Offers online services
About
I am enrolled to practice before the IRS and a Certified Financial Planner with over 25 years experience.
Specializing in all phases of individual, business, estate and trust tax returns.
Individualized attention with proven results!
Highlights
Hired 4 times
5 employees
30 years in business
Serves Williamsburg , VA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Sage, Quicken, TurboTax
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Reviews
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JKO
Joe K O.
Very professional
March 08, 2020
•Hired on Thervo
GP
Gilbert P.
Met with Cathy for first time and we planned out how she would prepare my taxes for the first time. She seemed very friendly and competent.
November 05, 2019
•Hired on Thervo
KM
Kristin M.
October 31, 2019
•Hired on Thervo
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning