Philicia Carter-Blue

Philicia Carter-Blue

Languages Spoken: English
Gastonia, North Carolina
TaxCure Rating 2 Reviews
EA at CB Small Business Solutions

About Philicia Carter-Blue

Philicia brings over 10 years of experience in tax preparation and specializes in business operations & consulting. Driven by her passion, she became an enrolled agent to help individuals navigate challenges with the IRS and state tax authorities. Additionally, her work has successfully reduced clients' tax bills by 75%. If you're seeking a professional who can navigate tax laws to your advantage, your search ends here.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • North Carolina Department of Revenue
  • Florida Department of Revenue
  • Virginia Department of Taxation
  • Georgia Department of Revenue

Reviews

5.0

Peer Rating

1 Reviews
5
4
3
2
1
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Recommended by Angie M. Toney
Advised on Tax Case | Oct 13, 2024
Ms. Carter-Blue is dedicated to providing excellent service to her clients. She stays abreast of tax topics by taking continuing education relevant to minimizing her clients' tax liability legally. Her work ethic is exceptional and clients would be fortunate to have her on their side.
5.0

Customer Rating

2 Reviews

5
4
3
2
1
View All Reviews Leave a Review
Reviewed by Shaquita M
Advised on Tax Audit or Examination | Nov 1, 2024
Philicia has prepared my taxes for the last few years always quick fast and maximized my return with no issues. This year I was audited and they froze my refund. At first I was upset very unsure of what I was going to do. Philicia made sure she fought til the end until she won my audit. She told me she had my back from the beginning because she knew everything I filed for was legit and on top of that she knew how it felt to be audited. I highly recommend her. There are fees that are not included in the tax preparation for her to represent you when being audited but she also worked with me with those fees as well. She won my audit and she told me she would fight until she did!!
Reviewed by Wendy P
Advised on Unpaid Taxes | Oct 13, 2024
She was very knowledgeable and she also helped me resolved an issue that occur from me not filing a form that I should have for last year and she assured me that everything would be okay

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • Other Levies
  • Passport Issues
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Tax Preparer Penalties
  • Tax Refund
  • Tax Return Mistake

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Lien
  • Tax Penalties
  • Unfiled Payroll Taxes
  • Sales Tax
  • Bank Levy
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Penalties
  • Tax Lien
  • Bank Levy
  • Tax Audit or Examination
  • Tax-Related Identity Theft
  • Sales Tax
  • Spousal Tax Issue
  • Franchise Tax Issues

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Levy Release or Reduction
  • Penalty Abatement
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Lien Withdrawal
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • Lien Discharge
  • Audit Reconsideration
  • Tax-Related Identity Relief
  • Fraud Examination Support
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Streamlined Filing Procedure
  • IRS Transcript Analysis
  • Tax Consultation Service

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Offer In Compromise
  • Lien Release
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Business Tax Preparation
  • Audit Defense & Support
  • Tax Appeals
  • Tax-Related Identity Relief

  • Payment Agreement
  • Business Tax Preparation
  • Amend Tax Returns
  • Tax Appeals
  • Audit Support
  • Penalty Abatement

  • Payment Plan
  • Penalty Abatement
  • Offer in Compromise
  • Levy Release or Reduction
  • Lien Release
  • Individual Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Business Tax Preparation
  • Innocent Spouse Relief
  • Tax Appeals
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Offer in Compromise
  • Lien Release
  • Business Tax Preparation
  • Audit Defense or Support
  • Innocent Spouse Relief
  • Individual Tax Preparation
  • Tax-Related Identity Relief
  • Amend Tax Returns

Tax Types Serviced

Corporate Tax Income Tax State Sales & Use Tax Gift Tax/GST Tax Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 8/15/2024 Active

Related Work Experience

Job Title Company Location Work Duration
Financial Consultant CB Small Business Solutions Winston Salem, North Carolina Sep 2019 - Present

Education

Not Provided

Associations & Memberships

Associations or Memberships Position Duration
National Association Of Tax Professionals Member 2024 - Present
American Society Of Tax Problem Solvers Member 2022 - Present

Contact Information

Address

1531 Westbrook Cir suite a
Gastonia, North Carolina 28052
Get Directions

In Office Visits

No

Website

https://www.carterblueconsulting.com/

Pricing & Payments

Virtual Consultation Small fee Investigation Small Upfront Fees Small Upfront Retainer Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Venmo Method Venmo
Money Order Method Money Order
Check Method Check
Cash Method Cash
Zelle Method Zelle

Videos & Photos

Philicia Carter-Blue photo 1 Photo
Philicia Carter-Blue photo 2 Photo
Philicia Carter-Blue photo 3 Photo
Philicia Carter-Blue photo 4 Photo

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