You are on page 1of 6

50 Hurt Plaza Ste 1450-F Atlanta, GA 30305

678-951-8880 scarter@carterperryllc.com

www.CARTERPERRYLLC.com

As the intricacies of Government and Tax Law increases, the need for an accountant has become more detrimental. The Internal Revenue Service is responsible for enforcing the tax law, for collecting taxes, for processing tax returns, for issuing tax refunds, and for turning over the money collected to the US Treasury. The Treasury in turn, is responsible for paying various government expenses. The Internal Revenue Service requires all, every person, organization, company or non-profit to be subject to the income tax. "Subject to income tax" means that people and organizations must report their income and calculate their tax. Some organizations are exempt from tax, but they are still required to file a return as their tax-exempt status could be revoked if the organization fails to meet certain criteria.

Carter & Perry, L.L.C. helps by projecting, measuring and reassessing


your financial skeleton to promote fiscal success and afford budgetary savings. Our firm provides the expert tax, accounting and business advisory expertise that is required to implement leading edge sustainable business practices, techniques, metrics, and strategies for Governments, Not-For Profits, Corporations, Businesses and Individuals. Our firms principals and mangers are all either Certified Public Accountants or Enrolled Agents (Federally Licensed Tax Experts).

The Firm
_____________________________________________________________

Carter & Perry, L.L.C.


In Business Since: 2003 Address: 50 Hurt Plaza Ste 1450-F Atlanta, GA 30305 Partners: 2 Total Firm Size: 7
Carter & Perry L.L.C. Expert Tax and Business Advisors Page 2

Carter & Perry, L.L.C. is a full service Tax, Accounting and Business Advisory firm, serving
Atlanta and the southeast region. We are one of the premier accounting firms in Atlanta that are providing value added services to clients.

We offer services to clients in three main areas:


Tax Planning & Return Preparation Advisory & Representation Accounting and Auditing for Governments, Corporations and Not-For Profits
We take a proactive approach to tax services by keeping current on new tax laws and legislation. As a result, we are able to identify key tax planning opportunities. Tax services offered include, but are not limited to:

Tax planning & return preparation for:


Individuals Partnerships LLCs/LLPs Corporations Estates, trusts and gifts Charitable gift planning Private and Non- For Profit Organizations

Advisory & Representation:

Retirement planning Business structuring and re-structuring Business transaction analysis (buying/selling/terminating a business) Real estate investment, like-kind exchanges, etc. IRS representation Business and transactional matters Charitable gift planning & venture philanthropy Depreciation and fixed asset acquisition analysis Divorce and support consulting

Carter & Perry L.L.C.

Expert Tax and Business Advisors

Page 3

Accounting and Auditing for Governments, Corporations and Not-For Profits


We routinely perform all of the professional services usually identified with public accounting firms, including: Audits of financial statements Reviews and compilations of financial statements Internal control reviews Cash flow projections and budgeting Bookkeeping (monthly/quarterly/annually) Accounting system set-up

Client Portfolio: Our client portfolio includes professionals from many service industries, some of which are:
Engineering (Structural/Automotive) Not-For Profits Attorneys Physicians Fashion & Entertainment Industry Information Technology Companies Transportation and Real Estate Professionals and Businesses

Our highly experienced team is committed to working directly with our clients to understand their services to achieve the clients goals. We pride ourselves on our connectivity to the tax and business community, for as a result, our knowledge of tax and tax law is consistently evolving with the industry in great efforts to quickly respond to ever changing circumstances for you, our client. In any business, the quality of the service depends on the people who provide it. Because our firm is relatively small, our clients benefit by getting personalized and quality service that is beyond comparison. At Carter & Perry, L.L.C., our professional staff is dedicated to honoring a tradition of excellence and commitment to quality client service - one client at a time.

Carter & Perry L.L.C.

Expert Tax and Business Advisors

Page 4

Our founding partners


Sam Carter EA Federally Licensed Tax Expert
Education:

Xavier University B.S. Accounting and Business Administration


Summary of Experience:

Sam Carter Carter is a federally licensed expert tax accountant and one of Atlantas most preeminent business advisors. He is a co-founding partner of Carter & Perry, L.L.C. (Atlanta based full fledge CPA firm) and also the founding partner of Lead Accounting (technology company providing virtual accounting for small businesses across the United States). Carter has a successful track record with over a decade of experience coaching and managing not only fiscal success but also the civic and philanthropic success of hundreds of small businesses across the country. Carter received his Bachelors of Science from Xavier University with a Major in Accounting and Business Administration. As a tax professional, he has prepared thousands of corporate and high net worth individual income tax returns. He was a tax accountant for the State of Arizona government accounting office. He also worked as a tax accountant for Thomas and Zollars; one of Phoenix, Arizonas oldest and most prominent CPA firms and Habif, Arogeti and Wynne, Atlantas largest privately owned CPA firm, consequently, Carter has gained extensive tax knowledge and experience before starting his own professional tax practice (Carter Company Tax and Accounting). He is a member of the Hugh M. Gloster Society, National Association of Enrolled Agents (NAEA), and the American Institute of CPAs (AICPA). Carter currently sits on the Executive Board of The Globe Academy, which is a lottery funded charter school in DeKalb County with a mission of providing children with a challenging and exciting education that fosters critical thinking, global awareness, and language fluency. He is most passionate about helping people grow their passions and achieving the highest points of their personal and professional excellence.

Ronald Perry CPA MTX


Education:

Georgia State University Masters of Taxation Georgia State University B.S. Accounting and Business Administration
Summary of Experience:

Ronald Fitzgerald Perry is a Certified Public Accountant, licensed in the state of Georgia. With a Masters degree in Taxation, he is one of the southeasts most knowledgeable Business and Tax advisors. He is a co-founding partner of Carter & Perry, L.L.C. (Atlanta based full fledge CPA firm) and also a founder of R. Fitzgerald & Associates (Registered Certified Public Accounting Firm responsible for the Audit and Assurance Engagements). Mr. Perry has impeccable insight when it comes to business formation, operating efficiency and tax strategies; this record has developed over three decades from corporate and public accounting experience.

Carter & Perry L.L.C.

Expert Tax and Business Advisors

Page 5

Mr. Perry has worked for several large companies; his education and experience culminating into a controllers position at the US Headquarters of a multi-billion dollar Indian Information Technology and Training company. He spent four and a half years working for two large local CPA firms which would prove to provide invaluable training and experience just a few years down the line. He also spent an additional 3 years on a Real Estate Investment Companys tax team, preparing corporate and partnership returns while consulting its 15,000 foreign partners. Mr. Perry is a current member of the Georgia Society of CPAs, the American Institute of Certified Public Accountants and a member of the National Association of Black Accountants (NABA). While nurturing and growing a thriving accounting practice, Ronald finds time to volunteer in the community. He is on the executive committee of the Aids Research Consortium of Atlanta (ARCA), an organization that provides research and clinical testing for new and experimental medications in the fight against HIV and AIDS. He is also a board member of the Goodman Foundation, an organization that promotes health and wholeness among men of African descent. He always has time to mentor and assist young men in his community as they pursue excellence in their chosen passion. He strives to provide his business community and clients with the insight and excellence that he finds is sometimes lacking when they seek advice from other communities. Our Team:

Ryan Mcgee, Dewitt Bauld Juli Wolfson Estelle Gregory Gabriel Coats

CPA (Audit) Senior Manager Accountant (Tax and Accounting) Accountant (Tax and Accounting) Executive Assistant

Carter & Perry L.L.C.

Expert Tax and Business Advisors

Page 6

You might also like