Tax Planning & Preparation

Take control of your financial future with expert preparation, planning and resolution services, designed for both individuals and businesses, to ensure accurate and timely ensuring efficient and personalized tax strategies.

How our tax services help you

Our comprehensive income tax planning and preparation services are designed to help your business:

Reduce Tax Burden: Minimize your tax bill and keep more profits in your business.
Optimize Financial Performance: Identify opportunities to reduce tax liabilities and improve your bottom line.
Ensure Compliance: Ensure accurate and timely filing of tax returns to avoid penalties and interest.

Our Tax Services

Tax Return Preparation: Accurate and timely preparation of federal, state, and local tax returns for business and personal tax returns (1120s, 1120, 1065, 1040 etc)
Tax Planning Strategies: Identification of tax savings opportunities through strategic planning and consultation.
Audits and Appeals: Representation in the event of an audit or appeal to ensure your best interests are represented.
IRS representation: Tax Debt Settlements, Tax Debt Payment Plans, Penalty Abatements, Tax Debt Forbearance
Retirement Planning: (SEP IRA, SIMPLE IRA, solo 401(k) or solo Roth 401(k)

Tax planning for businesses involves strategic approaches to minimize tax liability

Here are some strategies:

Understand different types of taxes that businesses are subject to.
Identify tax-saving opportunities.
Structure business operations and financial transactions to minimize tax obligations while complying with tax laws.
Consider tax status changes based on your business structure.
Take advantage of tax deductions and credits.
Plan for wealth transfer and exit strategies.
Be strategic with tax elections.
Explore fringe benefit plans and carryover deductions.

When Is It Time for Professional Tax Prep?

Sometimes it’s difficult to know when you need professional help with your taxes. Here are some signs it might be time:

You are looking to create or restructure your business entities to minimize tax liabilities

You need help determining how your business will be taxed

You work with mergers and acquisitions

You need help with estate planning issues that affect different types of taxes

You are looking to save the maximum amount on tax liabilities

You need guidance on tax-related issues
You need assistance with income, property transactions, and/or gifts

Auditing & Consulting On Your Side

Regardless of the situation, you find yourself in, don’t worry—we’re here to help. You are likely able to file an amended return to add deductions and other details that may have been missed during your first attempt—which is what our Take Two® Tax Consultation is all about.

TAX RESOLUTION

Tax debt can be intimidating and stressful.
We specialize in tax issues for $10,000+ in Outstanding Taxes

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Are you ready to make your business thrive?

With Carter and Carter’s Business LLC, we focus on making your business thrive and not just survive. We work closely with you to make tailored solutions specific to your needs.

What Our Client’s Say

Working with Carter's Business Solutions helped me find loopholes that saved me a lot of money. Extremely happy with their services and professionalism.

Christopher Carter is an experienced professional individuals, he works closely with you to help identify your needs and provide with tailored solutions.

They do not waste time, Chris made the whole process so smooth and made me understand the problems and gave me actionable solutions.