Accounting & Tax Services

Working through all of the details

Tax Prep & Planning

We prepare individual, corporate, partnership, non-profit, and trust income tax returns and electronically file them for a faster refund.

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Individual & Company Consultations

Do you feel like you may be leaving money on the table? Are you uncertain whether your returns and reporting are accurate? Contact us.

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Financial Reports

We help you with all of your required reporting, as well as provide you an overview that gives you visibility into your current status.

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Services

Benefit from more than 30 years of experience in tax and financial planning for small businesses and individuals. Kate O'Dea, CPA provides personal and business accounting, tax & record keeping, management advisory, and information systems services.

Accounting

We assist you in all aspects of your accounting process, from bank reconciliations to audit prep. Cleaning up problem areas is our specialty.

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Payroll Services

Leave your payroll to us. We assist with weekly, bi-weekly, monthly, and annual payroll services along with all required payroll tax returns.

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Tax Preparation

We prepare individual, corporate, partnership, non-profit, and trust income tax returns and electronically file your returns for a faster refund.

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Corporations

Identifying the ins and outs of your venture is important. We learn what you do and how you do it to ensure your reporting is accurate.

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Partnerships

We work with you to prepare accurate returns, taking into account proportions of distributions and percentage of ownership.

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Non-Profit

We navigate the complexities of non-profit tax returns and business planning, taking in account state and federal reporting.

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Tax Planning

We will work with you any time of the year to assist in your tax planning and review opportunities to maximize your tax savings.

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S Corps And LLCs

We'll discuss and evaluate the best structure for your business, whether that's S Corp or LLC, and keep you compliant with IRS tax regulations.

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Trusts & Estates

We prepare trust and estate tax returns that include multiple assets, such as real estate, commercial property, and rentals.

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Kate is an excellent and affordable CPA who actually cares. She reviews your tax situation to find ways to either better manage or save you money. Very satisfied every time. Call with confidence!

Yifan C.
Littleton, CO

I called Kate to get information and set-up an appointment. Kate was nice and very helpful. She was able to answer all my questions and very easy to understand

K.S.
Berkeley, CA

I had a great experience this year, using Kate. It's always a problem to start fresh, and being new to the state, to find someone to help, but she made it very easy. Kate works out of her house and made it very easy for us. We met at her house, went over our 2 state taxes and all of our deductions. She emailed our return in a couple of days and were very happy with the results!! We thought it would be complicated, and I was thrilled! Big tip - of course, it helps if you have all of your stuff in very good order before your appointment!

Juli R.
Golden, CO