Reduce your tax liability for future success
At Carter Financial Consulting, our team goes beyond tax preparation and considers itself your personal wealth partner. Along with preparing your personal tax returns, we also provide proactive tax planning and consulting, among many other services.
You’re passionate about what you do every day, and we understand this. In turn, we share the same goal of helping you realize your wealth while navigating the financial frontier.
Since tax laws constantly change, it is our duty to understand the complexities so you can carry on with your daily activities without having to worry about your finances. With our knowledge and know-how, we can help identify ways to reduce your tax liability along with tools to set you up for future success.
Prices starting at $500, fees increase for Schedule C, Schedule E or Schedule F.
Tax and accounting services with a personal touch
The need for a tax accountant depends on your personal circumstances, among a few other factors.
For many individuals, hiring an accountant may be a good choice if you’re self-employed or if your life has changed significantly during the tax year. Also, consider using an accountant if you need to amend a previous tax return.
No matter the circumstance, hiring a CPA for your individual tax matters will help you provide detail and clarity to your tax picture – ensuring you make the most out of your finances.
MANY OF OUR INDIVIDUAL TAX SERVICES INCLUDE THE FOLLOWING:
Tax preparation and planning
Retirement planning
Estate and trust tax preparation
IRS representation
Our Services
Individuals and businesses often find it difficult to prepare their own taxes. In addition to paying the right amount of tax, it’s crucial to do it correctly so that you can claim back any tax relief and expenses you may have. Individuals who have to do their own taxes often have to stay organized and put their tax money in a separate account they don’t touch. Having a tax plan and the guidance of a professional is important, as well as understanding how much you should be paying. So when thinking about individual tax services, let us help you each step of the way.
Tax Preparation & Planning
Various types of clients come to us for tax preparation and planning. Whether you’re filing individually, or jointly, or if you own a business with a more complex tax situation, Carter Financial Consulting can help.
Retirement Planning
There is no truth to the myth that tax planning becomes easier after retirement. Having a long-term financial conversation and forming a retirement plan begins with understanding your income sources and expenses.
IRS Representation
Dealing with the IRS on your own can be a daunting task. We deal with reporting agencies regularly and to negotiate effectively, you need specialized knowledge to interpret, understand, and apply tax regulations.
Estate & Trust Preparation
Making the first step is crucial in estate and trust planning. Our team can assist you in many areas, including the formation of trusts, will review, and estate gifting strategies
Budgeting
Reaching your financial goals takes dedication on many levels, including budgeting. Understanding the basics regarding after-tax income, savings, debt repayment and more will go a long way in helping you reach where you want to be.
Goal Setting
Your financial goals are dependent on your stage of life and your work life as well. For each situation, you have to ask yourself what that goal looks like financially.
Take control of your fiscal interests
Build a strong foundation today
Carter Financial Consulting helps organizations and individuals establish their foundation for financial success and growth while ensuring long-term sustainability. Invest in our leadership and guidance and trust that you will have a business partner who will look after your best interests and keep an eye on your development.
