Carter & Carter Financial Investment Advisors

Carter & Carter's Tax and Accounting Department offers income tax preparation, bookkeeping/payroll services, and transition assistance.

This energetic team will not only work all night to get your tax return done on time, but they'll also collaborate with your financial advisor to strategize a plan that can help reduce future taxes while maximizing your investment.

Income Tax Preparation includes:

The Tax and Accounting Team
Meet the team

Tax returns for individuals, corporations, estates, and trusts
Tax planning for individuals and businesses
Calculation of federal and state estimated tax payments and reminders
Securities cost (tax) basis calculations
Tax planning and preparation for US citizens residing in foreign countries
Representation in IRS disputes and audits

Bookkeeping and Payroll Service includes:

Bank reconciliation and financial statement preparation
Payroll calculation and quarterly reports
Accounting for small businesses
W2 and 1099 preparation
Bill paying and bookkeeping for individuals

Transition Services includes:

Life insurance claims
Transfer of ownership during divorce or after a death
Final estate tax returns
Beneficiary changes
Assistance for executors & trustees
Bill paying
Help with financial aid forms for college

Bookkeeping and Payroll Service includes:

Transition Services includes:

For helpful information, view our online library of Tax Articles

For helpful information, view our online library of
Tax Articles