Dollars & Sense-Tax & Accounting Services

09/21/2026

Some of you are starting to receive messages and emails.

A New Chapter

Dear Clients, Family, and Friends,

I wanted to personally share some important news with you. After many years of calling Ludington home, my husband and I have decided it is time for us to begin a new chapter and relocate to South Carolina.
This was not an easy decision. Ludington has been home to me for many years, and my business has become such an important part of my life. Most importantly, so many of you have become more than clients-you are people I truly value and I will always cherish our relationship.
As part of this transition, we have decided to put our building up for sale. While I don’t yet have an exact timeline for our move, I will continue working from my Ludington office for the upcoming tax season through April 15th. My goal is to make this transition as smooth and stress-free as possible for each of you.
Please know that moving does not mean I have to stop working with you. As a federally licensed Enrolled Agent, I can continue providing tax and accounting services from South Carolina. If you choose to continue working with me, we can conveniently manage your needs through my secure client portal, email, and Zoom.
Most of all, I want to say Thank You! Thank you for your loyalty, trust, your referrals and allowing me to be part of your lives for so many years. I am incredibly grateful for every conversation, every laugh, and every memory we have shared along the way.

While saying goodbye to this chapter is difficult, I am excited about what the future holds. I sincerely hope that many of you will continue this journey with me, even if my location changes.
It has truly been an honor and a privilege to serve you
With heartfelt gratitude,
Carrie Carter

07/03/2026

Hope everyone has a safe and wonderful time ! We are closed until Monday , see ya all next week !

05/30/2026

Treasury is aware of concerns regarding notices and returns processing and we are committed to addressing these problems directly and transparently.

We fully recognize the frustration this situation has created for both tax preparers and taxpayers. In addition, we understand many tax preparers are bearing the brunt of taxpayer frustration, and for that, we apologize.

Although these issues are limited in scope, this situation is frustrating and disappointing to us all. The transition from our 40-year-old legacy system to the modernized system (used by many other states) was successful, with fewer than 4% of the 5 million returns affected by the issues identified. The new system allows for a more effective and efficient administration of Michigan’s Individual Income Tax.

However, we recognize it comes with opportunities for improvement and we appreciate your patience as we work through them. Your feedback directly informs the corrective work we are prioritizing.

Here are the steps Treasury is taking to respond:

We have created a Solution Tracker to document known issues, their status, and planned resolutions. This will help us stay aligned, keep you informed, and ensure accountability across teams.
We are actively making changes and corrections as issues are brought to us. Several updates have already been implemented, and additional changes, including a review of all letters prior to the next tax season, are in process based on practitioner feedback and internal review.
Customer service capacity has been evaluated, and we have implemented a Request for Call Back feature within Michigan Treasury eServices so we can connect with taxpayers who have been unable to get through . Our goal is to respond to these requests within 3 business days. Treasury’s new phone system with increased capacity and customer service enhancements will be launched in July.
We understand that the cumulative impact of these issues has eroded trust, and rebuilding that trust will take consistent action and open communication. Your partnership is essential in that process. Your feedback directly informs the corrective work we are prioritizing.

We will continue to update the Solutions Tracker as concerns or issues are identified.
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02/10/2026

02/09/2026

Waiting for the mail…. Hope everyone has a wonderful day !

01/30/2026

Hope everyone has a wonderful day ! Enjoy your weekend 🤗

01/30/2026

It’s that time a year ! One of my favorites. Ask me in the middle of March if it’s still my favorite… haha