Susan Carter CPA, P.A.

About Susan Carter CPA, P.A.

Category: Accounting Services and Financial Planning

Our firm provides a holistic approach to tax, financial, and estate planning. We help individuals and multi-generational clients, ranging from young adults just starting their life journey to clients with complex planning scenarios...and all types in between. We also work with trusts and estates and the families, beneficiaries, and trustees that need guidance in a technical and often complex area, to make the pieces fit together nicely.