About Kate, CPA

We help you grow your business

About

Kate has 32 years of experience helping her clients reach their goals with professional planning, precise service, and expert advice. She began her career as a CPA at a midsize accounting firm, where she learned accuracy, attention to detail, and the application of tax law to real-world situations. In 1991, Kate formed her own firm, building long-term relationships that have resulted in mutual success. With honesty and integrity as her watchwords, Kate honors commitments and takes the time to get to know your personal and professional needs, making her more than just your bookkeeper or accountant. Kate becomes your strategic partner, offering sound advice to help you succeed.

Company

As a client, you can expect responsiveness and attentive service. We provide more than just numbers to help you plan and achieve your personal, financial, and business goals. Call us for Accounting Services, Bank Account Reconciliation, Bookkeeping Services, Business Planning, Business Tax Returns, Corporations Tax Returns, Individual Tax Returns, Information Return Preparation (W-2 & 1099 Forms), Monthly Compiled Financial Statements/Balance Sheets/Income Statements, Partnership Tax Returns, Payroll Preparation, Payroll Services, Payroll Tax Preparation and Assistance (Monthly, Quarterly & Annually), Personal Tax Returns, Sales Tax Preparation and Filing, Sub Chapter S Tax Returns, Tax Planning, Tax Return Preparation Services, Trusts & Estates, and more!