CATO Consulting
New
Offers online services
New
Offers online services
About
We specialize in working with small businesses and individuals who are looking for a professional who understands and is willing to listen to them. We offer cost effective and value added accounting services and tax preparation services.
Highlights
Hired 1 time
3 employees
39 years in business
Serves FORADA , MN
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
Listen to what they need and want. Ask for their previous years filed tax return and any tax information that they have received from the current tax year.
What education and/or training do you have that relates to your work?
QuicjBooks Pro-Advisor and +30 years of tax preparation experience, preparing taxes for clients in many different states.
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning