About Us

Your Trusted Partner for Tax Compliance and Financial Success

Expertise, Integrity, and a Client-First Approach – Discover the Carter & Cohen Advisory Difference.

Our Story

Founded with a vision to simplify complex tax matters, Carter & Cohen Advisory has grown into a trusted partner for businesses and individuals alike. With years of expertise in multi-state and international tax laws, we have built a reputation for precision, transparency, and exceptional client service.

Our journey began with a commitment to providing businesses with clear tax strategies and regulatory compliance guidance. Today, we continue to uphold that commitment by blending traditional values with modern tax technology to deliver reliable and innovative solutions.

Our Mission

To provide accurate, insightful, and strategic tax solutions that empower our clients to achieve compliance and financial efficiency.

Our Vision

To be the go-to tax advisory firm for businesses seeking expert guidance on multi-state and international tax compliance.

Our Core Values

Integrity: Upholding the highest ethical standards in every aspect of our work.
Client-Centricity: Building long-term relationships based on trust and personalized service.
Accuracy: Ensuring precision and reliability in every tax strategy and filing.
Innovation: Leveraging the latest technology to streamline and enhance tax compliance.
Transparency: Clear, honest, and open communication at every step.

What Sets Us Apart

Industry Expertise: Deep understanding of multi-state tax laws and international regulations.
Proactive Approach: Anticipating challenges and opportunities to keep your tax strategy optimized.
Technology-Driven Solutions: Utilizing advanced tax software for accurate and efficient compliance.
Dedicated Support: A personal tax advisor to guide you through complex regulations.

Team Member

We Have Skilled People

Marketer

Jenelia Orkid

Admin

Robert Johnson

Consultant

Harry Abraham

Client Testimonials

Best Word Our Clients

With a passion for helping businesses navigate complex tax regulations, Mark leads Carter & Cohen Advisory with a focus on accuracy and strategic tax planning. With over 20 years of experience, he has successfully guided companies in multi-state and international tax compliance.

Mark Reynolds

Managing Partner

Linda specializes in international tax compliance, helping businesses and individuals manage foreign investments and cross-border tax obligations. She ensures that all clients benefit from tailored tax strategies that maximize compliance and minimize liabilities.

Linda Parker

Senior Tax Consultant

Jason has extensive experience in FBAR reporting and compliance with foreign tax obligations. He works closely with businesses handling multi-state and international transactions to ensure seamless compliance with regulatory requirements.

Jason Foster

Compliance Specialist

Emily focuses on corporate tax structuring and financial forecasting. Her expertise helps businesses optimize tax strategies while ensuring full adherence to state and federal tax laws.