Dan Carter Advisors, CPA

Dan Carter Advisors is a West Michigan-based CPA firm specializing in helping entrepreneurs, closely-held businesses, real estate professionals, contractors, and technology companies achieve financial success. We thrive on building lasting client relationships and providing innovative solutions to complex financial challenges.

Our Values

Our core values guide everything we do:

• Integrity: We uphold the highest ethical standards and maintain professional confidentiality.
• Client-Focused: We prioritize understanding your unique needs and delivering personalized solutions.
• Innovation: We embrace new technologies and industry trends to offer efficient and effective services.
• Transparency: We communicate clearly and honestly, providing regular updates and explanations.
• Value-Driven: We believe in building lasting client relationships through exceptional service and results.

Tax Services

• Comprehensive tax planning and preparation
• Individual tax planning for high-net-worth individuals and families
• Business tax planning and compliance
• SALT taxation planning
• Filing of various tax returns including individual, corporate, partnership, and trust returns

Accounting & Bookkeeping

• Full-service bookkeeping solutions for small and medium-sized businesses
• Development and implementation of accounting systems
• Financial statement preparation and analysis
• Payroll management and compliance

Business Consulting

• Strategic planning and growth guidance
• Start-up consultations and funding assistance
• Capital raise strategies and financial analysis
• Business valuations and mergers & acquisitions

Industry Expertise

We have extensive experience serving clients in various industries including:

• Construction
• Real Estate
• Technology
• Closely-held Businesses
• Startups

Our Approach

We believe in building strong client relationships and proactively addressing your financial concerns. Our Value Pricing model ensures transparent and accessible communication, while our team of experienced professionals provides tailored solutions to your unique needs.