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About Carter Group Tax Service CPA Firm

Carter Group Tax Service has the specialized tax planning expertise that you can only get from a Certified Tax Coach. Our unique, advanced training empowers us to find the little-known deductions, hidden loopholes, and proven strategies that bring our clients a boatload of tax savings. We design personalized tax plans to dramatically reduce taxes and preserve income for highly successful business owners, doctors, dentists, professional athletes and high net worth families.

Effective Tax Reduction Strategies

As a trusted tax advisor, we ensure all of our clients avoid attention from the IRS while paying the lowest amount of tax required by state and federal guidelines. Our methods are legal, ethical, and highly effective. Call us today at 972-633-1040 to schedule your free consultation. As a thank you for scheduling your consultation, we'll provide our free book, The Great Tax Escape, which is sold in hard cover on Amazon*.


Steve Carter, EA

Steve Carter EA, President

Steve Carter has more than 30 years of experience in tax and bookkeeping services. Steve is a graduate of Dallas Baptist University. Steve became an Enrolled Agent in 2003 being federally licensed by the US Department of the Treasury. Steve completed the three-year fellowship to the National Tax Practice Institute™ in 2009. Steve serves on the boards of Texas Society of Enrolled Agents and Tax Alliance Conference. He is currently the President of North Texas Enrolled Agents.

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

Prior to Steve joining his father’s tax firm (Otis Carter, Inc.) in 1999, Steve was Director of Data Operations for Utility General, Inc. in Dallas, a third-party insurance administrator for specific utility products, and prior was Controller Systems Director for Tropicalanta, Inc. an Atlanta restaurant chain.

Based in Richardson, Carter Group Tax Service provides a wide range of business control and tax services for businesses and individuals throughout North Texas, services include bookkeeping and payroll support, annual tax filings and proactive tax planning. He offers IRS audit representation, non-filed returns, back taxes, payroll tax problems, liens, levies, wage garnishments, payment plans, bankruptcy and innocent spouse relief.

In 2011, Steve began speaking to the local community about taxpayer rights and IRS awareness through public engagements. He began meeting with local Rotary Clubs, Exchange Clubs, Ambucs, Kiwanis, and Lions Club. As of May 2017, Steve has spoken to 70 different group introducing Himself and the EA credentials to over 1500 individuals.