Carter & Associates, LLC

10/08/2026

10/08/2026

Strong firms are built through implementation, client service and consistent leadership.

Today, Carter & Associates, LLC recognizes three tax offices for their work this year:

🥇 #1 Soarer — Pathway Tax Solutions
Karistian Bridges
🥈 Sharper — Global Diamond Financial
🥉 #3 Soarer — Gardner Financial Strategies
DrTyra Gardner

These offices represent what happens when business owners use their tools, serve clients and continue building the infrastructure behind their firms.

Purchasing software is the beginning.

Learning, implementation, leadership and consistent service are what move a firm forward.

Congratulations to each office on this recognition.

Celebrate these tax-office owners in the comments.

10/07/2026

Million $$ ideas mean NOTHING without million-dollar EX*****ON!

10/07/2026

You already know how to prepare tax returns now it’s time to build a stronger, more profitable tax firm.

Get 38% off the Smarter Software Package during Drick-tober! 💚🩷

The Smarter Package is designed for experienced tax preparers who are ready to operate professionally, strengthen their systems and receive the support needed to grow.

Your package includes:
✔️ Professional tax software
✔️ 80/20 revenue split
✔️ CRM included
✔️ Training and technical support
✔️ Bank and IRS registration assistance
✔️ Client forms and business resources
✔️ Access to the private Tax Firm Network

Drick-tober price: $1,550 regularly $2,500.

Stop piecing your business together one problem at a time. Get the software, systems, training and support needed to prepare for a stronger 2027 tax season.

Work smarter. Build stronger. Join Team Carter.

Shop now:
https://dricktober.carterandassociatesllc.com/home

#1 Tax Brokerage & Software Company

10/07/2026

Ready to build beyond your own tax clients?

Get 38% off the Sharper Software Package during Drick-tober! 💚🩷

The Sharper Package is designed for experienced tax professionals who are ready to build a team, resell professional tax software and create additional revenue opportunities.

Your package includes:
✔️ Professional tax software
✔️ 90/10 revenue split
✔️ CRM access
✔️ Training and technical support
✔️ Bank and IRS registration assistance
✔️ Client forms and business resources
✔️ Software reseller opportunities

Drick-tober price: $2,170 regularly $3,500.

Stop thinking like a solo preparer and start building the infrastructure of a growing tax firm.

Build your team. Expand your income. Join Team Carter.

Shop now:
https://dricktober.carterandassociatesllc.com/home

#1 Tax Brokerage & Software Company

10/07/2026

You’ve mastered preparing tax returns. Now it’s time to Soar into service bureau ownership. 🚀

Less than 20 Soarer packages remain!

The Carter & Associates Soarer Service Bureau Package is designed for experienced tax professionals ready to build a team, support other preparers and create additional revenue beyond their own client returns.

With Soarer, you can:
✔️ Receive 100% of your eligible fees directly
✔️ Set your own service bureau fees
✔️ Add unlimited user IDs
✔️ Access volume-based add-ons and rebates
✔️ Sell professional tax software
✔️ Build and support your own tax team
✔️ Receive training, CRM access and technical support

Drick-tober price: $2,790 regularly $4,500.

Payment options are available through Sezzle, Klarna and Afterpay.

This is not a beginner package. It’s for the experienced tax professional ready to stop operating as one preparer and start scaling as a service bureau owner.

Soar higher. Build bigger. Join Team Carter.

Shop now:
https://dricktober.carterandassociatesllc.com/home

#1 Tax Brokerage & Software Company

10/07/2026

38 years of life, lessons, and LEVELING UP! 💚🎉

In numerology, 3 is associated with creativity and communication, while 8 represents ambition, abundance, and achievement and that’s the energy I’m bringing into year 38! ✨

Celebrate with me and invest in your next chapter.

Take 38% OFF your order with code BDAY. 👏🏽🔥

Shop at dricktober.carterandassociatesllc.com
💚 #1 Tax Brokerage & Software Company

10/07/2026

You’ve been saving posts about building your tax business… now it’s time to put that knowledge to WORK. 💚🔥

The Money Manual Sale is your cue to shop all things TAXES and invest in your next move.

Starting your tax business? Growing your firm? Ready to get more intentional about how you operate? Go find the resources that support where you’re headed.

Don’t just scroll tonight. Shop, learn, and APPLY. 👏🏽

🛒 Shop the Dricktober sale:
https://dricktober.carterandassociatesllc.com/build-the-firm-behind-the-clients

10/07/2026

Your tax business needs a plan to grow. 💚💞

The Tax Firm Success Planner from Carter & Associates helps you organize your goals, plan your revenue, and stay focused on building a profitable tax firm.

Stop guessing your next move. Start planning it.

📲 Get yours at www.dricktober.carterandassociatesllc.com