Business Details
37 Years
experience
Expert Tax Services in San Mateo, CA
Christina Carter Tax Service has been delivering expert tax and accounting solutions in San Mateo, CA since 1989. As an Enrolled Agent with over 35 years of experience, I specialize in tax preparation, planning, and IRS resolution services tailored to individuals and self-employed professionals. My practice is built on federal licensing, QuickBooks Pro Advisor certification, and a commitment to personalized strategies that maximize tax savings while ensuring compliance. With a focus on confidentiality and integrity, I help clients navigate complex tax laws, resolve back taxes, and implement proactive financial planning.My team's expertise extends to business consulting, bookkeeping, and representation before the IRS, ensuring clients receive comprehensive support. Recognized by the California Society of Enrolled Agents and National Tax Practice Institute, our firm combines local knowledge with national standards to serve communities across San Mateo County. By maintaining rigorous continuing education and adhering to ethical guidelines, we provide reliable, client-centric solutions that prioritize long-term financial health.
Services
Tax Preparation
IRS Tax Resolution
Bookkeeping Services
Tax Planning
New Business Consulting
Details
- Year established: 1989
Highlights and features
- We are federally licensed Enrolled Agents with 35+ years of tax resolution expertise.
- Our personalized approach tailors solutions to your unique financial circumstances.
- QuickBooks Pro Advisor certification ensures precise accounting and bookkeeping support.
- Local San Mateo County expertise with compliance in federal, state, and local tax laws.
- Proven track record resolving IRS liens, levies, audits, and back tax issues.
Associations and certifications
- Enrolled Agent (EA)
- QuickBooks Pro Advisor
What people say
Expertise, precision, dedication
Knowledgeable, up to date
Proactive approach
Exceptional accuracy
Confident, compliant service
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and self-employed professionals. We maximize deductions while minimizing liabilities through meticulous review of income, expenses, and eligibility for credits. With continuing education on evolving tax codes, we transform complex documentation into stress-free submissions that align with your financial goals.
IRS Tax Resolution
Specializing in IRS problem-solving, we negotiate payment plans, penalty abatements, and offers-in-compromise. Our federally licensed team stops wage garnishments and bank levies by creating tailored strategies for unfiled returns, back taxes, and audit representation. We serve as your advocate to achieve sustainable resolutions with the IRS and Franchise Tax Board.
Bookkeeping Services
Year-round bookkeeping maintains precise financial records for small businesses. We handle bank reconciliations, sales tax filings, and QuickBooks setup to provide actionable insights. This service ensures accurate reporting for tax purposes while freeing business owners to focus on growth through reliable financial management and cash flow analysis.
Tax Planning
Proactive tax planning identifies savings opportunities throughout the year. We analyze income projections, business structure, and life changes to implement legal strategies that reduce liabilities. This includes retirement planning, entity selection, and timing of deductions to optimize your financial position beyond annual filing requirements.
New Business Consulting
We guide entrepreneurs through business entity selection, licensing requirements, and accounting system setup. Our consulting covers tax implications of business structures, record-keeping practices, and compliance frameworks. This foundation ensures new ventures operate efficiently while maximizing deductions and minimizing regulatory risks from inception.
People
Christina Carter
Enrolled Agent
Christina Carter, EA, has provided tax solutions since 1989 after earning her Enrolled Agent license through rigorous IRS exams. With degrees in Management and Accounting, she combines technical expertise with personalized service to resolve complex tax issues for individuals and businesses across San Mateo County.
Questions
What tax services do you offer?
We provide tax preparation, IRS resolution, bookkeeping, tax planning, and new business consulting for individuals and small businesses in San Mateo County.
How can you help with IRS tax problems?
Our federally licensed team negotiates payment plans, penalty abatements, and offers-in-compromise while representing clients in audits, levies, and lien removal processes.
Are you qualified to handle complex tax issues?
As Enrolled Agents with 35+ years of experience, we maintain advanced certifications and continuing education to resolve audits, back taxes, and compliance challenges.
Do you work with small businesses?
Yes, we offer bookkeeping, entity selection, and tax planning services specifically designed for startups and established small businesses in San Mateo County.
What areas do you serve?
We serve all San Mateo County communities including Redwood City, Burlingame, Foster City, and South San Francisco with localized tax expertise.
