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Your Personal and Business Needs

Our Mission

At Dollars & Sense Tax & Accounting Services, we believe in fostering financial success for individuals and businesses through personalized and supportive accounting services. We treat every client as a valued partner, offering insightful guidance and comprehensive solutions tailored to their unique needs.

Who We Are

Our team of experienced professionals are passionate about helping clients navigate the complexities of finances. Led by Carrie Y. Carter, an Enrolled Agent with the Department of Treasury, we have the qualifications and expertise to handle all your accounting needs. We are dedicated to open communication, clear explanations, and building trusted relationships with our clients.

Individual & Small Business Accounting

  • Tax Return Preparation
  • QuickBooks Training & Assistance
  • Financial Consulting & Planning
  • Payroll & Bookkeeping Services

Business Accounting Services

  • Business Accounting & Financial Statements
  • Payroll & Bookkeeping Services
  • Quickbooks Training & Consulting
  • Tax Planning & Compliance

Our Expertise

We are experts in:

  • Tax compliance and planning
  • Financial management and budgeting
  • Accounting software training and support
  • Business consulting and financial planning
  • Payroll processing and compliance

Why Choose Dollars & Sense?

  • Personalized Attention: We take the time to understand your unique needs and goals to create a customized plan.
  • Clear & Transparent Communication: We believe in open and clear communication throughout the process.
  • Accessibility & Availability: We are responsive to your needs and questions.
  • Expertise & Integrity: We hold the highest ethical standards and are committed to exceeding expectations.

Contact Us Today

Don't hesitate to contact us and schedule a consultation to discuss your financial goals and explore how we can help you achieve success. We look forward to partnering with you on your journey towards financial stability and growth.

Reviews
Positive: Carrie is an honest and professional accountant who goes above and beyond in her services.
Negative: Lack of communication and trust issues with the accountant, resulting in missed deadlines.

Overall Experience

The reviews highlight a mixed experience with the accountant, with one customer having a extremely negative experience and another having a very positive one.

Communication Issues

One of the major concerns raised by a reviewer is the lack of communication from the accountant. The reviewer mentions that they dropped off their tax information weeks ago, but have not received any updates or communication from the accountant, which has resulted in their taxes not being filed on time.

Trust and Reliability

The same reviewer expresses a lack of trust in the accountant, stating that they have "ghosted" them and are not available to respond to their queries. This raises concerns about the reliability of the accountant and their ability to meet deadlines.

Professionalism and Excellence

On the other hand, another reviewer praises the accountant, Carrie, for being an honest and professional accountant who goes above and beyond in her services. This reviewer has been using Carrie's services for years and is extremely satisfied with her work.

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