Dan Carter Advisors, CPA

At Dan Carter Advisors, we are dedicated to delivering top-notch financial services to our clients. Our team is composed of experienced professionals who specialize in tax preparation, accounting, bookkeeping, business consulting, and more. We cater to a wide range of clients, including small and medium-sized businesses, real estate contractors, non-profit organizations, and entrepreneurs.

Our team is led by Dan Carter, a seasoned CPA with an extensive background in the industry. With over 29 years of experience, Dan has developed a unique approach to providing financial services. Rather than billing by the hour, we believe in offering the best service possible for our clients. This led us to implement Value Pricing, a model where 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 fosters constant and open lines of communication with our clients.

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

At Dan Carter Advisors, we offer a variety of services to meet the unique needs of our clients. Some of our services include:

• Tax Services: Providing tax planning and preparation services for individuals, partnerships, corporations, trusts, and non-profit entities.
• Accounting & Bookkeeping: Servicing small and medium-sized businesses in managing all aspects of your finances including preparing financial statements, payroll, and bookkeeping.
• Business Consulting: Assisting start-up to experienced business owners in strategic planning, transition planning, creative tax problem-solving, capital formation, financing, and more.

In addition to these services, we also specialize in 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.

We cater to a variety of industries, including:

• Real Estate Contractors
• Non-Profit Organizations
• Entrepreneurs

At Dan Carter Advisors, we are committed to delivering exceptional service and helping our clients achieve their financial goals. Whether you are a small business owner, entrepreneur, or non-profit organization, we have the expertise and resources to help you succeed.