Cody Carter
I’m a CPA with over 15 years of experience helping small business owners, professionals, and retirees make smart, tax-savvy decisions. I now run a solo firm in Orono, Maine, where I offer personalized, flat-rate tax preparation and advisory services.
📍 Works with clients across the U.S.
0
Client Reviews
$750 to $10K
Project-Based Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
a proactive individual or small business who values accuracy, clear communication, and personalized financial guidance—someone who sees you not just as a tax preparer, but as a trusted partner in navigating complex financial decisions.
Clients who wouldNOTbe a good fit
Someone who expects a one-size-fits-all approach, resists organized financial documentation, or prioritizes speed over accuracy
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Services Offered
Service Pricing
Project-Based Fee
$750 to $10,000
Meeting Options
Client Portal/Online Platform
Video meetings
Phone
Email
Cody Carter's Tech Stack
About Cody Carter
I’m a CPA with over 15 years of experience helping small business owners, professionals, and retirees make smart, tax-savvy decisions. I now run a solo firm in Orono, Maine, where I offer personalized, flat-rate tax preparation and advisory services.
I use flat rate pricing because it lets both of us focus on getting things done right instead of tracking every minute it takes to get there. I run a solo-practice because I like knowing the work was done correctly and I like you knowing the person you’re talking to is the one doing it. Also, I enjoy listening to the same lo-fi soundtracks without headphones for hours at a time which is best done alone.
Whether you’re based in Maine or working remotely, I specialize in supporting people with more complex returns — multiple income streams, business ownership, real estate, or retirement transitions. If that sounds like you, let’s talk.
I use flat rate pricing because it lets both of us focus on getting things done right instead of tracking every minute it takes to get there. I run a solo-practice because I like knowing the work was done correctly and I like you knowing the person you’re talking to is the one doing it. Also, I enjoy listening to the same lo-fi soundtracks without headphones for hours at a time which is best done alone.
Whether you’re based in Maine or working remotely, I specialize in supporting people with more complex returns — multiple income streams, business ownership, real estate, or retirement transitions. If that sounds like you, let’s talk.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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