Carter Tax & Finanical Solutions
Experienced Accountants
CARTER TAX & FINANCIAL SOLUTIONS, LLC offers accounting and tax preparation services for individuals and small businesses, specializing in tax return filing, bookkeeping, corporate tax returns, and financial statements.
About
CARTER TAX & FINANCIAL SOLUTIONS, LLC is a professional accounting firm offering a wide range of services including tax return preparation, bookkeeping, corporate tax returns, financial statements, and financial planning. Founded by CPA Brian Carter, the firm specializes in serving clients in healthcare, energy, legal, real estate, and nonprofit industries, as well as individuals needing personal tax assistance.
Services include concierge CFO support, payroll deductions, tax calculators, retirement planning tools, and personalized financial analysis.
Services
Financial Statements and Concierge CFO Services
Timely, efficient bookkeeping services are available for businesses of all sizes as well as for individuals. Books and financials can be prepared and presented for client review on a quarterly, monthly, or annual basis. Our basic rate is just $50.00 per hour, subject to a $200.00 minimum. You can choose to access to your books and drill down into the details of your business any time night your day. Bookkeeping clients get one hour of consulting support each month, so you can ask questions without worry that the "meter is running." Budgeting and forecasting support are also available.
Business Tax Returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for Service Firms - Accountants*, Insurance, Lawyers* and Medical Practices*, Non-Profits - Churches*, Missions Organizations*, Thrift Stores*, Real Estate Firms - Commercial*, Residential*, Remodelers* and other Contractors*.
Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. We can keep you on track and help you legally minimize your tax burden. We can help you get back on track if you haven't filed in a while. We can help you project what your tax picture may look like in the years ahead. Effective tax minimization begins with long-term tax strategizing to establish overall objectives. We partner with a tax lawyer to help clients make sure: You are set up in right form of entity or entities. You have a comprehensive strategy for current tax management, succession planning, retirement planning and estate planning. You have an advocate in the event you have been audited or expect one may be coming.
Individual Tax Returns
Tax returns have been prepared for 1,000's of individuals ranging from recent graduates to retirees. We can handle most returns for as little as $295.00 and some even less! You can work the entire process electronically so you never leave your home, or you can choose to meet with us in person. Utilize our concierge service for only $50.00 additional fee, and we will come to you and prepare your return at your home or place of business!
Budgeting and Planning for the Future
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
