Steve Carter, Carter Group Tax Service

Carter Group Tax Service
Topic: “What Tax Reform Means to You”
Audience: Small business owners and consumers
Territory: Dallas/FortWorth – Collin, Dallas and southern Denton counties


As a Certified Tax Coach™, Steve enables taxpayers to be proactive in managing their taxes by using court-tested, IRS-approved strategies, including minimizing Alternative Minimum Tax, maximizing deductions from real estate and other passive sources and maximizing retirement savings.

And as an Enrolled Agent, Steve is licensed by the United States Treasury to represent taxpayers before the Internal Revenue Service – he’s the person you call first when you need serious help with your taxes.

Prior to opening Carter Group Tax Service in 2004, Steve was president of Otis Carter, Inc. in Dallas, a consulting firm providing primarily bookkeeping and tax services to small business clients, including sole proprietors, partnerships, nonprofits and corporations and individuals.

Before that he was Director of Data Operations: for Utility General, Inc. in Dallas, a third party insurance administrator for specific utility products and Controller/Systems Director for Tropicalanta, Inc. a fast-food franchiser in Atlanta.

A Fellow of the National Tax Practice Institute, Steve is the current Treasurer for the Texas Society of Enrolled Agents and a board member of its local chapter, North Texas Enrolled Agents. He is a graduate of Dallas Baptist University with a dual major in Business and Christian Ministry.

Steve, thanks for an excellent presentation tonight. You provided a substantial number of suggestions that our members can apply immediately. You had numerous questions because you focused on tax matters that many of us have to deal with. Your response to our member after the presentation was particularly good, because you explained the ramifications of her situation. May your business and you continue to prosper as you guide your clients through the stressful circumstances of tax compliance! – Jim Runzheimer, Program Chair 2017 – 2018, Arlington Great Southwest Rotary Club

Steve; We want to thank you for your informative presentation on Tuesday at our Lake Cities Chamber Luncheon! It looked like there were several people who had immediate interest and others will hopefully follow. Everyone had very positive feedback! I appreciate your time and effort. -Kathy King, Luncheon Chair