In today's constantly changing business and financial environment, you need professionals who do more than drop numbers into boxes. You need a firm that understands your business, is sensitive to your particular needs, and is there to provide advice and guidance. You need a firm that can help you utilize your resources more effectively as you work towards your financial goals.

CARTER & BALSAM can help you reach your financial goals by:
  • Achieving maximum success and profitability in your business
  • Keeping your taxes to a minimum
  • Building your net worth through sound financial planning
  • Preserving your estate for your intended heirs
  • Developing strategic financial plans
  • Providing litigation support and forensic accounting services
  • Planning for an affluent retirement
  • Assisting in accounting reports for management
  • Securing financing sources and assisting in negotiations

CARTER & BALSAM, Certified Public Accountants, is a professional corporation licensed by the California Board of Accountancy.


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