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Our Mission is to stay dedicated to understanding and listening to our clients needs so we can help them achieve their wealth goals. We are creating a community of growing individuals and entrepreneurs, each year our clients become wealthier.
Our Vision is to impact the community through education and encouraging individuals to think wealthier, develop habits of wealth and become wealthy using our strategies.
We offer comprehensive services to empower individuals and businesses, including Tax Services for preparation, planning, and resolution, and Credit Services to build and restore credit. Our Financial Literacy Programs teach essential money management, while our Business Development Services provide guidance for business formation and growth. Additionally, our Wealth-Building Mentorship Programs offer insights and networking to help you achieve lasting financial success.
Our team is made up of highly skilled professionals passionate about delivering exceptional financial services in bookkeeping, business credit, business development, personal credit, tax prep/planning, and resolution. We bring together expertise, innovation, and a personalized approach to help you achieve your business and wealth goals.
Our comprehensive tax services include tax preparation, ensuring accurate filings; tax planning, designed to maximize your savings; and tax resolution, addressing and resolving any IRS related issues efficiently.
We offer expert credit building solutions to improve your financial standing and credit restoration strategies to help you recover and maintain a healthy credit score.
Empower yourself with our
financial education courses, designed to teach essential money management skills, budgeting, investing, and more, for a secure financial future.
From business formation to strategic consulting, we provide the tools, guidance, and expertise you need to start, grow, and manage a successful business.
Join our mentorship and wealth development events, where industry experts share insights, strategies, and networking opportunities to help you achieve lasting financial success.
"Carter Capital is the full business experience! From personal to business needs, they help you reach your goals & set you on the right path to remain consistently viable. I appreciate the time Bruce & Dricka Carter take to ensure we understand every concept, to the point we are able to expand and teach others what we do & how we do it so successfully!"
- RACHELLE D.
"Carter Capital and Dricka are the best. The business knowledge they share is very valuable. They are very professional and provide great customer service."
- ANDREA W.
"This is my second year with getting my taxes done. Not only does Dricka treat you like family, she makes sure you get all of your money. She is always available, answers any questions you have. I recommend Dricka to anybody. She is prompt, professional, personable, and fast. Thanks for taking care of me and my kings"
- Brittany J.
offering done for you financial services, DIY resources, self-paced courses and global wealth events.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
© 2024, Carter Capital PLLC