• CARTER & BALSAM will work with you and your other advisors to solve your business problems. We provide assistance with cost controls, cash flow, credit policies, pricing, organization issues, loan applications, and your other individual business needs.  When you start a business, CARTER & BALSAM can help you select the proper organizational structure and help you secure adequate financing.  We can assist you in developing a strategic plan and implementing that plan to achieve your goals.

ACHIEVING MAXIMUM SUCCESS AND PROFITABILITY

• CARTER & BALSAM can prepare or supervise the preparation of financial statements and management reports. Helping you to use the statements in managing  your business effectively and increasing its profitability is an important aspect of our service to you. We design recordkeeping systems to fit your business and personal affairs.

PLANNING TO MINIMIZE TAXES

• CARTER & BALSAM monitors tax law changes that will affect you, recommends tax saving strategies, and serves as your advocate in tax matters. We prepare all required returns to ensure that you are paying no more tax than necessary.

ESTATE AND FINANCIAL PLANNING

• CARTER & BALSAM  is your financial consultant working with you to increase your net worth, then planning with you to minimize estate taxes. A total program including an analysis of net worth and family business transfers is available to assist you in maximizing benefits for yourself and your heirs.