Carter Pierre-Louis
Owner, Cir 230 Certified Tax Preparer, Business Consultant, Bookkeeping & Accounting @Cartermoney.Com
Signup · Get unlimited contacts
WORK HISTORY
Owner, Cir 230 Certified Tax Preparer, Business Consultant, Bookkeeping & Accounting @Cartermoney.Com
Fort Lauderdale, FL, US
CarterMoney.com is my way of bringing the power of modern Finance to everyday people, using the expansive knowledge that I have gained throughout a career in the Financial industry.As a seasoned Banking & Finance professional, I strive to serve as the liaison between people and financial goals. I am a local expert with local relationships and connections, and also a business expert with several years of banking experience to best serve my clients.As a Certified Tax Preparer, I use my knowledge of Business and Finance to help clients optimize their tax profiles. Throughout the tax preparation process, I typically discover simple ways that individuals can use the tax code to their advantage, such as-Starting a small business-Choosing what to write-off and what may qualify-How to balance your taxes with your financial goals (such as buying a home, starting a business)I have years of experience as a Home Lender specializing in Conventional, FHA, VA, FHA 203(k) and non-standard loan products. As a Business & Tax advisor, I work closely with clients throughout the financing process, as Tax Planning can greatly affect a client’s ability to obtain financing. Unsure of where to start? Reach out to me today, and let’s have a FREE ideas session.
EDUCATION
Florida International University
Bachelor of Business Administration (BBA), Finance
Florida International University - College of Business
Master of Science in Finance, Investments
SKILLS
ABOUT CARTER PIERRE-LOUIS
Helping you achieve your financial goals is my business. As a Business Consultant,…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.