Hours: Monday - Friday 8am-5pm
Extended hours during tax season.
(January 1st through April 15)
Services Provided:
Income Tax Preparation:
Individual
Corporate & Partnership
Estate & Gift
Trust
Tax Credit Planning
Business Support Services:
Bank Reconciliation
Bookkeeping
Financial Statements
Sales Tax Returns
Industry Specific Reports
Financial Planning & Analysis
Tax Planning
Estate & Retirement Plannig
Business Succession Planning
Business Planning
Payroll Services
Check Writing
Depository Cards
State Tax Filings
Quarterly Tax Filings
Year-end Reporting & W-2s
Incorporation Services:
Determine the Best Entity for Your Business
Business Plan Design
Federal & State Registration
Corporate Record Keeping
Owner Compensation Planning
Eldercare Services
Bill Payment
Checkbook Reconciliation
Payroll & Tax filing for Household Employees
Investment Monitoring
Quickbooks and Peachtree set-up and training
Founded by Leon A. Carter, our firm has been in the Mission area for 25 years. We serve individuals, small businesses and several large corporations.
David L. Carter, CPA, attended Abilene Christian University where he received his MBA.
Since that time he has specialized in Tax Planning for individuals and small businesses.
"My focus is to help clients increase their profitability and decrease their tax liability." David L. Carter
