Carter & Associates, LLC

08/04/2026

IRS forum NOLA day 1

08/04/2026

It’s renewal season.

If you’re an existing Carter & Associates tax firm, renew your software partnership today for just $199 annually.

Your renewal keeps your access to:
• Training & mentorship
• Software support
• Marketing resources
• Our tax professional network
• Business tools designed to help you grow

This renewal offer is for current partners only.

Renew today and stay ready for another successful tax season.

Call: 877-331-0099

08/04/2026

Unsure if we’re the right fit to help build your firm? Text join to get access to a tax firm consultation call.

08/04/2026

Ready to start or scale your tax business?

Whether you’re brand new or ready to operate with your own EFIN, we have a partnership built for you.

Choose the path that fits your goals:

• Starter
• Smarter
• Sharper
• Soarer

Each package includes the software, mentorship, business support, and resources needed to build a profitable tax firm.

Not sure which package is right for you?

Schedule a consultation with our team and we’ll help you choose the best option for your business goals.

Visit: carterandassociatesllc.com
Call: 877-331-0099

08/04/2026

08/03/2026

NOLA TAX FORUM FEST IS HERE!

After you leave the IRS Tax Forum this week, the networking isn’t over-you already know where to go! Treehouse Tuesday and Hide/Seek Wednesday for NOLA Tax Forum Fest. Grab tickets, sponsorships or a section with a bottle show. Hookahs available. TaxForumFest.com

Sponsored by Carter Capital, PLLC

08/03/2026

Subscribe to get exclusive benefits:
https://www.facebook.com/carterandasscllc/subscribenow

08/03/2026

NEW ORLEANS, THIS ONE IS FOR YOU! 💜✨
Join us for Tax Night Out, an evening created for tax professionals, entrepreneurs, and business owners to connect in a safe space filled with real resources, real conversations, and real opportunities.
Whether you’re looking to grow your business, ask questions, build relationships, or simply be in a room with like-minded professionals, this event is for you.
✨ FREE Admission
✨ Live Panel Discussion
✨ Networking
✨ Shopping
✨ Refreshments
✨ Grant Giveaway for One Tax Preparer
✨ Office Supply Giveaways
🗓 Wednesday, August 5
🕕 6:00 PM – 9:00 PM
📍 3824 Magazine St., New Orleans, LA
🎟 Reserve your FREE spot now:
https://www.eventbrite.com/e/1996429467279?aff=oddtdtcreator
Bring a friend, bring your business cards, and come ready to connect, learn, and grow. We can’t wait to see you there! 💜💛

08/02/2026

The best credit professionals don’t wait for leads—they create them.

That’s why I just released another month of exclusive marketing resources inside the Wealth Experts Community for our members.

This month’s release includes:

• Weekly client email templates
• Weekly SMS marketing campaigns
• DM conversation starters that help convert followers into paying clients

These aren’t generic templates.

They’re designed to help credit professionals:

* Generate consistent leads
* Build trust through education
* Reactivate inactive prospects
* Increase consultations
* Grow referral business
* Position themselves as the go-to credit expert in their community

The strategy is simple: post daily, email weekly, text weekly, and start conversations every day.

Consistency builds credibility. Credibility builds clients.

If you’re ready to grow your credit business with proven marketing systems, practical resources, and a community of professionals committed to helping people achieve financial freedom, the Wealth Experts Community is where you belong.