Helping you make the best financial decisions today so you can enjoy financial freedom tomorrow.
Accurate record-keeping is essential to a successful business
Having trouble understanding your financial situation? Too busy running your core business to focus on your financials?
Let an experienced professional lighten the load for you
Contact me so that I can help you make the best financial decisions today so you can enjoy financial freedom tomorrow.
Accounting and Bookkeeping Services
Most business owners want to focus on what they enjoy doing with their business and not have to worry about their accounting and record-keeping. Unless you have grown to the size of business that can justify a full time controller, you will be much better served by contracting the services of an experienced, professional, competent CPA. Let me handle your everyday accounting needs so that you can focus on your core business!
Quickbooks Setup and Support
Ready to put your company finances on Quickbooks but not sure which version is correct for you? Need assistance in setting up and maintaining your Quickbooks files? Let an experienced Quickbooks Pro Advisor assist you so that you can focus on doing what you enjoy with your business. Properly setting up your Quickbooks from day 1 will help you avoid many pitfalls down the road, saving you time, energy and your hard earned money when it counts. Contact me today so that I can assist you as you make the transition to Quickbooks.
Tax Preparation and Planning
Tired of working with a large firm where you are just a number, or worse yet, preparing your own tax return and knowing that you are missing something important, and probably paying way more tax than is necessary? I provide a full range of tax planning and preparation services for businesses and individuals as well as estates and trusts. Additional services include entity choice and audit representation. Clients served include closely held businesses and self employed individuals who are in service, consulting, construction, contracting, manufacturing, real estate and other industries. I will help you find every legitimate deduction and minimize your tax liabilities and maximize your cash flow. My expertise will enable you to pay the least amount of taxes at the latest possible date. Let me take the pain out of filing your taxes. Contact me today to see how we can work together to resolve your tax and accounting issues.
Contact me today to learn more about how we can work together to meet your tax and accounting needs.
What My Clients Say
"Over the last twenty years, I’ve owned an S Corp construction company and my needs for professional tax and accounting services have ranged from the simple to complex. Kathy’s depth and range of professional experience make her uniquely prepared to provide both the expertise and knowledge to handle the tax preparation and general accounting matters for both my business as well as me personally."Mike M.
"With personal care, integrity and diligence Kathy has performed accounting services for my companies and also my personal accounts since 1998. We are extraordinarily grateful that we are able to place our trust in Kathy and urge anyone seeking accounting / CPA services to engage her."Scott B.
"Kathy has guided me and prepared my tax returns for the last three years. It is a tremendous relief to be in the hands of such a thoughtful and informative tax specialist with whom I can show my ignorance without shame. Kathy is very responsive and empathetic while being very exacting. I know I am in good hands!"Carin J.
"I have used Kathy the past few years on my personal income tax returns, which include various difficult partnership investments. She has been a fantastic addition as our family's trusted source on everything TAX!"Mike H.
I have been a Certified Public Accountant in California since 1980. I have always loved working with people and for more than three decades, I have been providing valuable financial services to businesses and individuals in Orange County, California. I work with each of my clients personally to understand their unique situation so we can resolve their accounting and tax issues so that they can focus on running their businesses. My focus is on helping you make the best financial decisions today so that you can enjoy financial freedom tomorrow.
I was born and raised in the state of Wisconsin. I graduated from the University of Wisconsin-Madison, with a Bachelor of Business Administration in accounting, and began my career with KPMG in Milwaukee. After transferring to Orange County, I continued with KPMG and then later split off to form my own CPA firm. In addition to practicing public accounting, I’ve spent 7 years doing income tax auditing as a Revenue Field Agent for the North Carolina Department of Revenue. This experience provided valuable insight into how the other side views our tax returns.
During my free time, I enjoy dancing, hiking, gardening, reading, and spending time with family and friends, especially my young grandchildren.
Contact me to see how we can work together to resolve your tax and accounting issues.
Thanks for reaching out to me. I would love to connect with you and see how we may work together. Please feel free to contact me at firstname.lastname@example.org with any questions, or fill out the form below and I will get in touch with you. My office hours are 9-5 Monday through Friday, with after hours appointments upon request.