Carter Blue Small Business Solutions
Business development service in Winston-Salem, NC
- Address
- 1531 Westbrook Plaza Dr # A, Winston-Salem, NC, 27103
- Phone
- (833) 482-9371
- Website
- carterblueconsulting.com
About Carter Blue Small Business Solutions
Carter Blue Small Business Solutions is a tax and consulting firm headquartered at 1531 Westbrook Plaza Dr., Suite A, in Winston-Salem, North Carolina, founded in 2018 by Philicia Carter-Blue, an Enrolled Agent and licensed health insurance broker. The firm's stated mission is to become the most successful, creative, and ground-breaking consulting and tax agency in North Carolina, and its services reflect a broad approach to helping entrepreneurs and individuals manage their finances. Core offerings include personal and business tax preparation and IRS representation, QuickBooks-based bookkeeping with monthly financial reporting, licensed health insurance broker services for coverage consultation, and customized business consulting for clients starting or scaling a company. The firm also runs tax education courses and training programs aimed at aspiring tax professionals, extending its work beyond client services into workforce development within the tax preparation field. As an Enrolled Agent, Carter-Blue holds a federal credential that authorizes her to represent taxpayers before the IRS on par with attorneys and CPAs, a qualification that requires passing a comprehensive IRS examination or having prior IRS experience. Carter Blue Consulting has drawn recognition from regional media, with the firm and its clients featured on WXII News, FOX8 News, and the Winston-Salem Chronicle for its work helping entrepreneurs and small business owners succeed. The firm serves clients across the Winston-Salem, Charlotte, and Greensboro markets and can be reached at 1-833-482-9371.
Services
- tax preparation
- irs representation
- bookkeeping
- health insurance brokerage
- business consulting
- tax education courses
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