Back to Directory
Carter & Company Business Accounting Firm Kansas City CPA

Carter & Company Business Accounting Firm Kansas City CPA

Reviews Summary

Consensus: Customers overwhelmingly praise Carter & Company for exceptional service, expertise, and professionalism. Key highlights include personalized financial advice, transparent communication, and strategic solutions that save money and streamline processes. Many appreciate the team's knowledge, responsiveness, and dedication, often recommending them for business consulting, accounting, and tax services. The firm's ability to simplify complex topics and deliver results earns consistent 5-star ratings, with clients noting long-term value and trust. Multiple reviews highlight their nationwide presence and seamless transitions between locations. Overall, Carter & Company is seen as a reliable, client-focused partner for financial and business needs.

About This Listing

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

1475 Walnut St

Kansas City, Missouri 64106

Visit Website Call Now Get Directions

Hours

Sunday 8AM-1AM
Monday 8AM-1AM
Tuesday 8AM-1AM
Wednesday 8AM-1AM
Thursday 8AM-1AM
Friday 8AM-1AM
Saturday 8AM-1AM

Customer Reviews

Tyler at Carter & Company helped me so much with all my business endeavors and has successfully built my company up. If you need a consulting, Tyler is your guy!

Tyler is so great at what he does! My business is thriving now all thanks to him and his business!

I recently worked with Carter & Company, and I was thoroughly impressed by their professionalism and attention to detail. The team provided expert advice, ensuring that all our financials were handled efficiently and accurately. They were responsive to our questions and offered practical solutions that helped streamline our accounting processes. I highly recommend Carter & Company for their reliable and knowledgeable service.

Wonderful customer service, and very knowledgeable will definitely recommend!

Helped me with my business issue and did my accounting amazing. Highly recommend this

Awesome awesome awesome! Very helpful, exactly what I needed to get my finances in order.

Carter & Co stands out for their personalized approach. They tailor their advice to suit the unique requirements of each client, offering solutions that are both practical and effective. The dedication and attention to detail is nothing short of amazing! The team at Carter & Co in Kansas City is a group of dedicated and knowledgeable professionals who genuinely care about their clients. They took the time to understand my business needs and provided strategic guidance that aligned with my goals. Their expe

It was truly a pleasure working with this company! The insight and overview I received from this team was incredibly beneficial. Kind and personable staff here. Will absolutely return. Thank you again!

If I could give Carter & Company 10 stars I truthfully would! They have another location in Atlanta and I am so thankful that since moving from Kansas I was able to make a smooth transition to their other location. Regardless of where they are located both offices are filled with knowledgeable professionals. They are attentive and I always walk out of my appointments with more knowledgeable than I came in with. I can?t wait to see where they help me take my businesses.

Love this business, great people and even better service!

Carter & Company has been a valuable asset to my business! I have several locations all over the nation and they have an incredible presence in Kansas City! With CFO consulting services they have helped me to make better financial decisions and to improve the overall financial performance of my company. I am confident that I would not be where I am today without their help!

Throughout my process, Carter & Company communicated transparently and kept me informed at every step, giving me confidence in their abilities. Their proactive advice and strategic planning helped optimize my financial situation, leaving me with peace of mind and potential savings I hadn?t even considered.

I?ve been working with this firm for the past year and couldn?t be more impressed with their level of service

they saved me thousands!!!! definitely recommend

I absolutely loved working with Carter and Company. The staff is incredible, responsive, timely, knowledgeable and just overall an amazing experience to work with them. I highly recommend.

Truly an opportunity to be working with C&C, they have helped me tremendously. Extremely resourceful and hardworking staff.

Love working with Carter and Company? the best for your accounting needs,especially for those with a business. 5 stars. ?????????? They can take care of all states with sales tax, your yearly irs taxes and more.A must for my ecommerce business owners. highly recommend.

Great work at a great price. This team went above and beyond my expectations. I will and already have recommended this team for other needing consulting services.

Great services!! I?ve honestly already recommended them to several friends. I?m 100% working with guys again

Their accountants are incredibly knowledgeable, and they took the time to explain complex terms in a way that was easy to understand.

The Carter and Company is the definition of customer service

Very professional and knowledgeable. Made me feel comfortable with deciding to do business with them. Will refer to anyone looking for their services.

This company treated us very nicely and I'll promote them yo my peers

Good cpa company in Kansas City. The service was exceptional and they too care of us

?great firm, they have consistently exceeded my expectations?

pretty server awesome drinks

loved working with this company, wonderful service

They have been a valuable asset to my business and have helped make tax season a lot easier.

This firm has a highly skilled team of experts that I highly recommend to anyone with a business or financial concern.

A pleasure over the years working with Carter & Company. Diligent and resilient at creating solutions.

he truly cares about what you need and he went above and beyond to make sure I had all the information required to make the right decision.

Love this company, great service!

This company was definitely very knowledgeable!

Carter and Co does great work. Solid team of experts

Wonderful company very efficient

Very helpful and knowledgeable team !

True business professionals

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations