Carter CPA LLC
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Find out about of tax preparation for individuals and families Read about our business accounting program Learn about our all inclusive approach to financial planning Get information on our estate planning services Discover how our financial focus on divorce can help get you ready for the future

New York CPA

Our History

For more than 40 years, Carter CPA LLC has served clients in New York, New Jersey, and throughout the country. Initially, the firm focused primarily on tax preparation for individuals. As the needs of our clients evolved to include business accounting, financial planning, and estate planning & administration, Carter CPA expanded into these areas as well. Our firm now offers a range of services that includes assistance with such financial matters as estate tax exemptions and gift tax laws.

Our Clients

We begin every engagement by learning about you, your goals, and the events and choices that are shaping your financial life or your business's financial operations. Our clients include doctors, lawyers, police officers, teachers, business owners, executives, and a host of other professionals. Our clients work in advertising, manufacturing, fashion, entertainment, professional services, construction, and many other industries as well. The common thread that binds them together is the need to have their financial matters taken care of and the desire to make informed decisions in the process.

Whether you are starting a business or career, retiring, buying real estate, going through a divorce, or simply want comprehensive financial advice, Carter CPA can take care of you. Proper tax preparation and estate planning are critical to your financial well-being and the future success of your business and family. Rely on the proven experience of our firm to help you handle your finances appropriately.

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Our Role

As your CPA, we see our role as being your strategic advisor. Our goal is to provide you with step-by-step guidance and comprehensive advice so you can make the most informed decisions possible. We work with you to increase your "Financial IQ" — a measure of understanding of financial impact. By working with you to clarify the impact, we are able to assist you in planning for and accomplishing goals.

The cornerstone of our practice is tax preparation and business accounting. When you work with us, the required income tax returns, business tax filings, financial statements, and estate tax returns are conversation starters rather than the output. While we compile the information necessary to accomplish these services, we learn about you. This knowledge launches our team approach to reviewing every area of your financial life so that we can provide comprehensive assistance.

As your financial team leader, we coordinate the flow of information among your professional advisors. Carter CPA will work with your existing advisors or we would be happy to introduce you to the team we have established to make sure you have all of the necessary resources.

Working Together

In today's fast paced environment the use of cutting edge technology and immediate access to data is important to our clients.

We provide each of our clients with a cloud-based, secure online portal to share information and access documents from anywhere with an internet connection. We also provide hosted software solutions for our business clients. While we make sure to have the best technology available to work together efficiently, there is one thing that we have not changed in forty years. Our business is focused on a great relationship with our clients and working together remotely for most of our services will never replace our availability for a face-to-face meeting. We have two convenient locations to meet with you at 1120 Avenue of the Americas, 4th Floor, New York, NY 10036 and 120 Wood Avenue South, Suite 600, Iselin, NJ 08830.

Do you have any questions? Send us and email today to get them answered
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Offices in Iselin, NJ and New York, NY

Carter CPA LLC - New York Estate Planning CPA
Located at 1120 Avenue of The Americas, 4th Floor, New York, NY 10036.
Phone: (800) 627-2306.
Website: .
Member of the AICPA New York State Society of Certified Public Accountants Member of the AICPA Member of the New Jersey Society of Certified Public Accountants