I am a CPA with over 30 years of experience. I provide tax and accounting services for businesses and individuals. I am located in the Philadelphia, PA area, however, I work with clients in many states accross the United States.
My rates are very competitive and affordable.
I enjoy working with a wide variety of people and businesses. I enjoy helping people maximize thier earnings by minimizing their tax liablities.
Kathy was very thorough and helpful - especially considering we were backed up against a tax deadline! We will continue to use her to support our business!
She kept me up to date thru the entire time.
Kathleen was in constant contact with me along the way to finish my taxes. Very pleased with her work.
goes the extra mile to ensure everything is double and triple check correct.
I like to start an engagement with a brief in person or phone conversation to learn exactly what the client needs. During this consultation I will let the client know what services I can provide as well as a price estimate.
I send a tax organizer, once all documents are ready to go, you can set an appointment, upload to a secure portal, or mail.
I am a Certified Public Accountant and have been providing tax services to individuals and businesses for over 25 years. I take more than the required continuing professional education especially tax related courses.
Each client is different, pricing is based on the needs of the client, the forms required and complexity.
I started working in Public Accounting right after college. I enjoy working with a variety of clients, both individauls and businesses.
My clients vary from those just starting a career to high net worth. Individuals with small businesses, rental properties and partnership interests. I work with a variety of businesses such as printers, contractors, doctors, real estate professionals, auto detailers.
I work with local clients as well as all over the country.
Helping a client determine the amount of a Roth Conversion to minimize the current year tax bill.
Feel comfortable/trust the individual.
The tax professional should be available year round; not just during tax time.
What services do I require in addition to tax preparation such as bookkeeping or tax planning.
What did I not like about my previous professional.