Donna M. Carter
Donna is a diligent and resourceful professional with over 30 years of tax and accounting experience.
She has held positions of increasing responsibility in the public and private sector as well as the not-for profit area. Her primary emphasis is on federal tax and financial accounting compliance. Her tax experience involves the federal and multi-state tax return preparation for corporations, individuals, partnerships, fiduciaries, and not-for- profits. She has served clients ranging from small businesses and not-for-profit organizations to multinational public companies.
In addition, she has an excellent background in strategic financial planning and reporting as well as operational reviews. Throughout her career she has focused on effectively managing change and ensuring that organizations and individuals were and continue to be well positioned to deal with both internal and external challenges.
She has an innovative and creative approach to her analytical and technical thinking. With a keen ability to create operational efficiencies that increase accuracy and drive productivity, she analyzes accounting policies and procedures and designs and recommends internal control systems that include both preventative and detective controls.
She brings all these skills and more to businesses, community-based organizations, and individuals to ensure that they achieve their business and personal tax, accounting, financial and reporting objectives as the Founder and Chief Financial Officer for Carter Financial Services.
She is a Certified Quickbooks Online Accountant, Microsoft Educator Certified and Microsoft Office Certified. Donna holds a MA, M.S., in Taxation from Suffolk University in Boston and MA, B.B.A., in Accounting from the University of Massachusetts.
Our Vision at Carter Financial Services (CFS) is to offer clients a simplified “One Stop Service” approach where all services are provided through one source.
OUR Professionals
CFS professionals bring their supportive business skills to clients at affordable rates because they understand the importance and the need for clients to obtain quality service.
OUR COMMITMENT
When you choose Carter Financial Services, you are selecting a business partner that is dedicated to meeting your needs and providing you with superior service at affordable prices.
Outsourced Accounting Makes Sense
CFS Not sure where to start when it comes to your accounting or tax needs? Bored by the idea of maintaining the books for your business? No time to worry about paperwork and tax deadlines? Outsource your accounting needs and free yourself to focus on building your business. Work with professionals and you can rest assured that your books are in order and your business benefits from expert accounting and tax services.
Dessa is an Operations Specialist with over 30 years of experience. She has held office positions in both the public and private sector. Her primary emphasis is on business operations. Her operations experience involves improving operational processes to better serve clients and to make the business operations more efficient. In addition, she has over 5 years of bookkeeping, payroll, and tax experience as well as notary credentials.
She brings all these skills and more to businesses, community-based organizations, and individuals to ensure that they achieve their business and personal tax, accounting, financial and reporting objectives as the Co-Founder and Chief Operations Officer for Carter Financial Services!
Dessa J. Payne
Marquette Velasquez
Marquette is the new Financial Administrator with previous experience in law and government contracting. Transitioning from a paralegal position, she is hoping to advance her skill set to include accounting, financial reporting, and working with local based communities and businesses. Combined with training and a passion for fulfilling CFS client's needs, she hopes to embrace any new opportunity to be a part of CFS team and success!
Looking for Professional Help?
Established in Boston, MA, Carter Financial Services provides professional accounting and tax services for individuals and businesses. Our business is rooted in integrity and we pride ourselves on working closely with our clients to ensure they receive quality, tailored and affordable services at all times.