Innovative strategies

 

TAX PREPARATION / ACCOUNTING & BOOKKEEPING / BUSINESS CONSULTING

 
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ABOUT US

Dan Carter Advisors is a West Michigan-based CPA firm specializing in tax, closely-held businesses, real-estate, construction, small businesses and technology companies. The team has also assisted numerous companies with their start-up, funding, capital raise, development, bookkeeping, accounting and operations.

Our unique approach

Rather than bill by the hour, our team believes in providing the best service possible for our clients. Our commitment to the best client experience led us to implement Value Pricing. Under this model, we agree on a flat rate fee based on your unique requirements. From there, we provide unlimited access to our team at no additional cost. This model of billing creates constant and open lines of communication with our clients.

Our ideal client

Our team has extensive experience assisting small businesses across West Michigan by providing tax, bookkeeping, and consulting services. We enjoy growing alongside our clients and finding ways to grow their business. In addition to providing services to the business, many times we then provide tax preparation and planning services for the business owners. We love solving complex problems and finding innovative strategies to address your specific situation.

 
 

 

OUR SERVICES

 

Tax services

Providing tax planning and preparation services for individuals, partnerships, corporations, trusts, and nonprofit entities.  

 

Accounting & Bookkeeping

Servicing small and medium-sized businesses in managing all aspects of your finances including preparing financial statements, payroll, and bookkeeping. By partnering with us, you’ll spend more time focusing on your growth opportunities.

 

Business consulting

Assisting start-up to experienced business owners in strategic planning, transition planning, creative tax problem-solving, capital formation, financing and more. Entrepreneurs are enabled to thrive with the right advice and support.

 

industry specialization

Your business has needs that are as unique as your industry. Partnering with us first will allow you to focus on your growth rather than training your service provider. Our decades of industry specific experience will give you the edge in your niche.