Richard and Carol Carlson moved to Sanford, NC in 1998 after spending 27 years in Anchorage, Alaska. Richard began his Public Accounting career with Touche Ross and Co. in Minneapolis. His love and expertise in research led him to the tax area. He transferred to Anchorage to head up the tax department in the pre pipeline era. After five years, he and Joe Whitlock, formed Whitlock, Carlson and Associates where he oversaw the tax department.
This area comprised the tax compliance and planning, business planning and litigation support functions of the firm. Richard felt fortunate that many of his Alaska clients remained with him when he made the move to North Carolina. The clients think that correspondence via e-mail, phone and the Post Office have kept the communication as open and viable as their face to face meetings.
Richard has developed a strong, diverse North Carolina client base composed of individuals and small to medium sized professional and operating businesses. The individual clients run the gambit of retirees to young military families.
This area comprised the tax compliance and planning, business planning and litigation support functions of the firm. Richard felt fortunate that many of his Alaska clients remained with him when he made the move to North Carolina. The clients think that correspondence via e-mail, phone and the Post Office have kept the communication as open and viable as their face to face meetings.
Richard has developed a strong, diverse North Carolina client base composed of individuals and small to medium sized professional and operating businesses. The individual clients run the gambit of retirees to young military families.
Services
Richard Carlson, a graduate of the University of Minnesota, has been a practicing CPA in Public Accounting for over forty years.
He has worked in Minnesota, Alaska and North Carolina.
He believes that a one-on-one knowledge of the client enables him to provide the best service and value for that client.
Richard understands the importance of working with other financial advisors to provide the best over all plans for his client base.
Computerized tax preparation software is used to prepare multi-state individual, corporate, partnership, trust and estate tax returns.
He has worked in Minnesota, Alaska and North Carolina.
He believes that a one-on-one knowledge of the client enables him to provide the best service and value for that client.
Richard understands the importance of working with other financial advisors to provide the best over all plans for his client base.
Computerized tax preparation software is used to prepare multi-state individual, corporate, partnership, trust and estate tax returns.
For Richard and Carol, being a part of a community and calling it home comes with service within that community.
The Carlson's attend a small Lutheran Church in the historical district of downtown Sanford, where Richard serves as its treasurer.
He also works with a number of local charities to assist them with their income tax and reporting requirements.
Soon after moving to Sanford, Richard joined a local Rotary Club and has served as its president.
With a strong commitment to the revitalization for the enhancement and preservation of downtown Sanford, Richard and Carol purchased a building in the historic district at 107 Gordon Street for the location of their accounting office.
The Carlson's attend a small Lutheran Church in the historical district of downtown Sanford, where Richard serves as its treasurer.
He also works with a number of local charities to assist them with their income tax and reporting requirements.
Soon after moving to Sanford, Richard joined a local Rotary Club and has served as its president.
With a strong commitment to the revitalization for the enhancement and preservation of downtown Sanford, Richard and Carol purchased a building in the historic district at 107 Gordon Street for the location of their accounting office.
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