Veteran-owned & independently operatedUtica, NY roots · Virtual service nationwide
CONTACT US

Let's start with
a conversation.

Located in the Utica, New York area and serving clients virtually throughout New York and across the country. Tell us what you need and we’ll discuss whether we’re a good fit.

GETTING STARTED

Use the short form below for general inquiries. Tax clients use secure client portal after receiving an invitation; please don't include sensitive records in this form.

A SIMPLE FIRST STEP

Good questions
are welcome here.

Tell us a little about your situation. You can request an email response or discuss a phone or video call; scheduling is confirmed after we review the inquiry.

REACH US DIRECTLY(252) 670-7061rcarr@carraccountingsolutions.com

Call or email with general questions, or use the consultation form. Please do not send tax records or sensitive financial details by regular email.

01
Tell us what you're looking for

Share a non-confidential summary of your situation.

02
Discuss fit and next steps

We'll review your inquiry and confirm whether we can help.

03
Keep sensitive records secure

For tax preparation, invited clients use secure client portal for requested documents. Other records should be shared through an agreed secure process, not this form.

CONSULTATION INQUIRY

How can we help?

A few details are all we need to get started. Fields marked * are required.

! Please do not send confidential information. No Social Security numbers, account numbers, tax documents, or other sensitive details in this form. For tax preparation, invited clients use our secure client portal. Do not upload records through this form.

This is a consultation request, not an instant appointment booking. Submitting an inquiry does not create a client relationship; any engagement and secure document process are agreed separately.