Business Details
29 Years
experience
Trusted CPA and Legal Services in Edmond, OK
Craig Carter & Associates, established in 1997, has served as a trusted advisor to businesses and individuals across the Oklahoma City Metroplex. Our firm combines CPA, legal, and business advisory expertise to deliver comprehensive solutions tailored to each client's unique needs. With a focus on proactive tax planning, financial management, and legal compliance, we help clients minimize tax obligations while maximizing business growth. Our team brings decades of combined experience in accounting, business valuation, and organizational development, ensuring clients receive strategic guidance grounded in deep industry knowledge.We prioritize personalized relationships, offering outsourced accounting, healthcare-specific services, and estate planning to support long-term success. Our commitment to staying ahead of regulatory changes ensures clients maintain compliance while leveraging every available financial advantage.
Services
Tax Planning
QuickBooks Accounting
Healthcare Accounting
Legal Services
Asset Protection
Estate Planning
Business Formation
Mergers & Acquisitions
Outsourced Accounting
Succession Planning
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of combined CPA and legal expertise since 1997.
- Our integrated approach combines accounting, tax, and legal services under one roof.
- We provide free initial consultations for all business and individual clients.
- Our team specializes in healthcare accounting with 750+ Medicare cost reports filed.
- We implement proactive tax strategies that consistently save clients more than our fees.
Associations and certifications
- Oklahoma Bar Association
- Oklahoma Board of Certified Public Accountants
- U.S. Tax Court
Services
Tax Planning
Our tax planning services focus on minimizing business and individual tax burdens through strategic year-round planning. We specialize in mid-year and year-end tax strategies that leverage legal deductions and credits. Clients benefit from our integrated approach combining CPA expertise with legal insights to optimize tax savings while maintaining compliance.
Healthcare Accounting
We provide specialized accounting services for healthcare professionals including Medicare cost report preparation, practice management accounting, and regulatory compliance. Our team has filed over 750 Medicare cost reports with expertise in crosswalk analysis and electronic submissions. Services include full financial management for physicians, dentists, and medical groups.
Estate Planning
Our estate planning services include wills, trusts, living wills, and tax planning to protect client assets. We create customized plans considering family needs, business interests, and tax implications. We also assist with updating existing plans due to life changes like marriage, divorce, or significant asset changes.
Outsourced Accounting
We offer comprehensive outsourced accounting services including financial statements, payroll processing, and QuickBooks support. Our services scale for businesses of all sizes, providing accurate financial records and management reports. Clients receive tailored solutions from monthly closings to daily cash flow tracking without maintaining an in-house accounting department.
Business Formation
We guide clients through business formation including LLCs, corporations, and partnerships. Our services include entity selection, tax structure analysis, and compliance setup. We help businesses choose optimal structures for tax savings and liability protection while providing ongoing advisory services for business growth and succession planning.
People
Craig D. Carter
CPA & Attorney
Craig D. Carter has over 25 years of experience in tax planning, business valuation, and organizational development. He holds both CPA certification and legal licensure, combining financial and legal expertise to serve business owners. He graduated from the University of Oklahoma with a J.D. and B.B.A. in Accounting.
Barbara Carter-Mesa
Tax/Accounting Manager
Barbara Carter-Mesa manages tax and accounting operations with extensive experience in financial statement preparation and compliance. She works closely with clients on strategic tax planning and outsourced accounting solutions.
Jessica Musshafen
Legal Assistant
Jessica Musshafen provides legal support services with expertise in document preparation and client coordination. She assists with legal filings and client communication for business and estate planning matters.
Deborah McKinney
Firm Administrator
Deborah McKinney oversees firm operations and client services with expertise in business process management. She coordinates client consultations and manages day-to-day administrative functions.
Questions
What services does Craig Carter & Associates offer?
We provide tax planning, accounting, legal services, healthcare accounting, asset protection, estate planning, business formation, and merger/acquisition support.
Do you offer free consultations?
Yes, we provide free initial consultations for both business and individual clients.
What industries do you specialize in?
We specialize in healthcare accounting, real estate, construction, manufacturing, and professional services industries.
Are you qualified to handle both accounting and legal matters?
Yes, our team includes CPA-certified professionals and licensed attorneys with decades of combined experience.
How can you help minimize my tax obligations?
We implement proactive year-round tax planning strategies tailored to your business structure and financial goals.
