Simplify Your Taxes with Expert Assistance

TAX PREPARATION • INDIVIDUALS & BUSINESSES

Your taxes.
Handled with care.

From your first document request to your return review, work with a Carter Capital tax professional who helps you understand the next step.

BOOK YOUR TAX APPOINTMENTREQUEST A FREE ESTIMATE
24-HOUR WEALTH DEVELOPMENT FIRM & INSTITUTESERVING ALL 50 STATES855-446-5050

PREPARATION FOR YOUR SITUATION

Tax support that meets you where you are.

01 / INDIVIDUALS

Personal Tax Preparation

Support for individuals and families, including W-2 income, available tax documents, and review of applicable deductions and credits.

02 / SELF-EMPLOYED

Freelancers & Small Businesses

Preparation support for self-employed taxpayers and business owners, with attention to income records, expenses, and required documentation.

03 / BUSINESS ENTITIES

Partnerships & Corporations

Support for partnership and corporate return needs. Your expert will confirm the return type, service scope, and information required.

BOOK YOUR APPOINTMENT

A convenient way to get started.

Choose the meeting format that works for you. Review availability and confirmation details in the calendar.

01 / BY PHONE

Let’s Talk

Discuss your filing needs, questions, and required documents with a tax professional by phone.

BOOK PHONE APPOINTMENT
02 / VIRTUALLY

Connect Online

Meet with a tax professional virtually. Follow the meeting instructions provided with your appointment.

BOOK VIRTUAL APPOINTMENT
03 / IN PERSON

Visit Our Office

Meet at 550 Old Spanish Trail #H, Slidell, LA 70458. If your expert arranges another location, confirm it directly with them.

BOOK IN-PERSON APPOINTMENT

FROM DOCUMENTS TO YOUR NEXT STEP

Know what happens next.

01 / CONNECT & ORGANIZE

Discuss your filing needs.

Confirm your service scope and fees, then follow your expert’s instructions to provide the necessary records.

02 / PREPARE & REVIEW

Review your prepared return.

Your expert prepares the return using the information provided. Review the return and ask questions before signing.

03 / AUTHORIZE & FILE

Complete your filing steps.

Provide required authorization and complete outstanding requests. Your expert will explain filing and follow-up steps.

GET READY FOR YOUR EXPERT

Bring the information
behind your return.

  • Your available W-2s, 1099s, and other income documents
  • Your prior-year tax return, if available
  • Relevant deduction and credit documentation
  • Business income and expense records, if applicable
  • Any tax notices or questions you want to discuss

Your expert will provide the document checklist and secure submission instructions for your filing situation.

SELF-EMPLOYED CLIENT RESOURCES

Forms your expert may request.

Use these forms when directed by your Carter Capital tax professional.

YOUR TAX QUESTIONS

Get clarity before you begin.

What will my tax preparation cost?

Fees depend on your filing situation, required returns, and service scope. Request an estimate or speak with your expert to confirm pricing before work begins.

Is an estimate my final refund or balance?

No. An estimate is preliminary and depends on the information available. Final tax results depend on the completed return and applicable requirements.

Can I work with a specific tax professional?

Visit our Team page to view our tax experts and their appointment links, or contact our Wealth Concierge for help choosing.

What if I need an amendment, tax planning, or help with tax debt?

These are separate services. Your expert can explain the appropriate scope and next steps, or you can explore our Tax Planning and Tax Resolution pages.

Start with a conversation.

Choose your appointment format or request a preliminary estimate.

BOOK A TAX APPOINTMENTREQUEST A FREE ESTIMATECHOOSE YOUR TAX EXPERT

Filing taxes doesn’t have to be stressful. Our professional tax preparation services ensure accuracy, maximize deductions, and save you time, giving you peace of mind during tax season.

FREE ESTIMATE

A tax estimate or tax quote is a preliminary calculation provided by Carter Capital to give a potential taxpayer an idea of how much they might owe in taxes or how much they could expect to receive as a refund before officially filing their tax return.

1. Understand Your Tax Situation: It provides clarity on your current financial standing, including income, deductions, credits, and other factors that could affect your tax outcome.
2. Plan Ahead: With an estimate, you can prepare for any potential tax liabilities or strategize how to use your refund.
3. Compare Options: It allows you to explore Carter Capital’s services and see how their expertise can maximize your refund or minimize your tax burden. Click here for your free estimate.
Click here for your free estimate.

Personal Tax Prep:

For individuals and families, we simplify filing and help you claim deductions and credits you might overlook.

Small Business Tax Prep:

Whether you're self-employed, a freelancer, or run a small business, we help you manage complex filings, including Schedule C, partnerships, and more.

FORMS

Corporate Tax Prep:

If you’re a business owner, ensuring your corporate taxes are prepared accurately and efficiently is crucial. Our expert team specializes in preparing a variety of corporate tax returns, including forms such as the 1120 for C corporations, 1120S for S corporations, and 1065 for partnerships.

Whether you’re a small business or a large corporation, our tailored approach ensures compliance and maximizes tax savings. From gathering financial data to filing the necessary forms, we handle all aspects of corporate tax preparation so you can focus on running your business. Let us help you navigate the complexities of corporate taxation and optimize your tax strategy.

How It Works

  • Consultation: Schedule a free initial consultation to discuss your needs.

  • Document Collection: Provide necessary documents—income statements, expense records, and prior returns.

  • Preparation: We’ll prepare your return accurately, ensuring compliance with tax laws.

  • Review & Filing: Review the completed return together before securely filing it on your behalf

TESTIMONIALS

WHAT OUR TAX CLIENTS ARE SAYING

Working with Carter Capital has been my utmost positive experience with the tax return process. I couldn't have done it without them - they have a great attention to detail, highly responsive, professional, and they made something as complex as taxes a breeze and not as daunting as it used to be - and all at a reasonable price point! In fact, I recommended their services to friends/family and collect my referral fee. Very satisfied and highly recommend!


It was a pleasure working with Dricka. She is super professional and very knowledgeable. Dricka made recommendations that I otherwise would not have been aware of, which makes her top-tier from all of my experiences dealing with tax professionals in the past. I will definitely hire her again!


Carter Capital is awesome to work with! They cover all her services and process in the initial call and their website for document uploading and answering questions is easy to use. And they're fast! They had my taxes filed within a week of me submitting all my docs to them.

Really enjoyed working with them and will continue to use her services.

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Honesty and transparency.

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Top-notch services.

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