Susan Carter CPA, P.A.

Susan has been taking care of our taxes for a long time. Her advice and recommendations have been spot on with our taxes and financial investments.

We asked our financial advisor if he knew a good tax advisor. He introduced us to Susan, I believe in 2009. She retired for about two (2) years. She came out of retirement and we were very estatic when she took us back, because we knew we were not going to have worry about our taxes or investments.

I just met Susan for the first time today at her 15th annual tax event and she was everything I had heard about her - very knowledgeable, high energy, personable, professional, warm and inviting - all those adjectives one likes to hear about the person who is about to do your taxes. I can't wait to work with her. And kudos to her office manager, Melissa, and the rest of the team for putting on an enjoyable event.

I have relied on Susan Carter, CPA PA and her wonderful team for over ten years. Susan’s comprehensive approach to my financial and life situation has consistently assured excellent results and has been the basis for placing my trust in her firm year after year.
Susan is well known for going that “extra mile” through her dedication to educating her clients. Each January she covers the “What’s Now and What’s Next” of taxes during an informative luncheon event - one that can be counted on to bring a lighthearted, fun touch to the oft-dreaded approach of tax season. Her firm’s monthly newsletters offer valuable additional information on the planning... read full review