Steve Carter - Steve 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.