Start or Grow your tax firm with Carter and Associates LLC
Carter and Associates was created for Accountants, Bookkeepers, CPAs, EAs and Tax Preparers who are looking to increase their revenue on their time. We have partnered with hundreds of tax firms across the U.S. on launching, growing and scaling their tax firm.
Check out our network directory for a list of the tax firms powered by our software.
Launch Your Tax Firm
Grow Your Clientele
Increase Your Revenue
Increase Your Networth
At Carter and Associates, we offer more than professional tax firm consultancy, mentorship and software. Established in 2019 to create and train top producing tax firms. Our mission is to provide accountants, bookkeepers & tax professionals with opportunities for growth, the most innovative software and solutions in the tax industry. It is important to have a strong network of people around you to develop and grow your tax firm.
#1 Tax Brokerage
Solutions to Grow with Your Business
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​Single Tax Office Support
With both desktop and online solutions, Carter and Associates has the tools to ensure the success of your business while serving the needs of your community.
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Multiple Tax Offices
As your business grows, so do your needs — and our products are designed to grow with you. This ensures a consistency that your business needs to successfully expand.
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Service Bureaus
As the #1 tax brokerage for Service Bureaus, Carter and Associates understands the unique needs of this market. Successfully helping local and national franchises compete with large corporations since 2019.
