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Firm History

Samuel C. Carpenter founded the firm in 1953. The company has evolved from an accounting practice into a comprehensive financial services firm. 

 

After preparing multiple income tax returns, we realized that people need help navigating the tax system and also with their long term investment strategy*.  Because of these experiences, we expanded our practice to include other financial services and investment advice*.

                     



*These services are offered by Samuel G. Carpenter, Joseph A. Carpenter, and Dean A. Carpenter through their affiliation with HD Vest.