I've had the privilege of being Katie's client for the past three years. As a new business owner, I knew there would be a huge learning curve for me when it came to understanding taxes and navigating other financial challenges. Ever since our very first meeting, Katie has given me the confidence to better understand the financial aspects of my small business. Katie's knowledge and experience has been invaluable to me, especially when learning Quickbooks and the fundamentals of owning an S-Corp. She has empowered me to stay motivated, be inspired and take action towards my financial goals. Thank you for always being an amazing mentor and source of constant support!
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- Accounting Services
- Quickbooks Set Up/Training/Support
- Financial Statement Preparation
- BWC
- Business Federal, State, & Local Returns
- Personal Federal, State, & Local Returns
- Sales Tax Returns
- Use Tax Returns
- CAT Tax Returns
- Unclaimed Funds
- EIN Applications
Sentiment Analysis
Always a pleasure to deal with
A great accountant that is really all about the client and helping you make the most.
I didn’t know how much I needed her in my life until I sat down with her.
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