As a Wealth Concierge at Carter Capital, PLLC, I support day-to-day operations across both tax preparation and credit repair services, ensuring a seamless and elevated client experience. I coordinate workflows, manage client communications, and maintain organized systems that allow our team to operate efficiently and effectively.

I am trained and operate in full compliance with IRS guidelines as well as federal consumer protection laws, including the Fair Credit Reporting Act (FCRA), Fair Credit Billing Act (FCBA), and Equal Credit Opportunity Act (ECOA). This ensures all services are handled with accuracy, integrity, and adherence to regulatory standards.

I am committed to providing a structured, professional experience that supports clients throughout their tax and credit journey, while upholding the level of service and excellence that defines Carter Capital.

Questions or concerns:

Email - [email protected]