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Carter Group Tax Service A professional service firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Served areas
  • Dallas County, Collin County
Highlights and features
  • Free Consultations
  • Family owned and Operated
Services
Tax Services
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Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Tax Planning in Richardson
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Small Business Services
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Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Services for Individuals
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Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Reviews (11)
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Conner Hill
Jun 13, 2021
Came in for a tax consultation. Got helpful suggestions, and options to consider for my tax situation. Friendly staff, and great experience, learned some valuable information. Would recommend.
Preston Wetherington
Nov 04, 2020
Very professional, and a great team of people to work with! For any tax preparation or bookkeeping needs, Carter Group Tax is a must!
Karen Hook
Dec 12, 2019
Very pleasant, efficient group. Feel privileged to have then completing family taxes.
Josh Harvey
Jun 29, 2019
Professional and quick with turnaround. Their new online portal makes the process super easy.
Amanda P.
Jun 09, 2019
In a short period of time, Steve was able to provide good information that helped with our tax planning. He was very pleasant and knowledgeable.
Amanda P.
Apr 10, 2019
In a short period of time, Steve was able to provide good information that helped with our tax planning. He was very pleasant and knowledgeable.
Gantait Subhankar
Nov 30, 2018
Me and all my friends had a very bad experience with this tax professional. Without any reason he will ask your personal property detail and according he will charge you the fees ( very very high fees). Once again, Beware of this tax group.
Melissa Hailey
May 31, 2016
Carter Group Tax does a great job. They are always easy to talk to, and they help you understand your rights when dealing with the IRS. They make things easy to understand and they really care about you and your specific tax situation.
Dina Johnson
Jun 24, 2015
This tax office is professional, prompt, and always willing to answer questions. I would not consider using another tax office.
Melissa Hailey
Carter Group Tax does a great job. They are always easy to talk to, and they help you understand your rights when dealing with the IRS. They make things easy to understand and they really care about you and your specific tax situation.
Dina Johnson
This tax office is professional, prompt, and always willing to answer questions. I would not consider using another tax office.