Business Details
14 Years
experience
Your Trusted CPA Partner in Ada, MI
Dan Carter Advisors is a West Michigan-based CPA firm dedicated to providing comprehensive tax, accounting, and business consulting services. Our team specializes in serving closely-held businesses, real-estate contractors, construction companies, small businesses, and technology firms. We pride ourselves on a client-centric approach that prioritizes value over traditional hourly billing, offering flat-rate pricing and unlimited access to our team. With decades of combined experience, we help entrepreneurs and business owners navigate complex financial challenges, from startup phases to growth and capital formation.Our industry-specific expertise ensures clients receive tailored solutions that align with their unique needs. We are committed to fostering long-term relationships built on trust, transparency, and a deep understanding of our clients' goals. By focusing on proactive tax planning, strategic advisory services, and operational support, we empower businesses to thrive in competitive markets. Our dedication to innovation and client satisfaction has established us as a trusted partner for businesses across West Michigan.
Services
Tax Services
Accounting & Bookkeeping
Business Consulting
Client Advisory Services
Business Valuation
Industry Specialization
Nonprofit Services
Strategic Planning
Details
- Year established: 2012
Highlights and features
- We offer value pricing with flat-rate fees and unlimited access.
- Our team has decades of experience in real estate and construction accounting.
- We provide tailored solutions for small businesses and entrepreneurs.
- We prioritize proactive tax planning to minimize liabilities.
- Our industry-specific expertise ensures precise, actionable financial guidance.
Services
Tax Services
We provide comprehensive tax planning and preparation for individuals, partnerships, corporations, trusts, and nonprofits. Our team identifies tax-saving opportunities and ensures compliance while minimizing liabilities. Clients benefit from accurate projections to avoid surprises and penalties.
Accounting & Bookkeeping
We manage all aspects of financial operations for small and medium businesses, including payroll, bookkeeping, and financial statements. Our services free up clients to focus on growth while ensuring accurate, real-time financial insights and reporting.
Business Consulting
Our consultants assist businesses from startup to expansion with strategic planning, capital formation, and tax problem-solving. We offer tailored advice to help entrepreneurs and established businesses navigate challenges and seize growth opportunities.
Business Valuation
We deliver precise business valuations to support mergers, acquisitions, and financial planning. Our analysis considers industry-specific factors and market conditions to provide actionable insights for informed decision-making.
Nonprofit Services
We specialize in tax and financial services for nonprofit organizations, ensuring compliance with regulatory requirements. Our support includes grant management, budgeting, and strategic planning to enhance operational efficiency and mission impact.
People
Dan Carter
Managing Member
Dan founded the firm in 2012 after 29 years leading a major CPA firm's Construction and Real Estate practice. He specializes in tax, business advisory, and strategic growth for entrepreneurs and technology companies.
Joel Ypma
Senior Manager
Joel provides expert accounting and tax services, focusing on strategic planning and compliance for small businesses and real estate clients. His experience ensures tailored solutions aligned with client goals.
Jackie Ortiz
Manager
Jackie specializes in nonprofit accounting and tax services, offering strategic financial guidance to organizations seeking sustainable growth and compliance with regulatory standards.
Tate Jesky
Advisor
Tate supports clients with business consulting and financial planning, leveraging industry expertise to address challenges and optimize operational efficiency for long-term success.
Dawn Carter
Firm Administrator
Dawn oversees administrative operations, ensuring seamless client service delivery. Her organizational expertise maintains the firm's efficiency and client-focused approach.
Questions
What services does Dan Carter Advisors offer?
We provide tax preparation, accounting, bookkeeping, business consulting, and valuation services for small businesses, real estate contractors, nonprofits, and entrepreneurs.
How does your pricing model work?
We use value pricing with flat fees based on your needs, offering unlimited access to our team without additional hourly charges.
Do you specialize in specific industries?
Yes, we focus on real estate, construction, technology, and nonprofit sectors, providing tailored financial solutions for each industry's unique challenges.
What sets you apart from other CPA firms?
Our client-first approach, industry-specific expertise, and commitment to value-driven service ensure personalized support and strategic financial guidance.
