Business Details
37 Years
experience
Trusted Tax Advisory Services in San Mateo, CA
Christina Carter Tax Service has been delivering expert accounting, tax preparation, and IRS resolution services since 1989. Founded by Christina Carter, an Enrolled Agent with decades of federal tax expertise, we specialize in personalized strategies to legally minimize tax liabilities and maximize financial growth for individuals and small businesses. Our team combines rigorous certifications, including QuickBooks Pro-Advisor status, with a deep understanding of federal and state tax regulations to ensure compliance and client confidence.With over 35 years of experience, we prioritize confidentiality, ethical practices, and proactive communication, helping clients navigate complex tax scenarios and build long-term financial stability. Recognized by professional organizations such as the California Society of Enrolled Agents and the National Tax Practice Institute, we remain committed to advancing our clients' interests through education, tailored solutions, and unwavering dedication to service excellence.
Services
Tax Preparation
IRS Resolution
Bookkeeping
Tax Advisory
Business Consulting
Back Taxes
Amended Returns
Tax Projections
Entity Setup
Audit Representation
Details
- Year established: 1989
Highlights and features
- We are licensed Enrolled Agents with federal authority to represent taxpayers before the IRS.
- Our team has resolved tax issues for over 35 years, including audits, liens, and back taxes.
- We offer personalized, client-centered strategies tailored to unique financial circumstances.
- Our QuickBooks Pro-Advisor certification ensures precise business accounting and tax integration.
- Local expertise in San Mateo County tax regulations ensures accurate state and federal compliance.
Associations and certifications
- Enrolled Agent (EA)
What people say
Exceptional accuracy
Proactive approach
Knowledgeable and reliable
Painless filing
Deep understanding of tax laws
Services
Tax Preparation
We offer meticulous tax preparation for individuals and self-employed clients, ensuring compliance with current tax laws. Our services cover personal returns, business filings, and out-of-state returns, minimizing liabilities through strategic deductions. With continuing education, we stay ahead of tax code changes to maximize savings and avoid costly errors.
IRS Resolution
Our IRS resolution services address liens, wage garnishments, and back taxes through customized strategies. We negotiate payment plans, offer-in-compromise settlements, and penalty abatement to alleviate financial stress. With decades of experience, we protect clients' rights during audits and collection actions, restoring peace of mind with ethical, effective solutions.
Bookkeeping
We provide year-round bookkeeping for small businesses, including ledger management, bank reconciliations, and financial reporting. As QuickBooks Pro-Advisors, we streamline systems to improve cash flow visibility and tax readiness. Our services reduce administrative burdens, allowing business owners to focus on growth while ensuring accurate, up-to-date records.
Tax Advisory
Our tax advisory services deliver strategic planning to optimize financial outcomes and ensure compliance. We assist with tax projections, entity selection, and regulatory requirements, tailoring advice to clients' industries. By proactively addressing potential issues, we help clients reduce risks and leverage opportunities for long-term stability.
Business Consulting
We guide new businesses in selecting appropriate entity structures and meeting legal requirements. Our consulting includes licensing, tax planning, and accounting setup to establish a solid foundation. With local expertise in San Mateo County regulations, we empower entrepreneurs to launch and manage ventures confidently and compliantly.
People
Christina Carter
Owner, Enrolled Agent
Christina Carter, a federally licensed Enrolled Agent since 1992, has over 35 years of tax expertise. She graduated from Golden Gate University with a Bachelors in Management and the College of San Mateo with an Associates in Accounting. Active in professional societies, she held leadership roles in tax consulting organizations from 20062019.
Questions
What tax services do you offer?
We provide tax preparation, planning, IRS resolution, bookkeeping, business consulting, and audit representation for individuals and small businesses.
Are you licensed to practice before the IRS?
Yes, Christina Carter is a federally licensed Enrolled Agent (EA) with unlimited rights to represent taxpayers before the IRS.
How can you help with IRS tax debt?
We negotiate payment plans, offer-in-compromise settlements, and penalty abatement to resolve IRS debt while protecting clients' rights.
Do you work with small businesses?
Yes, we assist with business entity selection, bookkeeping, tax planning, and compliance tailored to small business owners' needs.
What areas do you serve?
We serve San Mateo County, California, including San Mateo, Redwood City, Belmont, and surrounding communities.
How do I schedule a consultation?
Call us at (650) 343-4650 to discuss your tax needs and arrange a personalized consultation.
