Strategic Tax Planning to Maximize Savings and Minimize Stress
Partner with our experts to create a tailored tax strategy that aligns with your financial goals and keeps you compliant.
Consultation
Understand your financial situation and goals.
Analysis
Identify tax-saving opportunities based on your profile
Implementation
Guide you through executing the plan effectively.
ABOUT TAX PLANNING
At Carter Capital, PLLC™, we specialize in helping businesses reduce their tax burdens and increase income through strategic tax planning. If you feel overburdened by the taxes you’re paying, let’s discuss how we can make your business more tax-efficient. For individuals we help maximize refunds by using tax code to apply deductions and credits where due.
Expertise in federal, state, and local tax regulations.
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A proactive approach to identify potential deductions and credits.
WHAT WE OFFER
Deduction Maximization
Identify all eligible deductions and credits, from business expenses to industry-specific opportunities.
Entity Structuring
Ensure your business is structured in the most tax efficient way, whether you’re a sole proprietor, LLC, S-Corp, or partnership.
Tax Strategies
We analyze your unique financial situation to develop strategies that maximize savings.
Year-Round Support
Stay ahead of tax deadlines and avoid surprises with proactive planning and advice.
Personal Tax Prep:
All clients must complete a client data sheet before starting tax prep.
New client portal access allows safekeeping of documents.
Clients can save and return to the data form as needed.
The steps for personal tax prep: complete form, review and sign return, pay, and submit to IRS.
Small Business Tax Prep:
Similar process to personal tax prep, with a focus on small business owners.
Forms like the Schedule C Reconstruct Form and Certification of Schedule C Self-Employed Due Diligence are required.
Corporate Tax Prep:
Specializes in corporate tax returns for various entities (C corporations, S corporations, partnerships).
The service ensures compliance while maximizing tax savings for businesses of all sizes.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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