Estimates

Free Electronic Filing

Refund transfers

NO upfront fees

Optional tax-refund related loans

Business consultation

Credit audits

Statistical analysis

Services

Tax Preparation

Carter Financial Services prepares federal income tax returns for individuals and small local businesses, ensuring maximum refunds and a friendly environment.

Maximum tax refund guaranteed by the IRS No-risk price satisfaction guarantee Free Refund Estimates Free Electronic Filing Refund transfers NO upfront fees

Tax Refund Advance Loan

An optional loan provided by MetaBank, N.A., deducted from tax refunds, with various APR options.

Loans in amounts of $150, $500, $1,000, 25%, 50%, or 75% of expected tax refund APR of 0.00% for $150, $500, $1,000 loans APR of 36.0% for 25%, 50%, or 75% of expected refund loans Identity verification and underwriting standards apply

Business Consultation

Carter Financial Services offers business consultation services to help clients optimize their business structure and manage tax risk.

Monitoring of ever-changing tax rules Tailored solutions for unique client needs Focus on maximizing benefits and keeping dollars in the business

Credit Audits

Carter Financial Services conducts credit audits to help clients improve their credit standing.

Comprehensive credit analysis Identification of discrepancies and errors Strategies for credit improvement

Statistical Analysis

Carter Financial Services offers statistical analysis services to help clients make informed financial decisions.

Data-driven insights Trend analysis Predictive modeling

Credentials & Certifications

Member of Worth Chamber of Commerce

Since 2009

Featured in Black Enterprise for three consecutive years

Since 2019

Reviews

Rating

★★★★★

Reviews

209

"Carter Financial is both ethical and experienced in handling your tax needs!"

Frequently Asked Questions

When can taxpayers expect their EITC refunds? +

The IRS will begin to release EITC/ACTC refunds starting February 15, with most refunds expected by the week of February 27. Use the “Where’s My Refund?” tool on IRS.gov for the latest status.

What is the standard deduction amounts for 2021? +

The standard deduction amounts are $12,555 for individuals, $18,800 for heads of household, and $25,100 for married couples filing jointly and surviving spouses.

What is the Child Tax Credit for 2021? +

Families with children are eligible for up to $3,600 per child under the age of six, or $3,000 per child under the age of 18, paid as monthly payments of up to $300 for children under six and up to $250 for children between six and 17.

What are the requirements for claiming the Earned Income Tax Credit (EITC)? +

To claim EITC, taxpayers must meet AGI limits, have a valid SSN, file as single or married filing jointly, be a U.S. citizen or resident, have earned income of at least $1, not file Form 2555 or 2555-EZ, have investment income of $3,500 or less, and meet specific tests for qualifying children.

How can I protect my identity when filing taxes? +

If you received an Identity Protection PIN (IP PIN) in the past, you must provide it on your tax return each year. The IP PIN changes annually and can be retrieved from the IRS website if not received in the mail.

What is an Employer Identification Number (EIN) and when is it needed? +

An EIN is a tax identifier for businesses, used for tax purposes. Businesses typically need an EIN to operate, and it can be applied for free online via the IRS website.

How do I pay off back taxes? +

Installment agreements are guaranteed for balances of $10,000 or less if returns are filed and taxes paid on time for the past five years. Higher balances require Form 9465 and Form 433-F. Payments include a one-time fee plus late-payment penalties and interest.

What should homeowners know about Form 1099-A? +

Form 1099-A is provided by lenders after a home foreclosure, containing necessary information to report the foreclosure on your tax return. Multiple forms may be received if multiple mortgages or liens were involved.