Book a consultation, start a return, or just ask us a question
Three ways in, all of them free to begin. Choose whichever matches where you are right now.
Monday – Thursday, 9:30am – 5:00pm ET · Every inquiry answered within 2 business days.
Book a consultation
A complimentary 30-minute conversation about your taxes, credit, entity or books. You'll leave knowing what to do next, whether or not you hire us.
Call 800-599-2880
Start your tax return
Ready to file? Choose personal or business below and submit your information securely to a licensed preparer.
Go to the intake formSend an inquiry
Not sure what you need, or just want a straight answer before committing to anything? Send a message and we'll route it to the right department.
Use the form belowChoose the form that fits your situation
Both forms go straight to a licensed preparer — you can upload documents as you go and save your progress. Pick personal or business to begin.
Trouble with the form? Open it in a new tab or call 810-493-6605.
Call us and we’ll find a time
Consultations are scheduled by phone or through the inquiry form below — whichever is easier for you. Either way you hear back within two business days.
Monday – Thursday, 9:30am – 5:00pm ET
No mystery, no pressure
Before the call
You'll get a confirmation with the time and, if relevant, a short list of what to have handy. Nothing lengthy — we're not going to make you do homework to talk to us.
During the call
30 minutes. We ask about your income, your filings, your entity and your goals, and we tell you honestly what we see — including when the answer is that you don't need us yet.
After the call
A written summary of the recommended next steps with a clear scope and cost. No pressure and no surprise invoices.
Tell us what you need and we’ll route it correctly
Tax questions go to SmartTaxIQ. Credit, formation, bookkeeping and consulting go to the main office. Choose the department in the form and it lands in the right inbox.
Main office800-599-2880 · info@cartercoleassociates.com
SmartTaxIQ tax division810-493-6605
Monday – Thursday, 9:30am – 5:00pm ET