Let’s Start With a Conversation.
Tell me a little about your situation so I can understand what you need and determine whether my experience and practice are a good fit.
Schedule an AppointmentHow Can I Help?
Whether you need help preparing your taxes, have received an IRS notice, are approaching retirement, or have questions about a small business, the first step is a conversation.
New and Prospective Clients
Tell me a little about your tax situation and the questions you would like to discuss. Your responses will help me understand your needs before we schedule a consultation.
- Individual tax preparation
- Retirement tax questions
- IRS notices and previously filed returns
- Starting or operating a small business
Already a Client?
Use the secure client portal to upload documents, complete organizers, review requests, sign documents, and communicate about your tax work.
Please use the portal rather than regular email when sending tax documents or other sensitive information.
Access Your Secure Client PortalOther Ways to Reach Me
Please note: This is a solo CPA practice. If I’m unavailable during the business day, please leave a voicemail, send an email, or schedule an appointment online. I personally return messages later the same day whenever possible.
Call
Personal Service, Wherever You Are
Mark Carter CPA is a virtual practice serving individuals, families, retirees, and small-business owners. Consultations and tax-return reviews are generally handled by phone or secure video meeting, and documents are exchanged through the TaxDome client portal.
Protecting Your Information
Please do not send Social Security numbers, tax returns, financial statements, or other sensitive documents through regular email. When documents are needed, I will provide access to the secure TaxDome client portal.
You Don’t Have to Figure It Out Alone.
Tell me what is on your mind. We’ll start by understanding your questions and determining the appropriate next step.
Start the Conversation