OUR FIRM
We provide accounting and tax preparation services for a wide variety of clients. We specialize in:
- Tax return filing and tax planning for individuals
- Bookkeeping and financial statements for small businesses
- Corporate tax returns
- Partnership and Subchapter S tax returns
Annual participation in Continuing Professional Education courses keeps us on the leading edge of ever-changing tax laws and accounting methods. Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price. Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses, and please visit the Contact Us page for information regarding how to reach us!
OUR FOUNDER
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Brian Carter is a CPA and a 1978 graduate of Texas Tech University. He worked in public accounting for two years, before moving to private industry for National Medical Care's Bio-Medical Applications division where he served in the Dallas Regional Office. Within two years he became its Regional Controller. In 1983, he moved on to the law firm of Johnson & Swanson (later known as Johnson & Gibbs and Johnson & Wortley). It was there that he sharpened his skills among the best and brightest in downtown Dallas - and became a CFO for the first time in 1986. That law firm grew to national status during his controllership. In 1995, he led the wind down of Johnson & Wortley and joined law firm of Jenkens & Gilchrist as its Director of Finance, which had also set its sights on becoming a national power. During this period, Brian also became active in ministry serving with Promise Keepers and helping start the men's ministry at Crossroads Christian Church. He also helped his brother, Bruce, establish an international missions organization and continues to serve as her CFO. The two law firms provided exposure to complex partnership and corporate tax returns, dynamic budget and forecasting modeling, banking relationships, critical thinking and strategic planning. Missions and work in his local church provided insights into non-profit accounting and IRS reporting. In 2013, he launched Carter Tax & Financial Solutions, where he supports clients in health care, energy, legal, real estate and non-profit industries, as well as a wide variety individuals needing assistance with their personal income taxes.