Kevin Carter CPA

Accountant in Warwick, RI (show on map)

4.7

★★★★★

13 reviews

Your Experienced Warwick Accountant offering comprehensive accounting, tax, and financial planning services for small businesses and individuals.

Call (401) 736-0040

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About

For decades, Kevin D. Carter CPA has helped small businesses throughout the Providence metropolitan area grow and thrive through tailored accounting solutions, tax planning, retirement and estate planning, and QuickBooks services.

Serving industries such as medical, professional services, retail, and hospitality, the firm offers personalized attention and extended hours during tax season. Services include bookkeeping, payroll, new business formation, individual and business tax preparation, and strategic financial advice in English, Spanish, and Portuguese.

Personalized attention for each client

Expertise in small business accounting and tax preparation

Comprehensive financial planning services

Multilingual support (English, Spanish, Portuguese)

Extended hours during tax season

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure wealth growth and longevity.

Risk assessment Retirement readiness analysis Education savings planning Tax minimization strategies Roth IRA conversion evaluation Social security impact analysis

Retirement Planning

Develop a retirement plan that aligns with current financial situation and long-term goals, considering tax implications and Social Security benefits.

Financial situation evaluation Budget creation for retirement goals Social Security benefit timing analysis Lump-sum vs. monthly payment comparison Retirement income distribution planning

Small Business Accounting

Comprehensive accounting solutions for small businesses, including bookkeeping, payroll, tax preparation, and business formation.

Bookkeeping Payroll services Business tax preparation and planning New business formation Cash flow management Bank financing assistance

Tax Preparation and Planning

Expertise in individual and business tax preparation, tax planning, and resolution of tax problems, including IRS audit representation.

Tax preparation Tax planning IRS audit representation Non-filed tax return resolution Back taxes owed management Payroll tax problem resolution IRS lien and levy negotiation Offer in compromise Bankruptcy coordination Innocent spouse relief

QuickBooks Services

Support for QuickBooks users, including setup, training, and ongoing assistance to optimize accounting processes.

QuickBooks setup QuickBooks training QuickAnswers support QuickTune-up maintenance QuickBooks tips and best practices

Estate Planning

Guidance on estate, gift tax, and trust tax strategies to preserve wealth and ensure smooth asset transfer.

Estate planning consultations Gift tax strategy development Trust tax planning Will and trust document preparation Probate avoidance strategies

Credentials & Certifications

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Reviews

Rating

4.7

★★★★★

Reviews

"Knowledgeable, friendly and efficient!"

Frequently Asked Questions

What services does Kevin D. Carter CPA offer? +

The firm offers personal financial planning, retirement planning, estate planning, small business accounting, bookkeeping, payroll, cash flow management, bank financing, succession planning, new business formation, tax preparation, tax planning, tax problem resolution (including IRS audit representation), and QuickBooks services.

How does Kevin D. Carter CPA help with retirement planning? +

The firm evaluates current financial situations, creates budgets aligned with retirement goals, reviews Social Security accounts, and determines optimal retirement income strategies, including lump-sum vs. monthly payment options.

What industries does Kevin D. Carter CPA serve? +

The firm serves industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

What languages does Kevin D. Carter CPA communicate in? +

Services are provided in English, Spanish, and Portuguese.

How can I contact Kevin D. Carter CPA? +

Contact via phone at (401) 736-0040 or through the contact form on the website.

What is the firm's approach to personal financial planning? +

The firm provides one-on-one guidance and a comprehensive financial plan that manages risk, improves performance, and ensures wealth growth and longevity, addressing questions about risk tolerance, retirement readiness, education savings, tax minimization, Roth IRA conversion, and social security impact.