Business Details
Expert Tax & Bookkeeping Services in Richardson, TX
Carter Group Tax has built a reputation as a trusted partner in tax and financial services, serving individuals and businesses in Richardson, TX. With over 30 years of experience, our team of certified professionals specializes in tax preparation, strategic planning, and bookkeeping, ensuring clients maximize legal tax savings through IRS-approved strategies. We prioritize professionalism, responsiveness, and quality, offering personalized attention to each client while maintaining a team approach to address complex financial needs.Our expertise extends to IRS audit representation, payroll solutions, and business financial planning, supported by memberships in organizations like the National Association of Tax Professionals. Client testimonials highlight our commitment to resolving tax problems efficiently and providing transparent, reliable service that fosters long-term trust.
Services
Tax Preparation
Bookkeeping
IRS Audit Representation
QuickBooks Services
Part-Time CFO Services
Highlights and features
- We offer 30+ years of experience in tax preparation and strategic planning.
- Our team provides personalized attention to every client's unique needs.
- We specialize in IRS-approved tax-saving strategies and audit representation.
- We combine bookkeeping, payroll, and tax services under one roof.
- Client testimonials highlight our professionalism and responsive service.
Associations and certifications
- Enrolled Agent (IRS)
What people say
Leading firm in the area
Close personal attention
Professional and responsive
Quality service
Raving fan clients
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We leverage IRS-approved strategies to maximize deductions and credits, minimizing your tax liability. With over 30 years of experience, we handle complex returns and provide guidance on tax-saving opportunities tailored to your financial situation.
IRS Audit Representation
We specialize in IRS audit representation, protecting clients from excessive liabilities. Our team handles all communication with the IRS, gathers required documentation, and ensures compliance while advocating for fair outcomes. This service reduces stress and saves time, allowing you to focus on your business or personal obligations.
Bookkeeping
Our bookkeeping services maintain accurate financial records, including bank reconciliations, income statements, and balance sheets. We provide monthly or quarterly updates to ensure transparency and support informed decision-making. This service is ideal for small businesses seeking to streamline financial operations and improve cash flow management.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to optimize your accounting processes. Our experts ensure proper configuration, provide ongoing support, and train staff to use the software effectively. This service enhances efficiency, reduces errors, and integrates seamlessly with your tax and bookkeeping needs.
Part-Time CFO Services
Our part-time CFO service delivers strategic financial guidance at a fraction of the cost of a full-time executive. We assist with budgeting, cash flow management, profitability analysis, and long-term planning. This service empowers growing businesses to make data-driven decisions and strengthen financial controls.
People
Steve Carter
Owner/Lead Tax Professional
Steve Carter is a seasoned tax preparer with over 30 years of experience and an Enrolled Agent since 2003. He specializes in strategic tax planning, IRS audit representation, and financial coaching, helping clients legally minimize tax liabilities while fostering professional growth through industry leadership roles.
Questions
What tax services do you offer for individuals?
We provide comprehensive tax preparation, audit representation, and strategic planning for individuals, focusing on maximizing deductions and minimizing liabilities.
Can you help businesses with IRS tax problems?
Yes, we specialize in resolving IRS issues like audits, liens, levies, and wage garnishments for businesses through proven negotiation strategies.
Do you offer QuickBooks support for small businesses?
We provide QuickBooks setup, training, troubleshooting, and tune-ups to streamline accounting processes for small businesses.
What is included in your bookkeeping services?
Our bookkeeping includes bank reconciliations, income statements, balance sheets, general ledger maintenance, and unlimited consultations for small businesses.
How does your Part-Time CFO service benefit growing businesses?
Our Part-Time CFO service offers strategic financial planning, cash flow management, and profitability analysis at a fraction of full-time costs.
Are your tax professionals certified?
Yes, our lead professional is an Enrolled Agent licensed by the IRS with 30+ years of experience in tax strategy and compliance.
