Business Details
24 Years
experience
Your Trusted Partner for Accounting & Financial Planning
Founded in 2002 by Jodi Carter, CPA, our firm has redefined accounting by integrating behavioral finance principles with technical expertise. We specialize in guiding individuals, freelancers, and small businesses through complex financial decisions by addressing both the emotional and practical aspects of money management. Our approach begins with understanding clients' unique goals and challenges, then leveraging that insight to create personalized financial strategies. With over 30 years of combined experience, our team delivers tax preparation, financial planning, and educational programs that empower clients to build confidence and achieve long-term financial wellness. We prioritize collaboration and proactive communication, ensuring clients remain informed and aligned with their objectives throughout the year.Our commitment to innovation is reflected in our proprietary Financial Insight Training programs, which address diverse financial needs from mindset shifts to investment strategies. Having served clients for over 40 years collectively, we maintain a reputation for professionalism, responsiveness, and technological adaptability. Our services extend beyond traditional accounting to include estate planning coordination, business structuring, and specialized support for creative professionals and high-net-worth individuals. We measure success by our clients' ability to make confident financial decisions that align with their personal values and life goals.
Services
Tax Preparation
Financial Planning
Accounting Services
Estate Planning
Business Structuring
Financial Insight Training
Investment Guidance
IRS Representation
Details
- Year established: 2002
Highlights and features
- We illuminate the emotional components of financial choices through personalized analysis
- Our collaborative process integrates tax data with long-term financial planning strategies
- We implement customized communication schedules to ensure ongoing financial alignment
- Our team combines 30+ years of technical expertise with behavioral finance insights
- We provide specialized support for creative professionals and complex tax situations
What people say
No one better
Professionalism
Instrumental support
Delight to work with
Consummate professional
Services
Tax Preparation
Our comprehensive tax preparation services combine technical expertise with personalized financial analysis. We specialize in handling complex tax situations for individuals, freelancers, and small businesses across multiple states. Our approach ensures compliance while optimizing tax-saving opportunities through year-round financial planning and strategic documentation organization.
Financial Planning
We create customized financial plans that integrate behavioral insights with technical analysis. Our services include retirement planning, investment strategy development, and cash flow management tailored to individual goals. Certified professionals work closely with clients to build sustainable financial frameworks that adapt to changing life circumstances and market conditions.
Financial Insight Training
Our proprietary training programs address financial mindset development and practical money management skills. The three-tiered system includes Insight for personal financial awareness, Ifcome for uncertain income management, and Benchmark for investment education. These programs empower clients to make confident financial decisions through structured learning experiences.
Business Structuring
We provide strategic guidance for business formation and operational structure optimization. Our services include entity selection, accounting system implementation, and tax compliance planning for freelancers and small businesses. We help entrepreneurs establish efficient financial frameworks that support growth while maintaining regulatory compliance and tax efficiency.
Estate Planning
Our estate planning services coordinate with legal professionals to create comprehensive wealth transfer strategies. We specialize in integrating tax considerations with long-term financial plans for high-net-worth individuals. Our approach ensures smooth business succession and asset protection while minimizing tax liabilities through strategic documentation and ongoing plan maintenance.
People
Jodi Carter
Certified Public Accountant
With 30+ years of experience, Jodi leads Carter CPA by combining technical expertise with behavioral finance insights. She specializes in guiding clients through complex financial decisions while maintaining the firm's quality standards.
Libby Vona
Firm Manager
Libby manages over 12,000 annual tasks, ensuring client and team organization. She maintains operational efficiency through meticulous scheduling and communication management while supporting the firm's service delivery framework.
Michael Terebush
Tax and Accounting Assistant
Michael handles tax preparation and accounting data management for business clients. He specializes in compliance requirements and software solutions that streamline financial processes for growing businesses.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including business structuring, tax compliance, cash flow management, and financial reporting tailored to small businesses and freelancers.
How does your financial planning process work?
Our process combines behavioral finance insights with technical analysis to create personalized plans addressing retirement, investments, and cash flow management aligned with client goals.
Do you offer specialized services for creative professionals?
Yes, our Ifcome program addresses financial challenges for artists and creatives with uncertain income through specialized budgeting and tax strategies.
What sets your tax preparation apart from other firms?
We combine technical expertise with personalized financial analysis, focusing on long-term tax optimization rather than just annual compliance.
How do you handle multi-state tax situations?
Our team has extensive experience managing complex tax scenarios across multiple states, ensuring compliance while optimizing tax-saving opportunities.
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