Business Details
14 Years
experience
Your Trusted CPA Partner in Ada, MI
Dan Carter Advisors is a West Michigan-based CPA firm dedicated to providing comprehensive tax, accounting, and business consulting services. Our team specializes in serving small businesses, real estate, construction, nonprofit organizations, and technology companies. We prioritize value pricing, offering flat-rate fees tailored to client needs with unlimited access to our team, ensuring transparent and open communication. With decades of combined experience, including Dan Carter's 29-year tenure leading a large local CPA firm's Construction and Real Estate practice, we deliver industry-specific expertise to help entrepreneurs and businesses grow. Our services extend beyond traditional accounting to include strategic planning, business valuations, and innovative tax solutions.We partner with clients to navigate complex financial landscapes, from startup funding to mergers and acquisitions. Our team includes seasoned CPAs and tax professionals committed to client success. We leverage tools like QuickBooks and ADP to streamline financial operations, enabling clients to focus on growth opportunities. Our mission is to empower businesses with actionable insights and personalized support, ensuring they thrive in competitive markets. Trust us to combine technical excellence with a client-centric approach, delivering reliable solutions that align with long-term goals.
Services
Tax Preparation
Accounting & Bookkeeping
Business Consulting
Business Valuations
Client Advisory Services
Payroll Processing
Financial Statement Preparation
Strategic Planning
Mergers & Acquisitions
Tax Problem Resolution
Details
- Year established: 2012
Highlights and features
- We offer value pricing with flat-rate fees and unlimited client access.
- Our team includes CPAs with 29+ years of experience in real estate and construction.
- We specialize in industry-specific solutions for small businesses and nonprofits.
- We provide comprehensive services from tax planning to business valuations.
- Our client-centric approach ensures transparent communication and personalized support.
Services
Tax Preparation
We provide tax preparation services for individuals, partnerships, corporations, trusts, and nonprofits. Our team identifies tax-saving opportunities and projects obligations to avoid penalties. Specializing in complex tax scenarios for businesses in real estate, construction, and technology sectors.
Accounting & Bookkeeping
We manage bookkeeping, financial statements, payroll, and cash flow for small businesses using QuickBooks and ADP. Our services include budgeting, KPI development, and strategic financial advice tailored to real estate, nonprofit, and tech industries.
Business Consulting
We assist businesses with startup funding, mergers, acquisitions, and tax-efficient entity structures. Our consulting includes succession planning, capital formation, and creative problem-solving for entrepreneurs and growing businesses.
Business Valuations
We deliver comprehensive business valuations for mergers, acquisitions, and financial reporting. Our customized approach uses industry-leading methodologies to assess market conditions, financial performance, and growth potential with strict confidentiality.
Client Advisory Services
We offer fractional CFO/controller services, forecasting, and strategic planning. Our team provides benchmarking, cash flow management, and financial analysis to support data-driven decisions for small to midsize businesses.
People
Dan Carter
Managing Member
Dan founded the firm in 2012 after leading a large CPA firm's Construction and Real Estate practice for 29 years. He specializes in tax strategies and business growth for entrepreneurs.
Joel Ypma
Senior Manager
Joel oversees accounting and tax services, bringing expertise in financial reporting and compliance for small businesses and nonprofits.
Jackie Ortiz
Manager
Jackie manages client relationships and tax consulting, focusing on strategic planning and tax-efficient solutions for business owners.
Tate Jesky
Advisor
Tate supports clients with bookkeeping, payroll, and financial operations, leveraging QuickBooks expertise to streamline processes.
Dawn Carter
Firm Administrator
Dawn manages administrative operations, ensuring seamless client service delivery and organizational efficiency.
Questions
What type of clients do you specialize in?
We focus on entrepreneurs, small businesses, real estate firms, nonprofits, and tech companies with under $10M in sales or $25M in net worth.
Can you help with past accounting issues?
Yes, we resolve multi-year accounting problems, communicating risks and solutions to bring clients into compliance with tax authorities.
Do you assist with overdue tax returns?
We help file delinquent returns, navigating regulations to minimize penalties and recover potential refunds.
What bookkeeping intervals do you offer?
We customize bookkeeping frequency to client needs, balancing cost-effectiveness with timely financial insights.
How do you handle tax authority communications?
We represent clients in IRS or state tax notices, providing expert guidance to resolve issues efficiently.
