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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm Saturday 10am - 2pm

CARTER TAX & FINANCIAL SERVICES

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Tuscaloosa, AL
CARTER TAX & FINANCIAL SERVICES

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No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Why settle for less when we can give you our best!

We offer tax preparation with individual and business taxes. We also offer payroll, bookkeeping services, and other financial services needed. We have fast, friendly, and professional services!

10/28/2026

MY TAX CLIENTS: Don’t let a credit application be the first time you find out what’s on your credit reports.

Thinking about a different car, a new apartment, or buying a home when tax season comes around? Put checking your credit on the list NOW. 🏡🚗

You already know me as your Tax Professional. I also teach people how to understand their credit reports and dispute information they believe is inaccurate.

With OCR Disputes DIY, you get:

✅ 3-bureau credit monitoring
✅ DIY dispute tools
✅ A way to take an active role in managing your credit

All for $59/month🔥🔥🔥🔥

You handle your own disputes. I teach you how to understand what you’re looking at and use the tools.

Don’t wait until you’re sitting at the dealership or submitting that rental application. Give yourself time to review your reports and address potential errors before you apply.

👉 Get started today!!! Link in the comments👇🏾👇🏾

Sherry Carter | OCR Disputes DIY

10/17/2026

The best appointment times go first in January.

Call now to get on the list for your preferred day and time. Same team you trust, every year.

Carter Tax & Financial Services: 205-366-0448

10/14/2026

"How fast will I get my refund?"

Here's the truth: the IRS controls refund timing, not your tax preparer. The IRS says most e-filed refunds are issued in less than 21 days. If you claim the Earned Income Credit or the Additional Child Tax Credit, the law holds those refunds until mid-February.

What we control: filing it right, filing it complete, and filing it early. That's how you avoid delays.

Questions? 205-366-0448

10/12/2026

Tax season is about 90 days away.

Start a folder now. Every W-2, 1099, and tax letter that comes in the mail goes straight in it. When January hits, you just grab the folder and come see us.

Carter Tax & Financial Services: 205-366-0448

08/11/2026

🎉 Happy Birthday to our amazing CEO Sherry Carter! 👑💚

Today, Carter Tax & Financial Services celebrates the woman whose vision, dedication, and leadership continue to make an impact in the lives of our clients and community.

Thank you for leading with purpose and always pushing toward greater growth, service, and success.

May this next chapter bring you everything you’ve worked for—and more. 🥂✨

Happy Birthday from your Carter Tax & Financial Services family! 🎂💚

07/25/2026

How confident are you in your financial future? ✔️

Financial confidence doesn’t happen by accident — it comes from having a plan.

Ask yourself:

✔ Do you know how much you save each month?
✔ Do you have a tax strategy?
✔ Are you prepared for unexpected expenses?
✔ Do you know your financial goals?

If you can't confidently answer these questions, it may be time to create a plan.

At Carter Tax & Financial Services, we help individuals and business owners build financial clarity, confidence, and long-term success.

📅 Ready to take control of your finances? Book your appointment today: https://www.jotform.com/assign/252975595649176/253506680206050

📞 205-366-0448

07/22/2026

Technology can give you speed. Strategy gives you results.

AI can process numbers in seconds.

Software can automate tasks.

Dashboards can organize data.

But none of those tools can replace experience, insight, and a financial strategy built around your goals.

At Carter Tax & Financial Services, we combine modern technology with expert financial guidance to help individuals and business owners make smarter decisions—not just faster ones.

Because success isn't about having more data.

It's about knowing what to do with it.

📅 Ready for a financial strategy that works as hard as you do?

Book your consultation today: https://www.jotform.com/assign/252975595649176/253506680206050

📞 205-366-0448

07/21/2026

If money was your employee... would you keep it?

Every dollar has the potential to do more than just disappear after payday.

It can build savings. Grow your wealth. Prepare you for the unexpected. Help you reach your goals.

The question is—are you giving your money the right job?

At Carter Tax & Financial Services, we help you create a strategy that puts every dollar to work.

📅 Ready to make your money work smarter? Book your consultation today: https://www.jotform.com/assign/252975595649176/253506680206050

📞 205-366-0448

07/18/2026

Imagine opening your banking app without stress.

No anxiety. No surprises. Just confidence.

Financial peace doesn't happen by luck—it comes from having a clear plan and making intentional decisions with your money.

At Carter Tax & Financial Services, we help you build the strategy behind that peace of mind, so you can focus less on worrying and more on living.

📅 Ready to replace financial stress with financial confidence?

Book your consultation today: https://www.jotform.com/assign/252975595649176/253506680206050

📞 205-366-0448

07/17/2026

🏥 Would your finances pass a health check?

Just like your health, your finances need regular checkups to stay on track.

Ask yourself:

❤️ Is your income supporting your goals?
💰 Are you saving consistently?
📈 Are your investments working for you?
🛡️ Are you prepared for unexpected expenses?

Healthy finances don't happen by chance—they're built through intentional planning and smart decisions.

At Carter Tax & Financial Services, we help individuals and business owners create financial strategies that lead to confidence, stability, and long-term success.

📅 Ready for your financial checkup? Book your consultation today: https://www.jotform.com/assign/252975595649176/253506680206050

📞 205-366-0448

Address

1722 25th Avenue
Tuscaloosa, AL
35401

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm
Saturday	10am - 2pm

Telephone

+12053660448

Website

https://go.cartertaxandfinancialservices.com/

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