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Carter Tax & Financial Service Taxes

What makes us special is our personal approach. At our firm, you’re not just a number. We take the time to really understand your goals, your business, and your unique financial situation. As Enrolled Agents, we’re federally licensed tax professionals with the expertise to represent you before the IRS. We specialize in individual taxes, business taxes, fiduciary accounting, payroll services, financial planning and consulting, offering personalized strategies that truly make a difference. Whether it’s maximizing your refund, keeping your books in order, or helping you plan for the future, we treat every client like family and work hard to deliver results that matter.

Website: carter-tax.com

Phone: (619) 698-0508

Interested in our services?

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5360 Jackson Dr, Ste 118 La Mesa, CA 91942 ·2148.64 mi

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Reviews

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4.0 15 reviews
5 star
11 4 star
0 3 star
0 2 star
1 1 star
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John M. 04/02/26

I have been using Carter Tax Service for several years. They have always done outstanding work on my behalf. Elsa has recently been my tax accountant. She is easy to work with very professional. I...

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Ed D. 07/22/26

After many many years of using Carter Tax I can only say that their professionalism and excellent customer service along with their expert knowledge of Financial Services, makes Carter Tax by far...

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Jim B. 03/11/26

Very professional company I have used for years. Wonderful staff. Excellent at handling my personal taxes, C Corp taxes and payroll. Highly recommend!

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Kathy S. 02/05/26

Carter Tax is an exceptional team. I have had a relationship with them for over 5 years. They are timely with complex tax preparation including overseas income, provide relevant and well...

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Priscila T. 07/16/25

I've been working with carter tax for over 5 years now, and I can confidently say they've been nothing but reliable, professional, and incredibly helpful every single year. They take the stress...

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